IQ Ultra Short Duration ETF
ULTR
ULTR was delisted on the 22nd of April, 2024.
13 hedge funds and large institutions have $96.3M invested in IQ Ultra Short Duration ETF in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
8% more funds holding
Funds holding: 12 → 13 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
20% less capital invested
Capital invested by funds: $121M → $96.3M (-$24.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$2.42M |
| 2 |
Jane Street
New York
|
+$1.25M |
| 3 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
+$985K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$826K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$775K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IndexIQ Advisors
New York
|
-$29.5M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$649K |
| 3 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$293K |
| 4 |
1W
1776 Wealth
Atlanta,
Georgia
|
-$51.6K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$13.1K |
ULTR Hedge Fund Activity: Q1 2022 in Review
13 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in IQ Ultra Short Duration ETF (ULTR) for Q1 2022, worth a combined $96.3M — down 20% from $121M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new ULTR positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 4 trimmed.
The largest buyer was Beaumont Financial Advisors, adding an estimated $2.42M. The largest seller was IndexIQ Advisors, cutting an estimated $29.5M.
- 13 institutional investors held IQ Ultra Short Duration ETF (ULTR) as of Q1 2022, up from 12 in Q4 2021.
- Funds reported $96.3M of IQ Ultra Short Duration ETF stock for Q1 2022, down 20% quarter-over-quarter.
- 3 funds opened new IQ Ultra Short Duration ETF positions in Q1 2022 and 2 closed out, a net change of +1 holder.
- The largest IQ Ultra Short Duration ETF buyer in Q1 2022 was Beaumont Financial Advisors, an estimated $2.42M added.
- The largest IQ Ultra Short Duration ETF seller in Q1 2022 was IndexIQ Advisors, an estimated $29.5M sold.
Based on aggregated 13F filings for Q1 2022.