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State Street Ultra Short Term Bond ETF

103 hedge funds and large institutions have $435M invested in State Street Ultra Short Term Bond ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 39

2% less funds holding

Funds holding: 105103 (-2)

4.8% less ownership

Funds ownership: 77.3%72.5% (-4.8%)

7% less capital invested

Capital invested by funds: $465M → $435M (-$30.6M)

Holders
103
Holders Change
-2
Holders Change %
-1.9%
% of All Funds
1.48%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
14
Increased
38
Reduced
39
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$68.4M +$22.5M +557,069 +49%
GI
2
Gradient Investments
Minnesota
$63.2M +$4.03M +99,639 +7%
LPL Financial
3
LPL Financial
California
$40.5M +$1.44M +35,677 +4%
Morgan Stanley
4
Morgan Stanley
New York
$26.3M -$22.5M -555,954 -46%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$22.4M -$2.7M -66,869 -11%
BFG
6
Bouchey Financial Group
New York
$20.8M +$1.16M +28,654 +6%
AC
7
Avestar Capital
New York
$18.1M -$8.77M -216,929 -33%
BW
8
BIP Wealth
Georgia
$17.2M +$1.72M +42,528 +11%
CWM
9
Congress Wealth Management
Massachusetts
$13.6M +$65K +1,608 +0.5%
RJA
10
Raymond James & Associates
Florida
$12.7M +$1.53M +37,896 +14%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$11.5M -$105K -2,607 -0.9%
OWA
12
ORBA Wealth Advisors
Illinois
$10.4M -$90.9K -2,247 -0.9%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$8.03M -$13.6M -336,743 -63%
WWM
14
WT Wealth Management
Arizona
$7.86M -$642K -15,868 -8%
DK
15
David Kennon
Florida
$7.85M +$58.7K +1,451 +0.8%
Bank of America
16
Bank of America
North Carolina
$7.49M +$67.3K +1,663 +0.9%
AI
17
Auour Investments
Massachusetts
$5.35M +$284K +7,019 +6%
KDA
18
Kraft Davis & Associates
Missouri
$4.36M -$5.26M -130,101 -55%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$4.27M +$4.26M +105,373 New
UBS Group
20
UBS Group
Switzerland
$3.67M +$160K +3,966 +5%
MSAM
21
Moloney Securities Asset Management
Missouri
$3.38M +$247K +6,109 +8%
Jane Street
22
Jane Street
New York
$3.33M -$195K -4,812 -6%
MML Investors Services
23
MML Investors Services
Massachusetts
$3.2M +$2.1M +51,945 +192%
NGA
24
Naples Global Advisors
Florida
$2.88M -$501K -12,375 -15%
ACM
25
ADAR1 Capital Management
Texas
$1.93M -$549K -13,580 -22%