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State Street Ultra Short Term Bond ETF

92 hedge funds and large institutions have $418M invested in State Street Ultra Short Term Bond ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 28

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

11% more capital invested

Capital invested by funds: $378M → $418M (+$39.9M)

1.95% more ownership

Funds ownership: 73.83%75.78% (+1.9%)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

1% less funds holding

Funds holding: 9392 (-1)

Holders
92
Holders Change
-1
Holders Change %
-1.08%
% of All Funds
1.44%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
13
Increased
36
Reduced
28
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSAM
26
Moloney Securities Asset Management
Missouri
$2.84M -$271K -6,739 -9%
AI
27
Atria Investments
North Carolina
$2.68M +$2.68M +66,580 New
AWM
28
Apollon Wealth Management
South Carolina
$2.45M +$450K +11,195 +22%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$2.17M +$666K +16,553 +44%
AWM
30
Ameliora Wealth Management
Switzerland
$2.09M
PIA
31
Perennial Investment Advisors
California
$1.98M -$461K -11,457 -19%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$1.71M -$1.74M -43,209 -50%
LWMG
33
Levy Wealth Management Group
Pennsylvania
$1.64M -$178K -4,424 -10%
FAIM
34
Financial Advocates Investment Management
Washington
$1.63M +$1.37M +33,959 +527%
KDA
35
Kraft Davis & Associates
Missouri
$1.5M +$1.49M +37,173 New
CA
36
CGN Advisors
Kansas
$1.48M -$128K -3,186 -8%
NA
37
NewEdge Advisors
Louisiana
$1.37M -$24.4M -606,468 -95%
AWM
38
AE Wealth Management
Kansas
$1.32M +$389K +9,675 +42%
Citadel Advisors
39
Citadel Advisors
Florida
$1.31M -$371K -9,218 -22%
FT
40
Fiduciary Trust
Massachusetts
$1.16M -$73.8K -1,835 -6%
ARC
41
Advisor Resource Council
Texas
$1.1M -$121K -3,014 -10%
AWA
42
Authentikos Wealth Advisory
California
$1.08M +$748K +18,608 +226%
GIA
43
Gladstone Institutional Advisory
Florida
$902K -$114K -2,827 -11%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$895K -$4.32M -107,376 -83%
MML Investors Services
45
MML Investors Services
Massachusetts
$891K +$120K +2,990 +16%
AAS
46
Avantax Advisory Services
Texas
$856K -$136K -3,384 -14%
EIA
47
Eldridge Investment Advisors
New Hampshire
$797K +$796K +19,800 New
HPC
48
Hobart Private Capital
North Carolina
$737K +$43.1K +1,071 +6%
DWM
49
Destination Wealth Management
California
$731K
FGA
50
Fortis Group Advisors
New Jersey
$630K -$165K -4,101 -21%