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State Street Ultra Short Term Bond ETF

82 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 21 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

23% more capital invested

Capital invested by funds: $265M → $326M (+$60.2M)

14.44% more ownership

Funds ownership: 59.04%73.47% (+14%)

9% more funds holding

Funds holding: 7582 (+7)

16% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 25

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
82
Holders Change
+7
Holders Change %
+9.33%
% of All Funds
1.26%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
21
Increased
21
Reduced
25
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$78.4M +$1.2M +29,610 +2%
AIA
2
Angeles Investment Advisors
California
$54.6M +$29.3M +724,605 +115%
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$24M -$511K -12,649 -2%
JCA
4
January Capital Advisors
California
$14M +$14M +347,410 New
CL
5
COWA LLC
Oklahoma
$13.1M +$267K +6,602 +2%
Osaic Holdings
6
Osaic Holdings
Arizona
$12.6M +$9.14M +226,371 +266%
HWA
7
Heartwood Wealth Advisors
Virginia
$9.98M +$103K +2,546 +1%
TI
8
Tidal Investments
Wisconsin
$9.19M +$961K +23,818 +12%
LPL Financial
9
LPL Financial
California
$8.74M -$729K -18,069 -8%
B
10
Bensler
Washington
$8.51M +$8.52M +210,968 New
UBS Group
11
UBS Group
Switzerland
$8.31M -$2.17M -53,801 -21%
Bank of America
12
Bank of America
North Carolina
$6.85M +$573K +14,205 +9%
NGA
13
Naples Global Advisors
Florida
$6.78M -$2.84M -70,400 -30%
PI
14
Parkside Investments
Illinois
$6.45M -$118K -2,920 -2%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$5.91M +$5.32M +131,706 +887%
SFWC
16
Strategic Family Wealth Counselors
New Jersey
$4.04M +$4.05M +100,300 New
Jane Street
17
Jane Street
New York
$3.9M +$3.91M +96,776 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$3.88M -$2.92M -72,213 -43%
AP
19
Advisors Preferred
Maryland
$3.24M +$507K +12,570 +19%
ARC
20
Advisor Resource Council
Texas
$3.08M +$2.13M +52,653 +222%
Citadel Advisors
21
Citadel Advisors
Florida
$2.85M +$2.48M +61,352 +664%
UIA
22
UBP Investment Advisors
Switzerland
$2.26M -$31.1K -771 -1%
AIA
23
Armor Investment Advisors
North Carolina
$2.24M +$2.25M +55,653 New
CA
24
CGN Advisors
Kansas
$2.22M -$724K -17,938 -25%
EWM
25
Elmwood Wealth Management
California
$2.09M +$2.09M +51,882 New