We are live on ! Find out more
ULST icon

State Street Ultra Short Term Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+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: 7677 (+1)

4% more capital invested

Capital invested by funds: $205M → $214M (+$8.9M)

8% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 25

Holders
77
Holders Change
+1
Holders Change %
+1.32%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
23
Reduced
25
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$30M +$19.2M +480,334 +177%
Osaic Holdings
2
Osaic Holdings
Arizona
$21M +$16M +400,689 +317%
CA
3
Continuum Advisory
Idaho
$15.8M +$15.8M +395,472 New
Morgan Stanley
4
Morgan Stanley
New York
$14.7M +$142K +3,567 +1%
HWA
5
Heartwood Wealth Advisors
Virginia
$11.6M +$251K +6,295 +2%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$9.77M +$9.01M +225,826 +1,189%
B
7
Bensler
Washington
$9.71M +$508K +12,726 +6%
Bank of America
8
Bank of America
North Carolina
$9.34M +$374K +9,363 +4%
HI
9
Harbour Investments
Wisconsin
$9.14M
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$7.57M +$7.22M +180,806 +2,054%
GI
11
Gradient Investments
Minnesota
$6.1M +$3.18M +79,781 +109%
NGA
12
Naples Global Advisors
Florida
$5.86M -$99.8K -2,500 -2%
TI
13
Tidal Investments
Wisconsin
$5.66M -$3.25M -81,329 -36%
UBS Group
14
UBS Group
Switzerland
$5.59M +$1.48M +37,108 +36%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$4.93M -$61.1K -1,531 -1%
AAS
16
Avantax Advisory Services
Texas
$3.67M +$3.67M +91,899 New
Citadel Advisors
17
Citadel Advisors
Florida
$2.55M +$1.52M +38,205 +149%
MSAM
18
Moloney Securities Asset Management
Missouri
$2.49M +$7.22K +181 +0.3%
EWM
19
Elmwood Wealth Management
California
$2.45M -$3.99K -100 -0.2%
FFG
20
Ford Financial Group
California
$2.32M +$2.32M +58,130 New
UIA
21
UBP Investment Advisors
Switzerland
$2.2M
RCS
22
Retirement Capital Strategies
California
$2.09M +$2.09M +52,429 New
AWM
23
Ameliora Wealth Management
Switzerland
$1.99M +$1.99M +49,899 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.77M -$4.14M -103,692 -70%
CA
25
CGN Advisors
Kansas
$1.58M -$45.8K -1,147 -3%