State Street Ultra Short Term Bond ETF
ULST
80 hedge funds and large institutions have $326M invested in State Street Ultra Short Term Bond ETF in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 14 closing their positions.
43% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 14
23% more capital invested
Capital invested by funds: $265M → $326M (+$60.2M)
14.05% more ownership
Funds ownership: 59.04% → 73.09% (+14%)
7% more funds holding
Funds holding: 75 → 80 (+5)
13% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 24
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
+$29.3M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$9.14M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.32M |
| 4 |
SFWC
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
+$4.05M |
| 5 |
Jane Street
New York
|
+$3.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$6.56M |
| 2 |
PAM
PVG Asset Management
Golden,
Colorado
|
-$3.77M |
| 3 |
Bank of New York Mellon
New York
|
-$2.92M |
| 4 |
NGA
Naples Global Advisors
Naples,
Florida
|
-$2.84M |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
-$2.84M |
ULST Hedge Fund Activity: Q4 2021 in Review
80 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in State Street Ultra Short Term Bond ETF (ULST) for Q4 2021, worth a combined $326M — up 23% from $265M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new ULST positions and 14 closed out — a net gain of 6 holders — while 21 added to existing stakes and 24 trimmed.
The largest buyer was Angeles Investment Advisors, adding an estimated $29.3M. The largest seller was Retirement Capital Strategies, exiting entirely with an estimated $6.56M sold.
- 80 institutional investors held State Street Ultra Short Term Bond ETF (ULST) as of Q4 2021, up from 75 in Q3 2021.
- Funds reported $326M of State Street Ultra Short Term Bond ETF stock for Q4 2021, up 23% quarter-over-quarter.
- 20 funds opened new State Street Ultra Short Term Bond ETF positions in Q4 2021 and 14 closed out, a net change of +6 holders.
- The largest State Street Ultra Short Term Bond ETF buyer in Q4 2021 was Angeles Investment Advisors, an estimated $29.3M added.
- The largest State Street Ultra Short Term Bond ETF seller in Q4 2021 was Retirement Capital Strategies, an estimated $6.56M sold.
Based on aggregated 13F filings for Q4 2021.