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State Street Ultra Short Term Bond ETF

82 hedge funds and large institutions have $326M invested in State Street Ultra Short Term Bond ETF in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

23% more capital invested

Capital invested by funds: $265M → $326M (+$60.2M)

14.44% more ownership

Funds ownership: 59.04%73.47% (+14%)

9% more funds holding

Funds holding: 7582 (+7)

16% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 25

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
82
Holders Change
+7
Holders Change %
+9.33%
% of All Funds
1.26%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
21
Increased
21
Reduced
25
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
COCM
51
Charter Oak Capital Management
New Hampshire
$423K +$424K +10,500 New
CPW
52
Catalyst Private Wealth
California
$403K
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$384K -$738K -18,285 -66%
APA
54
American Portfolios Advisors
New York
$357K +$206K +5,098 +136%
TNA
55
True North Advisors
Texas
$332K
RPC
56
Rossmore Private Capital
Connecticut
$323K
SWMG
57
Signature Wealth Management Group
Georgia
$305K
MFGM
58
Marshall Financial Group (Maryland)
Maryland
$298K +$299K +7,401 New
WAS
59
Winch Advisory Services
Wisconsin
$295K +$444 +11 +0.2%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$291K +$3.15K +78 +1%
LAM
61
LifePro Asset Management
California
$273K +$33K +818 +14%
SWP
62
Stratos Wealth Partners
Ohio
$258K -$1.21M -29,977 -82%
PAG
63
Private Advisor Group
New Jersey
$255K -$753K -18,652 -75%
JAG
64
Journey Advisory Group
Kentucky
$225K -$68.4K -1,694 -23%
CBB
65
Citizens Business Bank
California
$214K +$214K +5,310 New
FHA
66
Flagship Harbor Advisors
Massachusetts
$213K +$214K +5,290 New
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$211K
HSA
68
HBK Sorce Advisory
Pennsylvania
$207K
HI
69
Harbour Investments
Wisconsin
$175K -$1.95M -48,304 -92%
HNB
70
Huntington National Bank
Ohio
$169K
SBL
71
Sargent Bickham Lagudis
Colorado
$90K
MFA
72
McClarren Financial Advisors
Pennsylvania
$77K +$161 +4 +0.2%
Koshinski Asset Management
73
Koshinski Asset Management
Illinois
$71.5K -$59.1K -1,463 -45%
BWA
74
BDO Wealth Advisors
Florida
$35K +$40 +1 +0.1%
NFG
75
Next Financial Group
Texas
$12K