IQ Ultra Short Duration ETF
ULTR
ULTR was delisted on the 22nd of April, 2024.
14 hedge funds and large institutions have $233M invested in IQ Ultra Short Duration ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
40% more funds holding
Funds holding: 10 → 14 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $237M → $233M (-$3.71M)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$10.7M |
| 2 |
1W
1776 Wealth
Atlanta,
Georgia
|
+$2.35M |
| 3 |
Jane Street
New York
|
+$2.28M |
| 4 |
VWA
V Wealth Advisors
Overland Park,
Kansas
|
+$586K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$512K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IndexIQ Advisors
New York
|
-$17.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.01M |
| 3 |
Morgan Stanley
New York
|
-$901K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$773K |
| 5 |
WWMSC
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
-$211K |
ULTR Hedge Fund Activity: Q3 2021 in Review
14 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in IQ Ultra Short Duration ETF (ULTR) for Q3 2021, worth a combined $233M — down 1.6% from $237M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new ULTR positions and 1 closed out — a net gain of 4 holders — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $10.7M. The largest seller was IndexIQ Advisors, cutting an estimated $17.2M.
- 14 institutional investors held IQ Ultra Short Duration ETF (ULTR) as of Q3 2021, up from 10 in Q2 2021.
- Funds reported $233M of IQ Ultra Short Duration ETF stock for Q3 2021, down 1.6% quarter-over-quarter.
- 5 funds opened new IQ Ultra Short Duration ETF positions in Q3 2021 and 1 closed out, a net change of +4 holders.
- The largest IQ Ultra Short Duration ETF buyer in Q3 2021 was Beaumont Financial Advisors, an estimated $10.7M added.
- The largest IQ Ultra Short Duration ETF seller in Q3 2021 was IndexIQ Advisors, an estimated $17.2M sold.
Based on aggregated 13F filings for Q3 2021.