We are live on ! Find out more
ULST icon

State Street Ultra Short Term Bond ETF

105 hedge funds and large institutions have $465M invested in State Street Ultra Short Term Bond ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

14% more funds holding

Funds holding: 92105 (+13)

5% more capital invested

Capital invested by funds: $443M → $465M (+$21.7M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.08% less ownership

Funds ownership: 77.38%77.3% (-0.08%)

3% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 33

Holders
105
Holders Change
+13
Holders Change %
+14.13%
% of All Funds
1.53%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
23
Increased
32
Reduced
33
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
76
Trilogy Capital
California
$290K +$9.66K +240 +3%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$281K -$4.03K -100 -1%
HighTower Advisors
78
HighTower Advisors
Illinois
$274K -$23.7K -590 -8%
WAS
79
Winch Advisory Services
Wisconsin
$273K +$322 +8 +0.1%
HPC
80
Hobart Private Capital
North Carolina
$269K -$419K -10,416 -61%
CB
81
Cadence Bank
Mississippi
$267K
TSS
82
Two Sigma Securities
New York
$250K +$249K +6,195 New
WAM
83
Worth Asset Management
Texas
$239K
OMC
84
Old Mission Capital
Illinois
$233K +$232K +5,761 New
EH
85
Equitable Holdings
New York
$221K +$220K +5,476 New
CAN
86
Cetera Advisor Networks
California
$218K +$218K +5,408 New
SLC
87
Second Line Capital
Louisiana
$213K +$212K +5,267 New
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$211K
AWM
89
Angeles Wealth Management
California
$202K
SPIA
90
Steward Partners Investment Advisory
New York
$200K +$180K +4,475 +944%
ACA
91
Aptus Capital Advisors
Alabama
$189K -$5.35K -133 -3%
IGWM
92
ICA Group Wealth Management
Colorado
$128K +$128K +3,168 New
GEA
93
Glen Eagle Advisors
New Jersey
$110K +$362 +9 +0.3%
Wells Fargo
94
Wells Fargo
California
$99.4K +$99K +2,460 New
TCM
95
TD Capital Management
Tennessee
$88.3K +$88K +2,186 New
PTC
96
Private Trust Company
Ohio
$74.3K -$533K -13,247 -88%
NCM
97
Northwest Capital Management
Oregon
$59.7K +$1.29K +32 +2%
T
98
Tidemark
California
$43.9K +$43.7K +1,086 New
RIL
99
Rothschild Investment LLC
Illinois
$40.5K +$40.3K +1,002 New
GWM
100
Geneos Wealth Management
Colorado
$32.1K