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State Street Ultra Short Term Bond ETF
ULST
ULST
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: 92 → 92 (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: 5 → 4 (-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
–
Top Buyers
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$13.9M |
| 2 |
EFG
Everhart Financial Group
Dublin,
Ohio
|
-$7.33M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.13M |
| 4 |
BFG
Bouchey Financial Group
Troy,
New York
|
-$6.17M |
| 5 |
Morgan Stanley
New York
|
-$3.65M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$384K | -9,535 | Closed |
|
|
NW
102
NewEdge Wealth
Pittsburgh,
Pennsylvania
| – | -$357K | -8,867 | Closed |
|
|
GSC
103
G&S Capital
Denver,
Colorado
| – | -$219K | -5,445 | Closed |
|
|
SFP
104
Sweet Financial Partners
Fairmont,
Minnesota
| – | -$204K | -5,056 | Closed |
|
|
AWM
105
Avondale Wealth Management
West Lake Hills,
Texas
| – | -$126K | -3,125 | Closed |
|
|
MFA
106
McClarren Financial Advisors
State College,
Pennsylvania
| – | -$12K | -311 | Closed |
|
|
SWM
107
Spire Wealth Management
Mclean,
Virginia
| – | -$2.54K | -63 | Closed |
|