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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
SPIA
76
Steward Partners Investment Advisory
New York
$10K
TCWM
77
Total Clarity Wealth Management
Illinois
$10K
AFS
78
Annapolis Financial Services
Maryland
$6K
JFA
79
JNBA Financial Advisors
Minnesota
$4K
SWM
80
Spire Wealth Management
Virginia
$3K
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$2K -$5.09K -126 -68%
CA
82
CoreCap Advisors
Michigan
$2K +$2.02K +50 New
FGAM
83
Financial Gravity Asset Management
Texas
$900 -$35.1K -870 -4%
CP
84
Castleview Partners
Texas
$499 +$812K +20,119 New
RCS
85
Retirement Capital Strategies
California
-$6.56M -162,081 Closed
PAM
86
PVG Asset Management
Colorado
-$3.77M -93,255 Closed
CI
87
CX Institutional
Indiana
-$2.84M -70,106 Closed
ACG
88
Allen Capital Group
Nebraska
-$1.74M -43,011 Closed
AWM
89
AE Wealth Management
Kansas
-$1.35M -33,386 Closed
M1FG
90
Mach-1 Financial Group
Arkansas
-$593K -14,667 Closed
MIAN
91
Mariner Independent Advisor Network
Kansas
-$449K -11,091 Closed
HAS
92
HBW Advisory Services
California
-$438K -10,831 Closed
CA
93
Continuum Advisory
Idaho
-$353K -8,722 Closed
HighTower Advisors
94
HighTower Advisors
Illinois
-$324K -8,000 Closed
IWC
95
Integrated Wealth Concepts
Massachusetts
-$248K -6,122 Closed
FSG
96
Financial Strategies Group
Michigan
-$201K -4,964 Closed
PFGIA
97
Patriot Financial Group Insurance Agency
Massachusetts
-$76K -1,867 Closed
Wells Fargo
98
Wells Fargo
California
-$40 -1 Closed