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State Street Ultra Short Term Bond ETF

76 hedge funds and large institutions have $205M invested in State Street Ultra Short Term Bond ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% less funds holding

Funds holding: 8576 (-9)

16.39% less ownership

Funds ownership: 71.67%55.27% (-16%)

34% less capital invested

Capital invested by funds: $312M → $205M (-$107M)

41% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 34

47% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 19

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
76
Holders Change
-9
Holders Change %
-10.59%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
10
Increased
20
Reduced
34
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JCA
1
January Capital Advisors
California
$49M -$24.3K -608 -0%
Morgan Stanley
2
Morgan Stanley
New York
$14.5M -$1.09M -27,238 -7%
HWA
3
Heartwood Wealth Advisors
Virginia
$11.4M +$351K +8,771 +3%
LPL Financial
4
LPL Financial
California
$10.8M +$2.39M +59,808 +28%
B
5
Bensler
Washington
$9.18M +$422K +10,558 +5%
HI
6
Harbour Investments
Wisconsin
$9.14M +$9.18M +229,607 New
Bank of America
7
Bank of America
North Carolina
$8.94M +$1.86M +46,490 +26%
TI
8
Tidal Investments
Wisconsin
$8.89M +$224K +5,610 +3%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$7.29M +$6.84M +171,084 +1,421%
NGA
10
Naples Global Advisors
Florida
$5.95M -$649K -16,250 -10%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$5.89M +$309K +7,725 +6%
ARC
12
Advisor Resource Council
Texas
$5.68M +$4.28M +107,186 +302%
Osaic Holdings
13
Osaic Holdings
Arizona
$5.03M +$2.43M +60,801 +93%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$4.98M +$22.9K +573 +0.5%
UBS Group
15
UBS Group
Switzerland
$4.1M -$537K -13,441 -12%
AP
16
Advisors Preferred
Maryland
$3.97M -$293K -7,340 -7%
GI
17
Gradient Investments
Minnesota
$2.91M +$1.16M +28,925 +65%
Jane Street
18
Jane Street
New York
$2.82M -$4.39M -109,947 -61%
MSAM
19
Moloney Securities Asset Management
Missouri
$2.48M +$330K +8,264 +15%
EWM
20
Elmwood Wealth Management
California
$2.45M +$31K +775 +1%
UIA
21
UBP Investment Advisors
Switzerland
$2.19M -$21.8M -544,664 -91%
CA
22
CGN Advisors
Kansas
$1.62M -$94.1K -2,354 -5%
EH
23
Equitable Holdings
New York
$1.37M +$10.3K +257 +0.8%
GIA
24
Gladstone Institutional Advisory
Florida
$1.17M -$43.7K -1,094 -4%
CL
25
COWA LLC
Oklahoma
$1.14M -$1.58M -39,588 -58%