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State Street Ultra Short Term Bond ETF

92 hedge funds and large institutions have $418M invested in State Street Ultra Short Term Bond ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 28

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

11% more capital invested

Capital invested by funds: $378M → $418M (+$39.9M)

1.95% more ownership

Funds ownership: 73.83%75.78% (+1.9%)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

1% less funds holding

Funds holding: 9392 (-1)

Holders
92
Holders Change
-1
Holders Change %
-1.08%
% of All Funds
1.44%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
13
Increased
36
Reduced
28
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GSC
76
G&S Capital
Colorado
$219K +$219K +5,445 New
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$210K
SFP
78
Sweet Financial Partners
Minnesota
$204K -$93.5K -2,326 -32%
AWM
79
Angeles Wealth Management
California
$201K
AWM
80
Avondale Wealth Management
Texas
$126K -$126K -3,125 -50%
GEA
81
Glen Eagle Advisors
New Jersey
$63.9K -$25.1K -625 -28%
BWA
82
BDO Wealth Advisors
Florida
$36.6K +$362 +9 +1%
GWM
83
Geneos Wealth Management
Colorado
$32K +$32K +795 New
NCM
84
Northwest Capital Management
Oregon
$30.5K +$30.5K +758 New
SPIA
85
Steward Partners Investment Advisory
New York
$20.5K +$20.5K +510 New
PCM
86
Penserra Capital Management
California
$20K +$20K +497 New
MFA
87
McClarren Financial Advisors
Pennsylvania
$12K +$161 +4 +1%
HWA
88
HHM Wealth Advisors
Tennessee
$11.1K
JFA
89
JNBA Financial Advisors
Minnesota
$5.66K +$1.53K +38 +37%
CSPIA
90
Cary Street Partners Investment Advisory
Virginia
$4.99K
CAS
91
Coppell Advisory Solutions
Texas
$3.78K +$3.78K +94 New
SWM
92
Spire Wealth Management
Virginia
$2.54K
HNB
93
Huntington National Bank
Ohio
$81
Wells Fargo
94
Wells Fargo
California
$16
IWM
95
IHT Wealth Management
Illinois
-$15.6M -386,656 Closed
RCS
96
Retirement Capital Strategies
California
-$3.12M -77,437 Closed
ATPW
97
Ashton Thomas Private Wealth
Arizona
-$1.19M -29,559 Closed
LCWP
98
Legacy Capital Wealth Partners
Arkansas
-$1.06M -26,386 Closed
MFG
99
Merit Financial Group
Georgia
-$833K -20,707 Closed
FHA
100
Flagship Harbor Advisors
Massachusetts
-$332K -8,250 Closed