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State Street Ultra Short Term Bond ETF

92 hedge funds and large institutions have $443M invested in State Street Ultra Short Term Bond ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

6% more capital invested

Capital invested by funds: $418M → $443M (+$25.5M)

1.6% more ownership

Funds ownership: 75.78%77.38% (+1.6%)

0% more funds holding

Funds holding: 9292 (0)

19% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 36

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
92
Holders Change
Holders Change %
0%
% of All Funds
1.46%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
16
Increased
29
Reduced
36
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$42.6M +$5.94M +147,708 +16%
GI
2
Gradient Investments
Minnesota
$41.3M +$12.6M +314,539 +44%
Morgan Stanley
3
Morgan Stanley
New York
$39M -$3.65M -90,777 -9%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$34.9M +$3.02M +75,073 +9%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$34.2M +$18.4M +457,974 +117%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$22.5M +$8.2M +203,848 +57%
DK
7
David Kennon
Florida
$21.6M -$731K -18,190 -3%
CA
8
Continuum Advisory
Idaho
$20M +$619K +15,398 +3%
Osaic Holdings
9
Osaic Holdings
Arizona
$15.9M -$2.45M -61,005 -13%
BFG
10
Bouchey Financial Group
New York
$15.4M -$6.17M -153,413 -29%
BW
11
BIP Wealth
Georgia
$14.6M +$1.03M +25,737 +8%
CWM
12
Congress Wealth Management
Massachusetts
$13.4M +$13.4M +332,051 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$12.1M -$7.13M -177,239 -37%
SMM
14
Stadion Money Management
Georgia
$11.6M +$11.6M +289,017 New
WWM
15
WT Wealth Management
Arizona
$10.5M -$1.15M -28,528 -10%
Jane Street
16
Jane Street
New York
$9.88M +$5.7M +141,828 +137%
Bank of America
17
Bank of America
North Carolina
$8.04M -$13.9M -346,300 -63%
AC
18
Avestar Capital
New York
$7.26M -$1.49M -36,937 -17%
AI
19
Auour Investments
Massachusetts
$5.01M +$265K +6,593 +6%
KDA
20
Kraft Davis & Associates
Missouri
$4.25M +$2.77M +68,903 +185%
NGA
21
Naples Global Advisors
Florida
$4.19M -$451K -11,225 -10%
UBS Group
22
UBS Group
Switzerland
$3.98M -$160K -3,972 -4%
HWA
23
Heartwood Wealth Advisors
Virginia
$3.46M +$8.81K +219 +0.3%
PAG
24
Private Advisor Group
New Jersey
$3.09M +$5.83K +145 +0.2%
MSAM
25
Moloney Securities Asset Management
Missouri
$2.82M -$22.7K -564 -0.8%