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State Street Ultra Short Term Bond ETF

48 hedge funds and large institutions have $184M invested in State Street Ultra Short Term Bond ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

9% more funds holding

Funds holding: 4448 (+4)

2.31% more ownership

Funds ownership: 62.25%64.57% (+2.3%)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $187M → $184M (-$2.54M)

Holders
48
Holders Change
+4
Holders Change %
+9.09%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
10
Increased
17
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$63.2M +$3.3M +81,756 +6%
WAP
2
Wealthcare Advisory Partners
Pennsylvania
$18.3M +$1.22M +30,217 +7%
SMM
3
Stadion Money Management
Georgia
$12.6M +$12.6M +311,989 New
LPL Financial
4
LPL Financial
California
$11.3M +$2.64M +65,323 +31%
Bank of America
5
Bank of America
North Carolina
$8.39M +$4.64M +114,792 +124%
TI
6
Tidal Investments
Wisconsin
$6.55M +$249K +6,178 +4%
MGIA
7
Matthew Goff Investment Advisor
Texas
$6.42M +$400K +9,916 +7%
PI
8
Parkside Investments
Illinois
$5.99M +$2.92M +72,200 +95%
AP
9
Advisors Preferred
Maryland
$5.72M +$2.06M +51,000 +56%
CA
10
Continuum Advisory
Idaho
$4.91M -$537K -13,291 -10%
UBS Group
11
UBS Group
Switzerland
$4.17M -$75.7K -1,874 -2%
GI
12
Gradient Investments
Minnesota
$4.17M -$18.9K -467 -0.5%
BSAM
13
Blue Sky Asset Management
Colorado
$3.44M -$405K -10,028 -11%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.38M -$381K -9,445 -10%
GKWIM
15
Gerber Kawasaki Wealth & Investment Management
California
$3.17M -$1.14M -28,202 -26%
Jane Street
16
Jane Street
New York
$2.81M -$30.3M -749,295 -92%
BCM
17
Brasada Capital Management
Texas
$2.76M +$796K +19,721 +41%
GEA
18
Glen Eagle Advisors
New Jersey
$2.47M +$2.47M +61,099 New
FGA
19
Fortis Group Advisors
New Jersey
$1.7M +$1.7M +42,170 New
NA
20
NewEdge Advisors
Louisiana
$1.46M +$75.8K +1,876 +5%
UIA
21
UBP Investment Advisors
Switzerland
$1.06M +$208K +5,153 +25%
FFC
22
Fure Financial Corporation
Minnesota
$955K +$31.1K +769 +3%
PIM
23
Penobscot Investment Management
Massachusetts
$897K -$109K -2,690 -11%
ACP
24
Aveo Capital Partners
Colorado
$782K
SCM
25
SOL Capital Management
Maryland
$655K +$654K +16,200 New

ULST Hedge Fund Activity: Q3 2020 in Review

48 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street Ultra Short Term Bond ETF (ULST) for Q3 2020, worth a combined $184M — down 1.4% from $187M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ULST positions and 6 closed out — a net gain of 4 holders — while 17 added to existing stakes and 16 trimmed.

The largest buyer was Stadion Money Management, opening a new position worth an estimated $12.6M. The largest seller was Jane Street, cutting an estimated $30.3M.

  • 48 institutional investors held State Street Ultra Short Term Bond ETF (ULST) as of Q3 2020, up from 44 in Q2 2020.
  • Funds reported $184M of State Street Ultra Short Term Bond ETF stock for Q3 2020, down 1.4% quarter-over-quarter.
  • 10 funds opened new State Street Ultra Short Term Bond ETF positions in Q3 2020 and 6 closed out, a net change of +4 holders.
  • The largest State Street Ultra Short Term Bond ETF buyer in Q3 2020 was Stadion Money Management, an estimated $12.6M added.
  • The largest State Street Ultra Short Term Bond ETF seller in Q3 2020 was Jane Street, an estimated $30.3M sold.

Based on aggregated 13F filings for Q3 2020.