IQ Ultra Short Duration ETF
ULTR
ULTR was delisted on the 22nd of April, 2024.
10 hedge funds and large institutions have $237M invested in IQ Ultra Short Duration ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 6 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
25% more funds holding
Funds holding: 8 → 10 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
14% less capital invested
Capital invested by funds: $276M → $237M (-$39.2M)
83% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.33M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$241K |
| 3 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
+$222K |
| 4 |
WWMSC
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
+$211K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IndexIQ Advisors
New York
|
-$16.6M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$12.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$5.23M |
| 4 |
Morgan Stanley
New York
|
-$5.06M |
| 5 |
Jane Street
New York
|
-$1.72M |
ULTR Hedge Fund Activity: Q2 2021 in Review
10 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in IQ Ultra Short Duration ETF (ULTR) for Q2 2021, worth a combined $237M — down 14% from $276M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new ULTR positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 6 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $1.33M. The largest seller was IndexIQ Advisors, cutting an estimated $16.6M.
- 10 institutional investors held IQ Ultra Short Duration ETF (ULTR) as of Q2 2021, up from 8 in Q1 2021.
- Funds reported $237M of IQ Ultra Short Duration ETF stock for Q2 2021, down 14% quarter-over-quarter.
- 3 funds opened new IQ Ultra Short Duration ETF positions in Q2 2021 and 1 closed out, a net change of +2 holders.
- The largest IQ Ultra Short Duration ETF buyer in Q2 2021 was Susquehanna International Group, an estimated $1.33M added.
- The largest IQ Ultra Short Duration ETF seller in Q2 2021 was IndexIQ Advisors, an estimated $16.6M sold.
Based on aggregated 13F filings for Q2 2021.