State Street Ultra Short Term Bond ETF
ULST
61 hedge funds and large institutions have $205M invested in State Street Ultra Short Term Bond ETF in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 9 closing their positions.
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
13% more capital invested
Capital invested by funds: $182M → $205M (+$23.9M)
2% more funds holding
Funds holding: 60 → 61 (+1)
1.47% more ownership
Funds ownership: 57.7% → 59.18% (+1.5%)
5% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 20
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
+$9.35M |
| 2 |
Morgan Stanley
New York
|
+$7.47M |
| 3 |
CL
COWA LLC
Tulsa,
Oklahoma
|
+$7.42M |
| 4 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
+$4.56M |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
+$3.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MGIA
Matthew Goff Investment Advisor
Houston,
Texas
|
-$4.28M |
| 2 |
CA
Continuum Advisory
Eagle,
Idaho
|
-$3.37M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.99M |
| 4 |
GEA
Glen Eagle Advisors
Kingston,
New Jersey
|
-$1.24M |
| 5 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
-$807K |
ULST Hedge Fund Activity: Q1 2021 in Review
61 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in State Street Ultra Short Term Bond ETF (ULST) for Q1 2021, worth a combined $205M — up 13% from $182M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new ULST positions and 9 closed out — a net gain of 2 holders — while 21 added to existing stakes and 20 trimmed.
The largest buyer was Heartwood Wealth Advisors, opening a new position worth an estimated $9.35M. The largest seller was Matthew Goff Investment Advisor, cutting an estimated $4.28M.
- 61 institutional investors held State Street Ultra Short Term Bond ETF (ULST) as of Q1 2021, up from 60 in Q4 2020.
- Funds reported $205M of State Street Ultra Short Term Bond ETF stock for Q1 2021, up 13% quarter-over-quarter.
- 11 funds opened new State Street Ultra Short Term Bond ETF positions in Q1 2021 and 9 closed out, a net change of +2 holders.
- The largest State Street Ultra Short Term Bond ETF buyer in Q1 2021 was Heartwood Wealth Advisors, an estimated $9.35M added.
- The largest State Street Ultra Short Term Bond ETF seller in Q1 2021 was Matthew Goff Investment Advisor, an estimated $4.28M sold.
Based on aggregated 13F filings for Q1 2021.