State Street Ultra Short Term Bond ETF
ULST
102 hedge funds and large institutions have $413M invested in State Street Ultra Short Term Bond ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 43 reducing their positions, and 17 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
2.08% less ownership
Funds ownership: 75.55% → 73.47% (-2.1%)
6% less capital invested
Capital invested by funds: $440M → $413M (-$26.9M)
9% less funds holding
Funds holding: 112 → 102 (-10)
21% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 43
47% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Avestar Capital
New York
|
+$4.68M |
| 2 |
BW
BIP Wealth
Atlanta,
Georgia
|
+$3.11M |
| 3 |
GS
GTS Securities
New York
|
+$2.94M |
| 4 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$1.06M |
| 5 |
ARC
Advisor Resource Council
Dallas,
Texas
|
+$693K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
-$11M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$5.21M |
| 3 |
BFG
Bouchey Financial Group
Troy,
New York
|
-$3.09M |
| 4 |
WWM
WT Wealth Management
Scottsdale,
Arizona
|
-$2.58M |
| 5 |
LPL Financial
San Diego,
California
|
-$2.46M |
ULST Hedge Fund Activity: Q3 2024 in Review
102 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street Ultra Short Term Bond ETF (ULST) for Q3 2024, worth a combined $413M — down 6.1% from $440M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of ULST and 9 opened new positions — a net loss of 8 holders — while 43 trimmed existing stakes and 34 added.
The largest buyer was Avestar Capital, adding an estimated $4.68M. The largest seller was Congress Wealth Management, cutting an estimated $11M.
- 102 institutional investors held State Street Ultra Short Term Bond ETF (ULST) as of Q3 2024, down from 112 in Q2 2024.
- Funds reported $413M of State Street Ultra Short Term Bond ETF stock for Q3 2024, down 6.1% quarter-over-quarter.
- 9 funds opened new State Street Ultra Short Term Bond ETF positions in Q3 2024 and 17 closed out, a net change of -8 holders.
- The largest State Street Ultra Short Term Bond ETF buyer in Q3 2024 was Avestar Capital, an estimated $4.68M added.
- The largest State Street Ultra Short Term Bond ETF seller in Q3 2024 was Congress Wealth Management, an estimated $11M sold.
Based on aggregated 13F filings for Q3 2024.