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State Street Ultra Short Term Bond ETF

105 hedge funds and large institutions have $465M invested in State Street Ultra Short Term Bond ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

14% more funds holding

Funds holding: 92105 (+13)

5% more capital invested

Capital invested by funds: $443M → $465M (+$21.7M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.08% less ownership

Funds ownership: 77.38%77.3% (-0.08%)

3% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 33

Holders
105
Holders Change
+13
Holders Change %
+14.13%
% of All Funds
1.53%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
23
Increased
32
Reduced
33
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
26
Norris Financial Group
South Carolina
$2.76M +$2.76M +68,463 New
PIA
27
Perennial Investment Advisors
California
$2.66M +$497K +12,360 +23%
ACM
28
ADAR1 Capital Management
Texas
$2.47M +$2.47M +61,264 New
Osaic Holdings
29
Osaic Holdings
Arizona
$2.45M -$13.5M -334,266 -85%
AWM
30
Ameliora Wealth Management
Switzerland
$2.02M
EIA
31
Eldridge Investment Advisors
New Hampshire
$1.87M +$411K +10,203 +28%
PWA
32
Provenance Wealth Advisors
Florida
$1.65M
FAIM
33
Financial Advocates Investment Management
Washington
$1.4M -$56.1K -1,394 -4%
CA
34
Continuum Advisory
Idaho
$1.35M -$18.6M -462,155 -93%
CA
35
CGN Advisors
Kansas
$1.34M -$179K -4,437 -12%
LWMG
36
Levy Wealth Management Group
Pennsylvania
$1.32M -$175K -4,352 -12%
EFG
37
Everhart Financial Group
Ohio
$1.32M +$16.3K +406 +1%
AWM
38
AE Wealth Management
Kansas
$1.22M +$119K +2,955 +11%
AWA
39
Arete Wealth Advisors
Illinois
$1.2M +$7.73K +192 +0.6%
FT
40
Fiduciary Trust
Massachusetts
$1.16M
MML Investors Services
41
MML Investors Services
Massachusetts
$1.09M +$304K +7,542 +39%
PAG
42
Private Advisor Group
New Jersey
$1.07M -$2.03M -50,378 -66%
AAS
43
Avantax Advisory Services
Texas
$1.02M +$255K +6,323 +33%
SWP
44
Stratos Wealth Partners
Ohio
$957K -$216K -5,354 -18%
AWA
45
Authentikos Wealth Advisory
California
$892K -$93.8K -2,331 -10%
VCP
46
Verus Capital Partners
Arizona
$865K +$429K +10,656 +99%
OWA
47
Opal Wealth Advisors
New York
$850K +$847K +21,049 New
FGA
48
Fortis Group Advisors
New Jersey
$804K
DWM
49
Destination Wealth Management
California
$734K -$403 -10 -0.1%
TI
50
Tidal Investments
Wisconsin
$709K -$1.9M -47,148 -73%