State Street Ultra Short Term Bond ETF
ULST
12 hedge funds and large institutions have $8.14M invested in State Street Ultra Short Term Bond ETF in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
33% more funds holding
Funds holding: 9 → 12 (+3)
11% more capital invested
Capital invested by funds: $7.3M → $8.14M (+$836K)
5.24% more ownership
Funds ownership: 45.61% → 50.85% (+5.2%)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$813K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$470K |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$395K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$126K |
| 5 |
GWM
Gupta Wealth Management
San Diego,
California
|
+$109K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$677K |
| 2 |
JG
Jefferies Group
New York
|
-$277K |
| 3 |
CWM
Cabot Wealth Management
Salem,
Massachusetts
|
-$74.1K |
| 4 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$64.9K |
| 5 |
Jane Street
New York
|
-$30.4K |
ULST Hedge Fund Activity: Q2 2015 in Review
12 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in State Street Ultra Short Term Bond ETF (ULST) for Q2 2015, worth a combined $8.14M — up 11% from $7.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new ULST positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 5 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $813K. The largest seller was Royal Bank of Canada, cutting an estimated $677K.
- 12 institutional investors held State Street Ultra Short Term Bond ETF (ULST) as of Q2 2015, up from 9 in Q1 2015.
- Funds reported $8.14M of State Street Ultra Short Term Bond ETF stock for Q2 2015, up 11% quarter-over-quarter.
- 4 funds opened new State Street Ultra Short Term Bond ETF positions in Q2 2015 and 1 closed out, a net change of +3 holders.
- The largest State Street Ultra Short Term Bond ETF buyer in Q2 2015 was Morgan Stanley, an estimated $813K added.
- The largest State Street Ultra Short Term Bond ETF seller in Q2 2015 was Royal Bank of Canada, an estimated $677K sold.
Based on aggregated 13F filings for Q2 2015.