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State Street Ultra Short Term Bond ETF

105 hedge funds and large institutions have $465M invested in State Street Ultra Short Term Bond ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

14% more funds holding

Funds holding: 92105 (+13)

5% more capital invested

Capital invested by funds: $443M → $465M (+$21.7M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.08% less ownership

Funds ownership: 77.38%77.3% (-0.08%)

3% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 33

Holders
105
Holders Change
+13
Holders Change %
+14.13%
% of All Funds
1.53%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
23
Increased
32
Reduced
33
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$58.9M +$17.4M +433,260 +42%
Morgan Stanley
2
Morgan Stanley
New York
$48.6M +$9.53M +236,877 +24%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$45.7M +$10.7M +265,510 +31%
LPL Financial
4
LPL Financial
California
$38.9M -$3.85M -95,591 -9%
AC
5
Avestar Capital
New York
$26.8M +$19.5M +484,468 +269%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$25.1M -$9.18M -228,185 -27%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$21.6M -$971K -24,118 -4%
BFG
8
Bouchey Financial Group
New York
$19.6M +$4.16M +103,332 +27%
BW
9
BIP Wealth
Georgia
$15.4M +$800K +19,885 +6%
CWM
10
Congress Wealth Management
Massachusetts
$13.5M +$128K +3,180 +1%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$11.6M -$537K -13,347 -4%
RJA
12
Raymond James & Associates
Florida
$11.2M +$11.1M +276,628 New
OWA
13
ORBA Wealth Advisors
Illinois
$10.4M +$10.4M +258,067 New
KDA
14
Kraft Davis & Associates
Missouri
$9.65M +$5.31M +132,021 +124%
WWM
15
WT Wealth Management
Arizona
$8.48M -$2.05M -50,864 -20%
ARC
16
Advisor Resource Council
Texas
$8.46M +$8.13M +202,085 +2,749%
DK
17
David Kennon
Florida
$7.77M -$13.8M -343,079 -64%
Bank of America
18
Bank of America
North Carolina
$7.4M -$664K -16,487 -8%
AI
19
Auour Investments
Massachusetts
$5.07M +$14.9K +370 +0.3%
Jane Street
20
Jane Street
New York
$3.52M -$6.37M -158,160 -64%
UBS Group
21
UBS Group
Switzerland
$3.5M -$488K -12,123 -12%
NGA
22
Naples Global Advisors
Florida
$3.37M -$828K -20,575 -20%
MSAM
23
Moloney Securities Asset Management
Missouri
$3.12M +$293K +7,277 +10%
BCI
24
Brinker Capital Investments
Pennsylvania
$2.82M +$2.81M +69,829 New
OPS
25
Orion Portfolio Solutions
Nebraska
$2.82M +$2.81M +69,829 New