State Street Ultra Short Term Bond ETF
ULST
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.
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: 92 → 92 (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: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$18.4M |
| 2 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$13.4M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$12.6M |
| 4 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$11.6M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$8.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$13.9M |
| 2 |
EFG
Everhart Financial Group
Dublin,
Ohio
|
-$7.33M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.13M |
| 4 |
BFG
Bouchey Financial Group
Troy,
New York
|
-$6.17M |
| 5 |
Morgan Stanley
New York
|
-$3.65M |
ULST Hedge Fund Activity: Q3 2023 in Review
92 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in State Street Ultra Short Term Bond ETF (ULST) for Q3 2023, worth a combined $443M — up 6.1% from $418M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new ULST positions and 13 closed out — a net gain of 3 holders — while 29 added to existing stakes and 36 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $18.4M. The largest seller was Bank of America, cutting an estimated $13.9M.
- 92 institutional investors held State Street Ultra Short Term Bond ETF (ULST) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $443M of State Street Ultra Short Term Bond ETF stock for Q3 2023, up 6.1% quarter-over-quarter.
- 16 funds opened new State Street Ultra Short Term Bond ETF positions in Q3 2023 and 13 closed out, a net change of +3 holders.
- The largest State Street Ultra Short Term Bond ETF buyer in Q3 2023 was Royal Bank of Canada, an estimated $18.4M added.
- The largest State Street Ultra Short Term Bond ETF seller in Q3 2023 was Bank of America, an estimated $13.9M sold.
Based on aggregated 13F filings for Q3 2023.