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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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12 hedge funds and large institutions have $121M invested in IQ Ultra Short Duration ETF in 2021 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

14% less funds holding

Funds holding: 14 → 12 (-2)

48% less capital invested

Capital invested by funds: $233M → $121M (-$112M)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

90% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 10

Holders
12
Holders Change
-2
Holders Change %
-14.29%
% 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
1
Increased
1
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CTFG
Capstone Triton Financial Group
Oklahoma
+$583K
2
Osaic Holdings
Osaic Holdings
Arizona
+$1.82K

Top Sellers

Rank Fund Capital Flow
1
IA
IndexIQ Advisors
New York
-$92.5M
2
BFA
Beaumont Financial Advisors
Massachusetts
-$8.98M
3
Jane Street
Jane Street
New York
-$2.27M
4
Bank of America
Bank of America
North Carolina
-$1.71M
5
Morgan Stanley
Morgan Stanley
New York
-$1.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1
IndexIQ Advisors
New York
$107M -$92.5M -1,875,624 -46%
Morgan Stanley
2
Morgan Stanley
New York
$3.33M -$1.71M -34,629 -34%
Bank of America
3
Bank of America
North Carolina
$2.55M -$1.71M -34,672 -40%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.19M -$257K -5,220 -10%
1W
5
1776 Wealth
Georgia
$1.68M -$631K -12,802 -27%
BFA
6
Beaumont Financial Advisors
Massachusetts
$1.63M -$8.98M -182,268 -84%
CTFG
7
Capstone Triton Financial Group
Oklahoma
$857K +$583K +11,836 +204%
Citadel Advisors
8
Citadel Advisors
Florida
$649K -$1.21M -24,568 -65%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$637K -$325K -6,588 -33%
VWA
10
V Wealth Advisors
Kansas
$564K -$11.1K -226 -2%
CWM
11
Cornerstone Wealth Management
Missouri
$293K -$40.5K -822 -12%
Osaic Holdings
12
Osaic Holdings
Arizona
$2K +$1.82K +37 New
Jane Street
13
Jane Street
New York
– -$2.27M -45,984 Closed
FHA
14
Flagship Harbor Advisors
Massachusetts
– -$281K -5,678 Closed
VBFP
15
Valtinson Bruner Financial Planning
Minnesota
– -$221K -4,475 Closed

ULTR Hedge Fund Activity: Q4 2021 in Review

12 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in IQ Ultra Short Duration ETF (ULTR) for Q4 2021, worth a combined $121M — down 48% from $233M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of ULTR and 1 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 1 added.

The largest buyer was Capstone Triton Financial Group, adding an estimated $583K. The largest seller was IndexIQ Advisors, cutting an estimated $92.5M.

  • 12 institutional investors held IQ Ultra Short Duration ETF (ULTR) as of Q4 2021, down from 14 in Q3 2021.
  • Funds reported $121M of IQ Ultra Short Duration ETF stock for Q4 2021, down 48% quarter-over-quarter.
  • 1 fund opened new IQ Ultra Short Duration ETF positions in Q4 2021 and 3 closed out, a net change of -2 holders.
  • The largest IQ Ultra Short Duration ETF buyer in Q4 2021 was Capstone Triton Financial Group, an estimated $583K added.
  • The largest IQ Ultra Short Duration ETF seller in Q4 2021 was IndexIQ Advisors, an estimated $92.5M sold.

Based on aggregated 13F filings for Q4 2021.