State Street Ultra Short Term Bond ETF
ULST
93 hedge funds and large institutions have $378M invested in State Street Ultra Short Term Bond ETF in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 15 closing their positions.
93% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 15
37% more capital invested
Capital invested by funds: $276M → $378M (+$102M)
16% more funds holding
Funds holding: 80 → 93 (+13)
6.56% more ownership
Funds ownership: 67.27% → 73.83% (+6.6%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
18% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$23.1M |
| 2 |
DK
David Kennon
Sarasota,
Florida
|
+$22.1M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$17.1M |
| 4 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$15.5M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$11.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$17.2M |
| 2 |
B
Bensler
Bellevue,
Washington
|
-$10.9M |
| 3 |
T
TRUADVICE
Sarasota,
Florida
|
-$9.85M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$9.25M |
| 5 |
Rockefeller Capital Management
New York
|
-$5.31M |
ULST Hedge Fund Activity: Q1 2023 in Review
93 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in State Street Ultra Short Term Bond ETF (ULST) for Q1 2023, worth a combined $378M — up 37% from $276M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new ULST positions and 15 closed out — a net gain of 14 holders — while 23 added to existing stakes and 28 trimmed.
The largest buyer was NewEdge Advisors, adding an estimated $23.1M. The largest seller was Bank of New York Mellon, cutting an estimated $17.2M.
- 93 institutional investors held State Street Ultra Short Term Bond ETF (ULST) as of Q1 2023, up from 80 in Q4 2022.
- Funds reported $378M of State Street Ultra Short Term Bond ETF stock for Q1 2023, up 37% quarter-over-quarter.
- 29 funds opened new State Street Ultra Short Term Bond ETF positions in Q1 2023 and 15 closed out, a net change of +14 holders.
- The largest State Street Ultra Short Term Bond ETF buyer in Q1 2023 was NewEdge Advisors, an estimated $23.1M added.
- The largest State Street Ultra Short Term Bond ETF seller in Q1 2023 was Bank of New York Mellon, an estimated $17.2M sold.
Based on aggregated 13F filings for Q1 2023.