State Street Ultra Short Term Bond ETF
ULST
80 hedge funds and large institutions have $276M invested in State Street Ultra Short Term Bond ETF in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 14 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
43% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 14
33% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 21
29% more capital invested
Capital invested by funds: $214M → $276M (+$61.9M)
4% more funds holding
Funds holding: 77 → 80 (+3)
3.56% more ownership
Funds ownership: 63.71% → 67.27% (+3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$13.6M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$11.6M |
| 3 |
T
TRUADVICE
Sarasota,
Florida
|
+$8.98M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6.83M |
| 5 |
BFG
Bouchey Financial Group
Troy,
New York
|
+$5.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
-$8.39M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.55M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$1.48M |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$1.14M |
| 5 |
AIA
Armor Investment Advisors
Raleigh,
North Carolina
|
-$988K |
ULST Hedge Fund Activity: Q4 2022 in Review
80 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in State Street Ultra Short Term Bond ETF (ULST) for Q4 2022, worth a combined $276M — up 29% from $214M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new ULST positions and 14 closed out — a net gain of 6 holders — while 28 added to existing stakes and 21 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $13.6M. The largest seller was Heartwood Wealth Advisors, cutting an estimated $8.39M.
- 80 institutional investors held State Street Ultra Short Term Bond ETF (ULST) as of Q4 2022, up from 77 in Q3 2022.
- Funds reported $276M of State Street Ultra Short Term Bond ETF stock for Q4 2022, up 29% quarter-over-quarter.
- 20 funds opened new State Street Ultra Short Term Bond ETF positions in Q4 2022 and 14 closed out, a net change of +6 holders.
- The largest State Street Ultra Short Term Bond ETF buyer in Q4 2022 was Bank of New York Mellon, an estimated $13.6M added.
- The largest State Street Ultra Short Term Bond ETF seller in Q4 2022 was Heartwood Wealth Advisors, an estimated $8.39M sold.
Based on aggregated 13F filings for Q4 2022.