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State Street Ultra Short Term Bond ETF

15 hedge funds and large institutions have $12.9M invested in State Street Ultra Short Term Bond ETF in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

12.19% less ownership

Funds ownership: 42.74%30.55% (-12%)

16% less capital invested

Capital invested by funds: $15.5M → $12.9M (-$2.55M)

21% less funds holding

Funds holding: 1915 (-4)

50% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 6

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
15
Holders Change
-4
Holders Change %
-21.05%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
3
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$3.34M -$123K -3,052 -4%
Morgan Stanley
2
Morgan Stanley
New York
$3.02M +$73.8K +1,833 +3%
HCA
3
Harbour Capital Advisors
Virginia
$1.36M
AAMA
4
Advanced Asset Management Advisors
Ohio
$1.29M -$48.3K -1,200 -4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$991K -$155K -3,849 -14%
BAM
6
Belpointe Asset Management
Nevada
$871K +$651K +16,169 +297%
AP
7
Advisors Preferred
Maryland
$748K -$175K -4,340 -19%
MSAM
8
Moloney Securities Asset Management
Missouri
$408K +$408K +10,125 New
LPL Financial
9
LPL Financial
California
$338K -$174K -4,325 -34%
MA
10
Mutual Advisors
Nebraska
$202K
SBL
11
Sargent Bickham Lagudis
Colorado
$131K
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$124K
FANJ
13
Financial Architects (New Jersey)
New Jersey
$50K +$32.1K +797 +184%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$34K -$18.6K -462 -35%
FHA
15
Flagship Harbor Advisors
Massachusetts
$1K +$1.81K +45 New
Jane Street
16
Jane Street
New York
-$1.48M -36,689 Closed
LNC
17
Lincoln National Corp
Pennsylvania
-$441K -10,966 Closed
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
-$427K -10,622 Closed
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$260K -6,455 Closed
MFS
20
McNamara Financial Services
Massachusetts
-$221K -5,496 Closed
TCM
21
Tuttle Capital Management
Connecticut
-$219K -5,447 Closed

ULST Hedge Fund Activity: Q2 2018 in Review

15 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in State Street Ultra Short Term Bond ETF (ULST) for Q2 2018, worth a combined $12.9M — down 16% from $15.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of ULST and 2 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 3 added.

The largest buyer was Belpointe Asset Management, adding an estimated $651K. The largest seller was Jane Street, exiting entirely with an estimated $1.48M sold.

  • 15 institutional investors held State Street Ultra Short Term Bond ETF (ULST) as of Q2 2018, down from 19 in Q1 2018.
  • Funds reported $12.9M of State Street Ultra Short Term Bond ETF stock for Q2 2018, down 16% quarter-over-quarter.
  • 2 funds opened new State Street Ultra Short Term Bond ETF positions in Q2 2018 and 6 closed out, a net change of -4 holders.
  • The largest State Street Ultra Short Term Bond ETF buyer in Q2 2018 was Belpointe Asset Management, an estimated $651K added.
  • The largest State Street Ultra Short Term Bond ETF seller in Q2 2018 was Jane Street, an estimated $1.48M sold.

Based on aggregated 13F filings for Q2 2018.