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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
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$333K +$333K +8,226 New
CF
77
Centaurus Financial
California
$320K
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$311K +$29.4K +727 +10%
EH
79
Equitable Holdings
New York
$308K +$85.7K +2,118 +39%
TI
80
Tidal Investments
Wisconsin
$298K -$413K -10,208 -58%
WCFA
81
Walkner Condon Financial Advisors
Wisconsin
$284K -$290K -7,164 -51%
WAS
82
Winch Advisory Services
Wisconsin
$276K +$2.27K +56 +0.8%
CB
83
Cadence Bank
Mississippi
$268K
Bank of New York Mellon
84
Bank of New York Mellon
New York
$255K -$61K -1,508 -19%
TA
85
Tactive Advisors
Florida
$241K +$241K +5,955 New
WAM
86
Worth Asset Management
Texas
$240K
RJFSA
87
Raymond James Financial Services Advisors
Florida
$229K +$229K +5,657 New
Wells Fargo
88
Wells Fargo
California
$216K +$116K +2,868 +117%
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$211K
CAN
90
Cetera Advisor Networks
California
$210K -$9.02K -223 -4%
AWM
91
Angeles Wealth Management
California
$203K
ACA
92
Aptus Capital Advisors
Alabama
$186K -$3.48K -86 -2%
IGWM
93
ICA Group Wealth Management
Colorado
$133K +$4.97K +123 +4%
GEA
94
Glen Eagle Advisors
New Jersey
$111K +$162 +4 +0.1%
TCM
95
TD Capital Management
Tennessee
$89.3K +$769 +19 +0.9%
NCM
96
Northwest Capital Management
Oregon
$59.9K
RIL
97
Rothschild Investment LLC
Illinois
$40.6K
PTC
98
Private Trust Company
Ohio
$35.3K -$39.2K -968 -53%
CA
99
CoreCap Advisors
Michigan
$26.2K +$26.2K +647 New
AWM
100
Avior Wealth Management
Nebraska
$21.1K +$21.1K +522 New