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State Street Ultra Short Term Bond ETF

77 hedge funds and large institutions have $214M invested in State Street Ultra Short Term Bond ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

8.44% more ownership

Funds ownership: 55.27%63.71% (+8.4%)

1% more funds holding

Funds holding: 7677 (+1)

4% more capital invested

Capital invested by funds: $205M → $214M (+$8.9M)

8% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 25

Holders
77
Holders Change
+1
Holders Change %
+1.32%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
23
Reduced
25
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPW
51
Catalyst Private Wealth
California
$399K
DWM
52
Destination Wealth Management
California
$375K +$375K +9,389 New
APA
53
American Portfolios Advisors
New York
$315K -$38.6K -966 -11%
MSFS
54
Main Street Financial Solutions
Pennsylvania
$300K
WAS
55
Winch Advisory Services
Wisconsin
$294K +$1.32K +33 +0.5%
WWM
56
Western Wealth Management
Colorado
$292K -$11.1K -278 -4%
SWMG
57
Signature Wealth Management Group
Georgia
$268K
FAIM
58
Financial Advocates Investment Management
Washington
$267K
TC
59
Trilogy Capital
California
$262K +$18.8K +470 +8%
ETIA
60
Epic Trust Investment Advisors
Washington
$260K -$6.15K -154 -2%
ACP
61
Aveo Capital Partners
Colorado
$251K -$539K -13,493 -68%
SWP
62
Stratos Wealth Partners
Ohio
$239K
WAM
63
Worth Asset Management
Texas
$237K -$69.7K -1,746 -23%
ARC
64
Advisor Resource Council
Texas
$235K -$5.46M -136,824 -96%
OWA
65
Opal Wealth Advisors
New York
$228K +$228K +5,708 New
AWM
66
AE Wealth Management
Kansas
$223K +$223K +5,586 New
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$209K
OMC
68
Old Mission Capital
Illinois
$207K -$561K -14,059 -73%
RPC
69
Rossmore Private Capital
Connecticut
$206K
HSA
70
HBK Sorce Advisory
Pennsylvania
$205K
AWM
71
Angeles Wealth Management
California
$200K +$200K +5,000 New
SBL
72
Sargent Bickham Lagudis
Colorado
$90K
MFA
73
McClarren Financial Advisors
Pennsylvania
$48K +$48.6K +1,217 New
PTC
74
Private Trust Company
Ohio
$43K -$29.3K -733 -40%
BWA
75
BDO Wealth Advisors
Florida
$35K +$160 +4 +0.5%