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State Street Ultra Short Term Bond ETF

29 hedge funds and large institutions have $90.4M invested in State Street Ultra Short Term Bond ETF in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 7

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6% less funds holding

Funds holding: 3129 (-2)

7% less ownership

Funds ownership: 60.89%53.89% (-7%)

13% less capital invested

Capital invested by funds: $104M → $90.4M (-$14.1M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
29
Holders Change
-2
Holders Change %
-6.45%
% of All Funds
0.63%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
4
Increased
14
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$37.7M +$796K +19,731 +2%
VCM
2
Vivaldi Capital Management
Illinois
$12.9M +$3.14M +77,821 +32%
CA
3
Continuum Advisory
Idaho
$6.43M +$5.06M +125,416 +369%
TI
4
Tidal Investments
Wisconsin
$4.38M -$1.74K -43 -0%
FTUS
5
Flow Traders U.S.
New York
$4.3M +$3.53M +87,524 +465%
GSC
6
G&S Capital
Colorado
$4.21M -$15.5M -383,435 -79%
Bank of America
7
Bank of America
North Carolina
$3.97M +$2.22M +54,959 +127%
SWMG
8
Signature Wealth Management Group
Georgia
$3.09M +$111K +2,757 +4%
UBS Group
9
UBS Group
Switzerland
$2.41M +$495K +12,267 +26%
HB
10
Homrich & Berg
Georgia
$1.67M +$500K +12,400 +43%
LPL Financial
11
LPL Financial
California
$1.47M +$143K +3,544 +11%
Citadel Advisors
12
Citadel Advisors
Florida
$1.28M +$79.7K +1,974 +7%
AP
13
Advisors Preferred
Maryland
$1.26M -$135K -3,340 -10%
FGAM
14
Financial Gravity Asset Management
Texas
$905K +$904K +22,395 New
FANJ
15
Financial Architects (New Jersey)
New Jersey
$806K +$461K +11,416 +134%
WAS
16
Winch Advisory Services
Wisconsin
$579K +$314K +7,792 +120%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$575K +$433K +10,735 +308%
MSAM
18
Moloney Securities Asset Management
Missouri
$506K +$21.8K +541 +5%
WAOTB
19
Wealth Advisors of Tampa Bay
Florida
$475K -$20.2K -500 -4%
NA
20
NewEdge Advisors
Louisiana
$364K
ACP
21
Aveo Capital Partners
Colorado
$250K +$250K +6,200 New
MGIA
22
Matthew Goff Investment Advisor
Texas
$245K +$244K +6,055 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$218K -$792K -19,620 -78%
MA
24
Mutual Advisors
Nebraska
$202K
SBL
25
Sargent Bickham Lagudis
Colorado
$131K

ULST Hedge Fund Activity: Q2 2019 in Review

29 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street Ultra Short Term Bond ETF (ULST) for Q2 2019, worth a combined $90.4M — down 13% from $104M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of ULST and 4 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 14 added.

The largest buyer was Continuum Advisory, adding an estimated $5.06M. The largest seller was G&S Capital, cutting an estimated $15.5M.

  • 29 institutional investors held State Street Ultra Short Term Bond ETF (ULST) as of Q2 2019, down from 31 in Q1 2019.
  • Funds reported $90.4M of State Street Ultra Short Term Bond ETF stock for Q2 2019, down 13% quarter-over-quarter.
  • 4 funds opened new State Street Ultra Short Term Bond ETF positions in Q2 2019 and 5 closed out, a net change of -1 holder.
  • The largest State Street Ultra Short Term Bond ETF buyer in Q2 2019 was Continuum Advisory, an estimated $5.06M added.
  • The largest State Street Ultra Short Term Bond ETF seller in Q2 2019 was G&S Capital, an estimated $15.5M sold.

Based on aggregated 13F filings for Q2 2019.