State Street Ultra Short Term Bond ETF
ULST
77 hedge funds and large institutions have $214M invested in State Street Ultra Short Term Bond ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 11 closing their positions.
180% more capital inflows, than outflows
Capital inflows: $89.4M | Capital outflows: $31.9M
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
27% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 11
8.44% more ownership
Funds ownership: 55.27% → 63.71% (+8.4%)
1% more funds holding
Funds holding: 76 → 77 (+1)
8% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$19.2M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$16M |
| 3 |
CA
Continuum Advisory
Eagle,
Idaho
|
+$15.8M |
| 4 |
Rockefeller Capital Management
New York
|
+$9.01M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$7.29M |
| 2 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$5.46M |
| 3 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.14M |
| 4 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$3.97M |
| 5 |
Tidal Investments
Milwaukee,
Wisconsin
|
-$3.25M |
ULST Hedge Fund Activity: Q3 2022 in Review
77 of the 5,831 institutional investors tracked by Wall St. Rank reported a position in State Street Ultra Short Term Bond ETF (ULST) for Q3 2022, worth a combined $214M — up 4.3% from $205M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new ULST positions and 11 closed out — a net gain of 3 holders — while 23 added to existing stakes and 25 trimmed.
The largest buyer was LPL Financial, adding an estimated $19.2M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $7.29M sold.
- 77 institutional investors held State Street Ultra Short Term Bond ETF (ULST) as of Q3 2022, up from 76 in Q2 2022.
- Funds reported $214M of State Street Ultra Short Term Bond ETF stock for Q3 2022, up 4.3% quarter-over-quarter.
- 14 funds opened new State Street Ultra Short Term Bond ETF positions in Q3 2022 and 11 closed out, a net change of +3 holders.
- The largest State Street Ultra Short Term Bond ETF buyer in Q3 2022 was LPL Financial, an estimated $19.2M added.
- The largest State Street Ultra Short Term Bond ETF seller in Q3 2022 was Susquehanna International Group, an estimated $7.29M sold.
Based on aggregated 13F filings for Q3 2022.