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State Street Ultra Short Term Bond ETF

85 hedge funds and large institutions have $312M invested in State Street Ultra Short Term Bond ETF in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

4% more funds holding

Funds holding: 8285 (+3)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less capital invested

Capital invested by funds: $326M → $312M (-$13.5M)

1.81% less ownership

Funds ownership: 73.47%71.67% (-1.8%)

16% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 31

Holders
85
Holders Change
+3
Holders Change %
+3.66%
% of All Funds
1.34%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
15
Increased
26
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
1
Angeles Investment Advisors
California
$75.4M +$21.3M +530,780 +39%
JCA
2
January Capital Advisors
California
$49.1M +$35.5M +884,842 +255%
UIA
3
UBP Investment Advisors
Switzerland
$18.3M +$21.8M +543,572 +968%
Morgan Stanley
4
Morgan Stanley
New York
$15.6M -$62.4M -1,554,736 -80%
SFP
5
Sweet Financial Partners
Minnesota
$12M +$9.96M +248,027 +482%
HWA
6
Heartwood Wealth Advisors
Virginia
$11.1M +$1.16M +28,871 +12%
FA
7
FDx Advisors
Illinois
$10.6M +$10.1M +251,711 +2,008%
B
8
Bensler
Washington
$8.81M +$366K +9,113 +4%
TI
9
Tidal Investments
Wisconsin
$8.71M -$417K -10,393 -5%
LPL Financial
10
LPL Financial
California
$8.47M -$209K -5,205 -2%
Jane Street
11
Jane Street
New York
$7.24M +$3.37M +84,025 +87%
Bank of America
12
Bank of America
North Carolina
$7.13M +$330K +8,212 +5%
NGA
13
Naples Global Advisors
Florida
$6.63M -$100K -2,500 -1%
PI
14
Parkside Investments
Illinois
$5.73M -$673K -16,760 -10%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$5.62M -$251K -6,258 -4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$4.98M +$1.13M +28,094 +29%
UBS Group
17
UBS Group
Switzerland
$4.66M -$3.6M -89,664 -43%
AP
18
Advisors Preferred
Maryland
$4.28M +$1.07M +26,610 +33%
ATPW
19
Ashton Thomas Private Wealth
Arizona
$2.97M +$2.98M +74,286 New
Osaic Holdings
20
Osaic Holdings
Arizona
$2.75M -$9.88M -246,132 -79%
CL
21
COWA LLC
Oklahoma
$2.73M -$10.3M -256,010 -79%
Citadel Advisors
22
Citadel Advisors
Florida
$2.52M -$311K -7,748 -11%
EWM
23
Elmwood Wealth Management
California
$2.43M +$358K +8,920 +17%
MSAM
24
Moloney Securities Asset Management
Missouri
$2.16M +$709K +17,650 +49%
GI
25
Gradient Investments
Minnesota
$1.77M +$375K +9,332 +27%