IQ Ultra Short Duration ETF
ULTR
ULTR was delisted on the 22nd of April, 2024.
12 hedge funds and large institutions have $129M invested in IQ Ultra Short Duration ETF in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 3 closing their positions.
34% more capital invested
Capital invested by funds: $96.3M → $129M (+$33.1M)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
8% less funds holding
Funds holding: 13 → 12 (-1)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
+$109M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$4.28M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.74M |
| 4 |
Morgan Stanley
New York
|
+$1.39M |
| 5 |
LPL Financial
San Diego,
California
|
+$544K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$4.02M |
| 2 |
Jane Street
New York
|
-$1.24M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.07M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$594K |
| 5 |
CTFG
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
-$12.5K |
ULTR Hedge Fund Activity: Q2 2022 in Review
12 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in IQ Ultra Short Duration ETF (ULTR) for Q2 2022, worth a combined $129M — up 34% from $96.3M a quarter earlier.
Fund positioning in ULTR was balanced in Q2 2022: 3 funds opened new positions, 3 closed out, 3 added to existing stakes and 4 trimmed.
The largest buyer was New York Life Investment Management, opening a new position worth an estimated $109M. The largest seller was Beaumont Financial Advisors, exiting entirely with an estimated $4.02M sold.
- 12 institutional investors held IQ Ultra Short Duration ETF (ULTR) as of Q2 2022, down from 13 in Q1 2022.
- Funds reported $129M of IQ Ultra Short Duration ETF stock for Q2 2022, up 34% quarter-over-quarter.
- 3 funds opened new IQ Ultra Short Duration ETF positions in Q2 2022 and 3 closed out, a net change of 0 holders.
- The largest IQ Ultra Short Duration ETF buyer in Q2 2022 was New York Life Investment Management, an estimated $109M added.
- The largest IQ Ultra Short Duration ETF seller in Q2 2022 was Beaumont Financial Advisors, an estimated $4.02M sold.
Based on aggregated 13F filings for Q2 2022.