State Street Ultra Short Term Bond ETF
ULST
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.
100% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 11
61% more capital inflows, than outflows
Capital inflows: $60.6M | Capital outflows: $37.7M
9% more funds holding
Funds holding: 102 → 111 (+9)
3.38% more ownership
Funds ownership: 73.47% → 76.85% (+3.4%)
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: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
IEQ Capital
Foster City,
California
|
+$10.8M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$3.34M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$2.73M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.26M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$2.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Bouchey Financial Group
Troy,
New York
|
-$11.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$9.9M |
| 3 |
GS
GTS Securities
Miami,
Florida
|
-$3.25M |
| 4 |
MFS
Mattson Financial Services
Kentwood,
Michigan
|
-$2.2M |
| 5 |
CFG
Copley Financial Group
San Diego,
California
|
-$1.27M |
ULST Hedge Fund Activity: Q4 2024 in Review
111 of the 7,614 institutional investors tracked by Wall St. Rank reported a position in State Street Ultra Short Term Bond ETF (ULST) for Q4 2024, worth a combined $411M — down 0.45% from $413M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new ULST positions and 11 closed out — a net gain of 11 holders — while 34 added to existing stakes and 42 trimmed.
The largest buyer was IEQ Capital, opening a new position worth an estimated $10.8M. The largest seller was Bouchey Financial Group, cutting an estimated $11.8M.
- 111 institutional investors held State Street Ultra Short Term Bond ETF (ULST) as of Q4 2024, up from 102 in Q3 2024.
- Funds reported $411M of State Street Ultra Short Term Bond ETF stock for Q4 2024, down 0.45% quarter-over-quarter.
- 22 funds opened new State Street Ultra Short Term Bond ETF positions in Q4 2024 and 11 closed out, a net change of +11 holders.
- The largest State Street Ultra Short Term Bond ETF buyer in Q4 2024 was IEQ Capital, an estimated $10.8M added.
- The largest State Street Ultra Short Term Bond ETF seller in Q4 2024 was Bouchey Financial Group, an estimated $11.8M sold.
Based on aggregated 13F filings for Q4 2024.