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State Street Ultra Short Term Bond ETF

92 hedge funds and large institutions have $443M invested in State Street Ultra Short Term Bond ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

6% more capital invested

Capital invested by funds: $418M → $443M (+$25.5M)

1.6% more ownership

Funds ownership: 75.78%77.38% (+1.6%)

0% more funds holding

Funds holding: 9292 (0)

19% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 36

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
92
Holders Change
Holders Change %
0%
% of All Funds
1.46%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
16
Increased
29
Reduced
36
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TI
26
Tidal Investments
Wisconsin
$2.61M -$2.06M -51,177 -44%
PIA
27
Perennial Investment Advisors
California
$2.16M +$178K +4,426 +9%
AWM
28
Ameliora Wealth Management
Switzerland
$2.01M -$77.9K -1,937 -4%
PWA
29
Provenance Wealth Advisors
Florida
$1.65M +$1.65M +40,972 New
CA
30
CGN Advisors
Kansas
$1.52M +$32.7K +814 +2%
PAM
31
PVG Asset Management
Colorado
$1.51M -$2.69M -66,926 -64%
LWMG
32
Levy Wealth Management Group
Pennsylvania
$1.5M -$148K -3,677 -9%
EWM
33
Elmwood Wealth Management
California
$1.47M -$1.59M -39,642 -52%
FAIM
34
Financial Advocates Investment Management
Washington
$1.46M -$171K -4,245 -11%
EIA
35
Eldridge Investment Advisors
New Hampshire
$1.45M +$655K +16,300 +82%
EFG
36
Everhart Financial Group
Ohio
$1.3M -$7.33M -182,237 -85%
AWA
37
Arete Wealth Advisors
Illinois
$1.19M +$1.19M +29,593 New
SWP
38
Stratos Wealth Partners
Ohio
$1.17M +$1.17M +29,058 New
FT
39
Fiduciary Trust
Massachusetts
$1.16M
AWM
40
AE Wealth Management
Kansas
$1.09M -$227K -5,642 -17%
AWA
41
Authentikos Wealth Advisory
California
$983K -$96.9K -2,409 -9%
NA
42
NewEdge Advisors
Louisiana
$899K -$470K -11,697 -34%
GIA
43
Gladstone Institutional Advisory
Florida
$891K -$11.6K -288 -1%
FGA
44
Fortis Group Advisors
New Jersey
$804K +$174K +4,334 +28%
MML Investors Services
45
MML Investors Services
Massachusetts
$786K -$105K -2,612 -12%
AAS
46
Avantax Advisory Services
Texas
$764K -$92.7K -2,305 -11%
DWM
47
Destination Wealth Management
California
$732K +$402 +10 +0.1%
HPC
48
Hobart Private Capital
North Carolina
$687K -$50.3K -1,251 -7%
WWM
49
Western Wealth Management
Colorado
$667K +$203K +5,045 +44%
PTC
50
Private Trust Company
Ohio
$608K +$3.42K +85 +0.6%