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State Street Ultra Short Term Bond ETF

92 hedge funds and large institutions have $443M invested in State Street Ultra Short Term Bond ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

6% more capital invested

Capital invested by funds: $418M → $443M (+$25.5M)

1.6% more ownership

Funds ownership: 75.78%77.38% (+1.6%)

0% more funds holding

Funds holding: 9292 (0)

19% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 36

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
92
Holders Change
Holders Change %
0%
% of All Funds
1.46%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
16
Increased
29
Reduced
36
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
76
Worth Asset Management
Texas
$239K
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$210K
AWM
78
Angeles Wealth Management
California
$201K
ACA
79
Aptus Capital Advisors
Alabama
$194K +$194K +4,813 New
GEA
80
Glen Eagle Advisors
New Jersey
$109K +$45.5K +1,131 +71%
NCM
81
Northwest Capital Management
Oregon
$58.2K +$27.7K +688 +91%
GWM
82
Geneos Wealth Management
Colorado
$32K
LFA
83
LGT Financial Advisors
Texas
$25.2K +$25.1K +625 New
SPIA
84
Steward Partners Investment Advisory
New York
$19.1K -$1.45K -36 -7%
VWM
85
Venturi Wealth Management
Texas
$18.8K +$18.8K +467 New
PCM
86
Penserra Capital Management
California
$7K -$12.6K -314 -63%
HWA
87
HHM Wealth Advisors
Tennessee
$6.29K -$4.83K -120 -43%
JFA
88
JNBA Financial Advisors
Minnesota
$5.73K +$40 +1 +0.7%
CSPIA
89
Cary Street Partners Investment Advisory
Virginia
$4.99K
CAS
90
Coppell Advisory Solutions
Texas
$2.04K -$1.73K -43 -46%
HNB
91
Huntington National Bank
Ohio
$81
Citigroup
92
Citigroup
New York
$81 +$80 +2 New
Fidelity Investments
93
Fidelity Investments
Massachusetts
$40 +$40 +1 New
Wells Fargo
94
Wells Fargo
California
$6
AI
95
Atria Investments
North Carolina
-$2.68M -66,580 Closed
AWM
96
Apollon Wealth Management
South Carolina
-$2.45M -60,981 Closed
RJFSA
97
Raymond James Financial Services Advisors
Florida
-$1.71M -42,474 Closed
Citadel Advisors
98
Citadel Advisors
Florida
-$1.31M -32,577 Closed
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
-$895K -22,228 Closed
CA
100
Cetera Advisors
Colorado
-$477K -11,857 Closed