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State Street Ultra Short Term Bond ETF

112 hedge funds and large institutions have $440M invested in State Street Ultra Short Term Bond ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 53 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more funds holding

Funds holding: 103112 (+9)

3.05% more ownership

Funds ownership: 72.5%75.55% (+3.1%)

1% more capital invested

Capital invested by funds: $435M → $440M (+$5.16M)

47% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 53

Holders
112
Holders Change
+9
Holders Change %
+8.74%
% of All Funds
1.62%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
18
Increased
28
Reduced
53
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$71M +$7.84M +194,128 +12%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$70.6M +$2.32M +57,462 +3%
LPL Financial
3
LPL Financial
California
$46M +$5.58M +138,212 +14%
Morgan Stanley
4
Morgan Stanley
New York
$29.8M +$3.59M +88,826 +14%
RJA
5
Raymond James & Associates
Florida
$23.1M +$10.3M +256,273 +81%
BFG
6
Bouchey Financial Group
New York
$21.7M +$925K +22,908 +4%
AC
7
Avestar Capital
New York
$18.3M +$123K +3,052 +0.7%
BW
8
BIP Wealth
Georgia
$15.9M -$1.28M -31,811 -8%
CWM
9
Congress Wealth Management
Massachusetts
$13M -$645K -15,979 -5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$11.2M -$289K -7,154 -3%
OWA
11
ORBA Wealth Advisors
Illinois
$9.68M -$675K -16,717 -7%
Bank of America
12
Bank of America
North Carolina
$7.91M +$423K +10,477 +6%
DK
13
David Kennon
Florida
$7.82M -$23.3K -578 -0.3%
WWM
14
WT Wealth Management
Arizona
$7.43M -$419K -10,365 -5%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$7.01M -$1.01M -24,952 -13%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$5.13M -$17.2M -426,995 -77%
AI
17
Auour Investments
Massachusetts
$4.65M -$695K -17,204 -13%
MFS
18
Mattson Financial Services
Michigan
$4.03M +$4.02M +99,495 New
MSAM
19
Moloney Securities Asset Management
Missouri
$3.64M +$258K +6,384 +8%
BFA
20
Brown Financial Advisors
Ohio
$3.42M +$3.41M +84,439 New
MML Investors Services
21
MML Investors Services
Massachusetts
$3.1M -$94.8K -2,347 -3%
UBS Group
22
UBS Group
Switzerland
$2.98M -$689K -17,054 -19%
KDA
23
Kraft Davis & Associates
Missouri
$2.83M -$1.54M -38,159 -35%
NGA
24
Naples Global Advisors
Florida
$2.15M -$726K -17,984 -25%
VCP
25
Verus Capital Partners
Arizona
$2.01M +$569K +14,082 +40%