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State Street Ultra Short Term Bond ETF
ULST
ULST
93 hedge funds and large institutions have $378M invested in State Street Ultra Short Term Bond ETF in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 15 closing their positions.
New
Increased
Maintained
Reduced
Closed
93% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 15
37% more capital invested
Capital invested by funds: $276M → $378M (+$102M)
16% more funds holding
Funds holding: 80 → 93 (+13)
6.56% more ownership
Funds ownership: 67.27% → 73.83% (+6.6%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
18% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 28
Holders
93
Holders Change
+13
Holders Change %
+16.25%
% 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
29
Increased
23
Reduced
28
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$23.1M |
| 2 |
DK
David Kennon
Sarasota,
Florida
|
+$22.1M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$17.1M |
| 4 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$15.5M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$11.9M |
Top Sellers
| 1 |
Bank of New York Mellon
New York
|
-$17.2M |
| 2 |
B
Bensler
Bellevue,
Washington
|
-$10.9M |
| 3 |
T
TRUADVICE
Sarasota,
Florida
|
-$9.85M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$9.25M |
| 5 |
Rockefeller Capital Management
New York
|
-$5.31M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AI
101
Atria Investments
Charlotte,
North Carolina
| – | -$1.01M | -25,252 | Closed |
|
|
ACA
102
Aptus Capital Advisors
Fairhope,
Alabama
| – | -$843K | -21,088 | Closed |
|
|
SFWC
103
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| – | -$753K | -18,843 | Closed |
|
|
WAP
104
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$216K | -5,406 | Closed |
|
105
Bessemer Group
Woodbridge,
New Jersey
| – | -$56K | -1,400 | Closed |
|
|
USCWA
106
U.S. Capital Wealth Advisors
Austin,
Texas
| – | -$14K | -350 | Closed |
|
|
CAS
107
Coppell Advisory Solutions
Coppell,
Texas
| – | -$2.04K | -51 | Closed |
|
|
CASC
108
Coppell Advisory Solutions Corp
Coppell,
Texas
| – | -$2.04K | -51 | Closed |
|
109
Citigroup
New York
| – | -$480 | -12 | Closed |
|
110
Fidelity Investments
Boston,
Massachusetts
| – | -$40 | -1 | Closed |
|