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State Street Ultra Short Term Bond ETF

62 hedge funds and large institutions have $205M invested in State Street Ultra Short Term Bond ETF in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

13% more capital invested

Capital invested by funds: $182M → $205M (+$23.9M)

3% more funds holding

Funds holding: 6062 (+2)

1.94% more ownership

Funds ownership: 57.7%59.64% (+1.9%)

0% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 21

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
21
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
51
Patriot Financial Group Insurance Agency
Massachusetts
$75K +$81 +2 +0.1%
FPW
52
Flagship Private Wealth
Massachusetts
$74.6K
AWM
53
AllSquare Wealth Management
New York
$59K
JCM
54
Jacobi Capital Management
Pennsylvania
$50K +$49.9K +1,234 New
BWA
55
BDO Wealth Advisors
Florida
$35K +$40 +1 +0.1%
TCWM
56
Total Clarity Wealth Management
Illinois
$10K +$10.1K +250 New
SPIA
57
Steward Partners Investment Advisory
New York
$9.59K
IAS
58
IMA Advisory Services
Colorado
$9K +$9.07K +224 New
AFS
59
Annapolis Financial Services
Maryland
$6K
FGAM
60
Financial Gravity Asset Management
Texas
$1.62K -$729K -18,013 -31%
BSAM
61
Blue Sky Asset Management
Colorado
-$2.23M -54,975 Closed
CBB
62
Citizens Business Bank
California
-$448K -11,075 Closed
RJFSA
63
Raymond James Financial Services Advisors
Florida
-$409K -10,111 Closed
MA
64
Mutual Advisors
Nebraska
-$335K -8,276 Closed
WWM
65
Western Wealth Management
Colorado
-$298K -7,368 Closed
FCH
66
Freestone Capital Holdings
Washington
-$131K -3,229 Closed
NC
67
NewSquare Capital
Pennsylvania
-$59K -1,460 Closed
MWC
68
MBM Wealth Consultants
Missouri
-$49K -1,220 Closed
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
-$13K -321 Closed
Wells Fargo
70
Wells Fargo
California
+$40 +1 New
Citigroup
71
Citigroup
New York
+$162 +4 New