State Street Ultra Short Term Bond ETF
ULST
109 hedge funds and large institutions have $468M invested in State Street Ultra Short Term Bond ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 39 reducing their positions, and 20 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 39
7% less funds holding
Funds holding: 117 → 109 (-8)
7.13% less ownership
Funds ownership: 81.1% → 73.97% (-7.1%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
35% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 20
55% less capital inflows, than outflows
Capital inflows: $53.6M | Capital outflows: $119M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$17.6M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$13.9M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.66M |
| 4 |
BridgePort Financial Solutions
Fairfield,
Iowa
|
+$3.09M |
| 5 |
TRUE Private Wealth Advisors
Salem,
Oregon
|
+$2.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Gradient Investments
Arden Hills,
Minnesota
|
-$72.6M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.74M |
| 3 |
Auour Investments
Woburn,
Massachusetts
|
-$5.26M |
| 4 |
Brown Financial Advisors
Milford,
Ohio
|
-$4.03M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$2.93M |
ULST Hedge Fund Activity: Q3 2025 in Review
109 of the 7,657 institutional investors tracked by Wall St. Rank reported a position in State Street Ultra Short Term Bond ETF (ULST) for Q3 2025, worth a combined $468M — down 12% from $534M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of ULST and 13 opened new positions — a net loss of 7 holders — while 39 trimmed existing stakes and 39 added.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $17.6M. The largest seller was Gradient Investments, cutting an estimated $72.6M.
- 109 institutional investors held State Street Ultra Short Term Bond ETF (ULST) as of Q3 2025, down from 117 in Q2 2025.
- Funds reported $468M of State Street Ultra Short Term Bond ETF stock for Q3 2025, down 12% quarter-over-quarter.
- 13 funds opened new State Street Ultra Short Term Bond ETF positions in Q3 2025 and 20 closed out, a net change of -7 holders.
- The largest State Street Ultra Short Term Bond ETF buyer in Q3 2025 was Carson Wealth (CWM LLC), an estimated $17.6M added.
- The largest State Street Ultra Short Term Bond ETF seller in Q3 2025 was Gradient Investments, an estimated $72.6M sold.
Based on aggregated 13F filings for Q3 2025.