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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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17 hedge funds and large institutions have $13M invested in IQ Ultra Short Duration ETF in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 12 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more funds holding

Funds holding: 16 → 17 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

21% less capital invested

Capital invested by funds: $16.5M → $13M (-$3.52M)

92% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 12

Holders
17
Holders Change
+1
Holders Change %
+6.25%
% of All Funds
0.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
1
Increased
1
Reduced
12
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WWA
WCG Wealth Advisors
Nevada
+$1.78M
2
Citadel Advisors
Citadel Advisors
Florida
+$97.6K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$2.52M
2
1W
1776 Wealth
Georgia
-$1.86M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$411K
4
LPL Financial
LPL Financial
California
-$278K
5
IWC
Integrated Wealth Concepts
Massachusetts
-$160K
Name Holding Trade Value Shares
Change 		Change in
Stake
1W
1
1776 Wealth
Georgia
$4.36M -$1.86M -38,950 -30%
WWA
2
WCG Wealth Advisors
Nevada
$1.78M +$1.78M +37,261 New
IWC
3
Integrated Wealth Concepts
Massachusetts
$1.06M -$160K -3,347 -13%
Citadel Advisors
4
Citadel Advisors
Florida
$845K +$97.6K +2,045 +13%
Jane Street
5
Jane Street
New York
$681K -$2.52M -52,721 -79%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$642K -$4.78K -100 -0.7%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$616K -$58.5K -1,226 -9%
CTFG
8
Capstone Triton Financial Group
Oklahoma
$563K -$955 -20 -0.2%
AW
9
Atlas Wealth
Ohio
$526K – – –
WCFA
10
Walkner Condon Financial Advisors
Wisconsin
$478K – – –
LPL Financial
11
LPL Financial
California
$388K -$278K -5,812 -42%
TA
12
TFB Advisors
Kansas
$329K -$2.96K -62 -0.9%
GS
13
GTS Securities
New York
$318K -$108K -2,266 -25%
ASN
14
Advisory Services Network
Georgia
$242K – – –
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$163K -$411K -8,614 -72%
JP Morgan Chase
16
JP Morgan Chase
New York
$4.02K -$14.4K -301 -78%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.77K -$11.8K -248 -87%

ULTR Hedge Fund Activity: Q4 2023 in Review

17 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in IQ Ultra Short Duration ETF (ULTR) for Q4 2023, worth a combined $13M — down 21% from $16.5M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new ULTR positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 12 trimmed.

The largest buyer was WCG Wealth Advisors, opening a new position worth an estimated $1.78M. The largest seller was Jane Street, cutting an estimated $2.52M.

  • 17 institutional investors held IQ Ultra Short Duration ETF (ULTR) as of Q4 2023, up from 16 in Q3 2023.
  • Funds reported $13M of IQ Ultra Short Duration ETF stock for Q4 2023, down 21% quarter-over-quarter.
  • 1 fund opened new IQ Ultra Short Duration ETF positions in Q4 2023 and 0 closed out, a net change of +1 holder.
  • The largest IQ Ultra Short Duration ETF buyer in Q4 2023 was WCG Wealth Advisors, an estimated $1.78M added.
  • The largest IQ Ultra Short Duration ETF seller in Q4 2023 was Jane Street, an estimated $2.52M sold.

Based on aggregated 13F filings for Q4 2023.