State Street Ultra Short Term Bond ETF
ULST
10 hedge funds and large institutions have $8.69M invested in State Street Ultra Short Term Bond ETF in 2014 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
25% more funds holding
Funds holding: 8 → 10 (+2)
0.5% less ownership
Funds ownership: 54.83% → 54.33% (-0.5%)
1% less capital invested
Capital invested by funds: $8.81M → $8.69M (-$119K)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AP
Advisors Preferred
Rockville,
Maryland
|
+$1.06M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$566K |
| 3 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
+$222K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$117K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$75.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JG
Jefferies Group
New York
|
-$1.2M |
| 2 |
Jane Street
New York
|
-$556K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$225K |
| 4 |
CWM
Cabot Wealth Management
Salem,
Massachusetts
|
-$104K |
ULST Hedge Fund Activity: Q4 2014 in Review
10 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in State Street Ultra Short Term Bond ETF (ULST) for Q4 2014, worth a combined $8.69M — down 1.3% from $8.81M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new ULST positions and 1 closed out — a net gain of 4 holders — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Advisors Preferred, opening a new position worth an estimated $1.06M. The largest seller was Jefferies Group, cutting an estimated $1.2M.
- 10 institutional investors held State Street Ultra Short Term Bond ETF (ULST) as of Q4 2014, up from 8 in Q3 2014.
- Funds reported $8.69M of State Street Ultra Short Term Bond ETF stock for Q4 2014, down 1.3% quarter-over-quarter.
- 5 funds opened new State Street Ultra Short Term Bond ETF positions in Q4 2014 and 1 closed out, a net change of +4 holders.
- The largest State Street Ultra Short Term Bond ETF buyer in Q4 2014 was Advisors Preferred, an estimated $1.06M added.
- The largest State Street Ultra Short Term Bond ETF seller in Q4 2014 was Jefferies Group, an estimated $1.2M sold.
Based on aggregated 13F filings for Q4 2014.