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State Street Ultra Short Term Bond ETF

103 hedge funds and large institutions have $435M invested in State Street Ultra Short Term Bond ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 39

2% less funds holding

Funds holding: 105103 (-2)

4.8% less ownership

Funds ownership: 77.3%72.5% (-4.8%)

7% less capital invested

Capital invested by funds: $465M → $435M (-$30.6M)

Holders
103
Holders Change
-2
Holders Change %
-1.9%
% of All Funds
1.48%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
14
Increased
38
Reduced
39
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
51
Norris Financial Group
South Carolina
$699K -$2.07M -51,207 -75%
PCA
52
Prosperity Capital Advisors
Ohio
$657K +$656K +16,217 New
HI
53
Harbour Investments
Wisconsin
$639K +$80.5K +1,991 +14%
VA
54
Valmark Advisers
Ohio
$597K +$56.8K +1,403 +11%
GIA
55
Gladstone Institutional Advisory
Florida
$562K -$143K -3,531 -20%
PIA
56
Perennial Investment Advisors
California
$558K -$2.11M -52,109 -79%
NA
57
NewEdge Advisors
Louisiana
$556K -$72.3K -1,788 -12%
SPIA
58
Steward Partners Investment Advisory
New York
$515K +$315K +7,776 +157%
FGA
59
Fortis Group Advisors
New Jersey
$506K -$303K -7,480 -37%
PCIA
60
Prime Capital Investment Advisors
Kansas
$501K +$500K +12,363 New
AAS
61
Avantax Advisory Services
Texas
$498K -$526K -12,997 -51%
OWA
62
Opal Wealth Advisors
New York
$486K -$366K -9,050 -43%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$447K +$21.2K +524 +5%
PIM
64
Penobscot Investment Management
Massachusetts
$446K
Comerica Bank
65
Comerica Bank
Texas
$444K -$10.8K -266 -2%
GKWIM
66
Gerber Kawasaki Wealth & Investment Management
California
$432K +$2.51K +62 +0.6%
RFN
67
Redwood Financial Network
Ohio
$411K -$94.8K -2,344 -19%
CWMGP
68
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$406K +$3.32K +82 +0.8%
CPW
69
Catalyst Private Wealth
California
$405K
RFS
70
Richardson Financial Services
Massachusetts
$392K +$391K +9,671 New
HighTower Advisors
71
HighTower Advisors
Illinois
$382K +$107K +2,647 +39%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$382K +$382K +9,444 New
TC
73
Trilogy Capital
California
$372K +$80.9K +2,000 +28%
SPC
74
Sigma Planning Corp
Michigan
$366K +$365K +9,035 New
CIA
75
Cape Investment Advisory
Georgia
$343K -$6.75K -167 -2%