State Street Ultra Short Term Bond ETF
ULST
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, 39 increasing their positions, 38 reducing their positions, and 13 closing their positions.
8% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 13
3% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 38
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.76% less ownership
Funds ownership: 73.26% → 72.5% (-0.76%)
1% less capital invested
Capital invested by funds: $441M → $435M (-$6.3M)
2% less funds holding
Funds holding: 105 → 103 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$22.5M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.26M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$4.03M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.1M |
| 5 |
Morgan Stanley
New York
|
+$1.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$13.6M |
| 2 |
AC
Avestar Capital
New York
|
-$8.77M |
| 3 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$7.66M |
| 4 |
KDA
Kraft Davis & Associates
St. Louis,
Missouri
|
-$5.26M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.7M |
ULST Hedge Fund Activity: Q1 2024 in Review
103 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in State Street Ultra Short Term Bond ETF (ULST) for Q1 2024, worth a combined $435M — down 1.4% from $441M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new ULST positions and 13 closed out — a net gain of 1 holder — while 39 added to existing stakes and 38 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $22.5M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $13.6M.
- 103 institutional investors held State Street Ultra Short Term Bond ETF (ULST) as of Q1 2024, down from 105 in Q4 2023.
- Funds reported $435M of State Street Ultra Short Term Bond ETF stock for Q1 2024, down 1.4% quarter-over-quarter.
- 14 funds opened new State Street Ultra Short Term Bond ETF positions in Q1 2024 and 13 closed out, a net change of +1 holder.
- The largest State Street Ultra Short Term Bond ETF buyer in Q1 2024 was Carson Wealth (CWM LLC), an estimated $22.5M added.
- The largest State Street Ultra Short Term Bond ETF seller in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $13.6M sold.
Based on aggregated 13F filings for Q1 2024.