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State Street Ultra Short Term Bond ETF

62 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, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

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)

3% more funds holding

Funds holding: 6062 (+2)

1.94% more ownership

Funds ownership: 57.7%59.64% (+1.9%)

0% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 21

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
21
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$71.8M +$7.47M +184,513 +12%
WAP
2
Wealthcare Advisory Partners
Pennsylvania
$22.1M +$2.48M +61,306 +13%
LPL Financial
3
LPL Financial
California
$11.1M -$1.99M -49,238 -15%
CL
4
COWA LLC
Oklahoma
$10.4M +$7.42M +183,384 +245%
HWA
5
Heartwood Wealth Advisors
Virginia
$9.34M +$9.35M +230,896 New
Bank of America
6
Bank of America
North Carolina
$6.66M -$87K -2,150 -1%
TI
7
Tidal Investments
Wisconsin
$6.65M +$65.7K +1,623 +1%
PI
8
Parkside Investments
Illinois
$6.38M -$299K -7,375 -4%
UBS Group
9
UBS Group
Switzerland
$5.83M +$441K +10,886 +8%
AIA
10
Angeles Investment Advisors
California
$4.76M +$4.56M +112,700 +2,254%
AP
11
Advisors Preferred
Maryland
$3.88M -$649K -16,030 -14%
Osaic Holdings
12
Osaic Holdings
Arizona
$3.83M +$436K +10,774 +13%
GI
13
Gradient Investments
Minnesota
$3.45M -$649K -16,046 -16%
CI
14
CX Institutional
Indiana
$3.42M +$3.43M +84,627 New
NA
15
NewEdge Advisors
Louisiana
$2.95M +$310K +7,663 +12%
CA
16
CGN Advisors
Kansas
$2.31M -$269K -6,653 -10%
GEA
17
Glen Eagle Advisors
New Jersey
$2.3M -$1.24M -30,737 -35%
UIA
18
UBP Investment Advisors
Switzerland
$2.22M +$1.2M +29,649 +117%
BCM
19
Brasada Capital Management
Texas
$2.2M +$207K +5,111 +10%
EWM
20
Elmwood Wealth Management
California
$2.02M +$2.03M +50,045 New
MGIA
21
Matthew Goff Investment Advisor
Texas
$1.95M -$4.28M -105,805 -69%
Jane Street
22
Jane Street
New York
$1.92M +$890K +21,992 +87%
GKWIM
23
Gerber Kawasaki Wealth & Investment Management
California
$1.69M -$807K -19,947 -32%
Citadel Advisors
24
Citadel Advisors
Florida
$1.54M +$646K +15,951 +72%
HI
25
Harbour Investments
Wisconsin
$1.4M +$1.4M +34,625 New