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State Street Ultra Short Term Bond ETF

112 hedge funds and large institutions have $440M invested in State Street Ultra Short Term Bond ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 53 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more funds holding

Funds holding: 103112 (+9)

3.05% more ownership

Funds ownership: 72.5%75.55% (+3.1%)

1% more capital invested

Capital invested by funds: $435M → $440M (+$5.16M)

47% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 53

Holders
112
Holders Change
+9
Holders Change %
+8.74%
% of All Funds
1.62%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
18
Increased
28
Reduced
53
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HF
76
HRT Financial
New York
$320K +$320K +7,924 New
EH
77
Equitable Holdings
New York
$311K +$4K +99 +1%
RFN
78
Redwood Financial Network
Ohio
$308K -$103K -2,546 -25%
SC
79
Savant Capital
Illinois
$304K +$303K +7,500 New
GS
80
GTS Securities
New York
$298K +$297K +7,352 New
WCFA
81
Walkner Condon Financial Advisors
Wisconsin
$284K
WAS
82
Winch Advisory Services
Wisconsin
$280K +$3.55K +88 +1%
CIA
83
Cape Investment Advisory
Georgia
$272K -$70.6K -1,748 -21%
CB
84
Cadence Bank
Mississippi
$267K
TI
85
Tidal Investments
Wisconsin
$256K -$41K -1,015 -14%
HighTower Advisors
86
HighTower Advisors
Illinois
$256K -$126K -3,122 -33%
Bank of New York Mellon
87
Bank of New York Mellon
New York
$256K +$1.13K +28 +0.4%
CWA
88
Canvas Wealth Advisors
Kansas
$243K +$242K +6,000 New
WAM
89
Worth Asset Management
Texas
$240K
ACM
90
AlphaStar Capital Management
North Carolina
$238K +$237K +5,872 New
PAM
91
PVG Asset Management
Colorado
$225K +$224K +5,552 New
FGA
92
Fortis Group Advisors
New Jersey
$215K -$291K -7,198 -58%
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$211K
AWM
94
Angeles Wealth Management
California
$202K
ACA
95
Aptus Capital Advisors
Alabama
$143K -$42.8K -1,059 -23%
Wells Fargo
96
Wells Fargo
California
$105K -$111K -2,743 -51%
GEA
97
Glen Eagle Advisors
New Jersey
$95.8K -$14.7K -363 -13%
TCM
98
TD Capital Management
Tennessee
$90.4K +$1.13K +28 +1%
IGWM
99
ICA Group Wealth Management
Colorado
$75.2K -$57.9K -1,434 -44%
RIL
100
Rothschild Investment LLC
Illinois
$40.6K