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State Street Ultra Short Term Bond ETF

111 hedge funds and large institutions have $411M invested in State Street Ultra Short Term Bond ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

9% more funds holding

Funds holding: 102111 (+9)

3.38% more ownership

Funds ownership: 73.47%76.85% (+3.4%)

0% less capital invested

Capital invested by funds: $413M → $411M (-$1.85M)

19% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 42

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
111
Holders Change
+9
Holders Change %
+8.82%
% of All Funds
1.46%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
22
Increased
34
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$70.5M +$1.5M +36,987 +2%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$67.6M +$2.24M +55,345 +3%
LPL Financial
3
LPL Financial
California
$45.5M +$1.97M +48,588 +5%
Morgan Stanley
4
Morgan Stanley
New York
$27.6M -$395K -9,741 -1%
AC
5
Avestar Capital
New York
$21.9M -$957K -23,609 -4%
Raymond James Financial
6
Raymond James Financial
Florida
$21.1M +$21.1M +521,314 New
BW
7
BIP Wealth
Georgia
$20.2M +$1.29M +31,818 +7%
IC
8
IEQ Capital
California
$10.8M +$10.8M +267,297 New
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$9.63M +$2.73M +67,388 +39%
Bank of America
10
Bank of America
North Carolina
$8.64M +$848K +20,930 +11%
DK
11
David Kennon
Florida
$8.31M +$344K +8,487 +4%
OWA
12
ORBA Wealth Advisors
Illinois
$8.13M -$1.26M -31,194 -13%
BFG
13
Bouchey Financial Group
New York
$6.87M -$11.8M -290,798 -63%
AI
14
Auour Investments
Massachusetts
$5.7M +$1.19M +29,272 +26%
WWM
15
WT Wealth Management
Arizona
$4.82M -$37.1K -915 -0.8%
MSAM
16
Moloney Securities Asset Management
Missouri
$4.8M +$715K +17,650 +17%
BFA
17
Brown Financial Advisors
Ohio
$3.56M -$21.1K -521 -0.6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.44M -$680K -16,776 -16%
AQR Capital Management
19
AQR Capital Management
Connecticut
$3.33M +$3.34M +82,444 New
UBS Group
20
UBS Group
Switzerland
$2.54M -$319K -7,872 -11%
CFG
21
Copley Financial Group
California
$2.46M -$1.27M -31,225 -34%
VCP
22
Verus Capital Partners
Arizona
$2.38M +$205K +5,051 +9%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$2.25M +$2.26M +55,787 New
NFG
24
Norris Financial Group
South Carolina
$2.19M +$1.72M +42,353 +360%
CWM
25
Congress Wealth Management
Massachusetts
$2.09M +$32.1K +792 +2%