IQ Ultra Short Duration ETF
ULTR
ULTR was delisted on the 22nd of April, 2024.
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CTFG
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
+$583K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.82K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IndexIQ Advisors
New York
|
-$92.5M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$8.98M |
| 3 |
Jane Street
New York
|
-$2.27M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.71M |
| 5 |
Morgan Stanley
New York
|
-$1.71M |
ULTR Hedge Fund Activity: Q4 2021 in Review
12 of the 6,518 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.