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ULTR

IQ Ultra Short Duration ETF
ULTR

Delisted

ULTR was delisted on the 22nd of April, 2024.

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10 hedge funds and large institutions have $232M invested in IQ Ultra Short Duration ETF in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

42% more capital invested

Capital invested by funds: $163M → $232M (+$69.2M)

25% more funds holding

Funds holding: 8 → 10 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
10
Holders Change
+2
Holders Change %
+25%
% of All Funds
0.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
5
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IA
IndexIQ Advisors
New York
+$66.3M
2
Morgan Stanley
Morgan Stanley
New York
+$3.24M
3
Bank of America
Bank of America
North Carolina
+$3.16M
4
Jane Street
Jane Street
New York
+$776K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$365K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$3.68M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$967K
3
FHA
Flagship Harbor Advisors
Massachusetts
-$86.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1
IndexIQ Advisors
New York
$205M +$66.3M +1,334,214 +47%
Morgan Stanley
2
Morgan Stanley
New York
$9.43M +$3.24M +65,185 +52%
Bank of America
3
Bank of America
North Carolina
$9.02M +$3.16M +63,576 +54%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.46M +$365K +7,345 +12%
Citadel Advisors
5
Citadel Advisors
Florida
$2.46M -$3.68M -74,035 -60%
LPL Financial
6
LPL Financial
California
$806K +$85.7K +1,725 +12%
Jane Street
7
Jane Street
New York
$774K +$776K +15,616 New
FHA
8
Flagship Harbor Advisors
Massachusetts
$390K -$86.6K -1,743 -18%
KWM
9
Kingsview Wealth Management
Oregon
$248K +$248K +5,001 New
UBS Group
10
UBS Group
Switzerland
$6K +$6.11K +123 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
– -$967K -19,502 Closed

ULTR Hedge Fund Activity: Q4 2020 in Review

10 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in IQ Ultra Short Duration ETF (ULTR) for Q4 2020, worth a combined $232M — up 42% from $163M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new ULTR positions and 1 closed out — a net gain of 2 holders — while 5 added to existing stakes and 2 trimmed.

The largest buyer was IndexIQ Advisors, adding an estimated $66.3M. The largest seller was Citadel Advisors, cutting an estimated $3.68M.

  • 10 institutional investors held IQ Ultra Short Duration ETF (ULTR) as of Q4 2020, up from 8 in Q3 2020.
  • Funds reported $232M of IQ Ultra Short Duration ETF stock for Q4 2020, up 42% quarter-over-quarter.
  • 3 funds opened new IQ Ultra Short Duration ETF positions in Q4 2020 and 1 closed out, a net change of +2 holders.
  • The largest IQ Ultra Short Duration ETF buyer in Q4 2020 was IndexIQ Advisors, an estimated $66.3M added.
  • The largest IQ Ultra Short Duration ETF seller in Q4 2020 was Citadel Advisors, an estimated $3.68M sold.

Based on aggregated 13F filings for Q4 2020.