State Street Ultra Short Term Bond ETF
ULST
117 hedge funds and large institutions have $534M invested in State Street Ultra Short Term Bond ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 50 increasing their positions, 36 reducing their positions, and 14 closing their positions.
130% more capital inflows, than outflows
Capital inflows: $112M | Capital outflows: $48.9M
39% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 36
0.86% more ownership
Funds ownership: 80.24% → 81.1% (+0.86%)
3% less funds holding
Funds holding: 121 → 117 (-4)
14% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 14
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$57.7M |
| 2 |
PTM Wealth Management
North Wales,
United States
|
+$17.6M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$6.24M |
| 4 |
Avestar Capital
New York
|
+$3.41M |
| 5 |
LPL Financial
San Diego,
California
|
+$3.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRUE Private Wealth Advisors
Salem,
Oregon
|
-$17.3M |
| 2 |
Bouchey Financial Group
Troy,
New York
|
-$6.93M |
| 3 |
ORBA Wealth Advisors
Chicago,
Illinois
|
-$3.6M |
| 4 |
Harbour Investments
Madison,
Wisconsin
|
-$3.24M |
| 5 |
Advisor Resource Council
Dallas,
Texas
|
-$2.96M |
ULST Hedge Fund Activity: Q2 2025 in Review
117 of the 7,625 institutional investors tracked by Wall St. Rank reported a position in State Street Ultra Short Term Bond ETF (ULST) for Q2 2025, worth a combined $534M — up 13% from $471M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of ULST and 12 opened new positions — a net loss of 2 holders — while 36 trimmed existing stakes and 50 added.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $57.7M. The largest seller was TRUE Private Wealth Advisors, exiting entirely with an estimated $17.3M sold.
- 117 institutional investors held State Street Ultra Short Term Bond ETF (ULST) as of Q2 2025, down from 121 in Q1 2025.
- Funds reported $534M of State Street Ultra Short Term Bond ETF stock for Q2 2025, up 13% quarter-over-quarter.
- 12 funds opened new State Street Ultra Short Term Bond ETF positions in Q2 2025 and 14 closed out, a net change of -2 holders.
- The largest State Street Ultra Short Term Bond ETF buyer in Q2 2025 was Carson Wealth (CWM LLC), an estimated $57.7M added.
- The largest State Street Ultra Short Term Bond ETF seller in Q2 2025 was TRUE Private Wealth Advisors, an estimated $17.3M sold.
Based on aggregated 13F filings for Q2 2025.