IQ Ultra Short Duration ETF
ULTR
ULTR was delisted on the 22nd of April, 2024.
12 hedge funds and large institutions have $10.4M invested in IQ Ultra Short Duration ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 7 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
20% less capital invested
Capital invested by funds: $13M → $10.4M (-$2.6M)
29% less funds holding
Funds holding: 17 → 12 (-5)
71% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
+$855K |
| 2 |
Jane Street
New York
|
+$474K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$248K |
| 4 |
TCG
Transcendent Capital Group
Edmond,
Oklahoma
|
+$237K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$214K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
-$1.78M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$1.06M |
| 3 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
-$526K |
| 4 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
-$478K |
| 5 |
TA
TFB Advisors
Overland Park,
Kansas
|
-$329K |
ULTR Hedge Fund Activity: Q1 2024 in Review
12 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in IQ Ultra Short Duration ETF (ULTR) for Q1 2024, worth a combined $10.4M — down 20% from $13M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of ULTR and 2 opened new positions — a net loss of 5 holders — while 4 trimmed existing stakes and 5 added.
The largest buyer was GTS Securities, adding an estimated $855K. The largest seller was WCG Wealth Advisors, exiting entirely with an estimated $1.78M sold.
- 12 institutional investors held IQ Ultra Short Duration ETF (ULTR) as of Q1 2024, down from 17 in Q4 2023.
- Funds reported $10.4M of IQ Ultra Short Duration ETF stock for Q1 2024, down 20% quarter-over-quarter.
- 2 funds opened new IQ Ultra Short Duration ETF positions in Q1 2024 and 7 closed out, a net change of -5 holders.
- The largest IQ Ultra Short Duration ETF buyer in Q1 2024 was GTS Securities, an estimated $855K added.
- The largest IQ Ultra Short Duration ETF seller in Q1 2024 was WCG Wealth Advisors, an estimated $1.78M sold.
Based on aggregated 13F filings for Q1 2024.