Ssga Active ETF Tr (ULST) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Ssga Active ETF Tr (ULST) following the 2026 Q2 hedge fund 13F filings?

As of today, ULST has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to -7.6% for the SPY sector ETF — an outperformance of +7.6%. Since the quarter end (June 30, 2026), ULST gained -0.5% vs +32.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Ssga Active ETF Tr (ULST)

116 + Investors. Track Smart Money conviction in ULST. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — ULST

Based on 119 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added ULST than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

119 hedge funds hold ULST right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q

+8 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 56% buying

59 buying46 selling

Last quarter: 59 funds bought or added vs 46 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter

Funds opening a new ULST position: 14 → 13 → 14 → 23. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 24% medium ■ 17% new

70 out of 119 hedge funds have held ULST for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📈

Growing discovery — still being found

11 → 14 → 13 → 14 → 23 new funds/Q

New funds entering each quarter: 14 → 13 → 14 → 23. A growing number of institutions are discovering ULST each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 64% veterans vs 17% newcomers

■ 64% veterans ■ 19% 1-2yr ■ 17% new

Entry-cohort mix of 119 holders: 76 (64%) are 2+ year veterans, 23 entered 1–2 years ago, and 20 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds

14 of 118 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in ULST. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	116	104	11.54%
13F Shares	7M	11M	-33.78%
Total Value	$298M	$455M	-34.48%
New Positions	22	14	+8
Increased Positions	36	37	-1
Closed Positions	9	17	-8
Reduced Positions	37	32	+5
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

116

104

11.54%

13F Shares

11M

-33.78%

Total Value

$298M

$455M

-34.48%

New Positions

Increased Positions

-1

Closed Positions

-8

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

116 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ULST. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 ULST holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Ptm Wealth Management, LLC	9.36%	515,263	$20.8M
2	ORBA Wealth Advisors, L.L.C.	5.46%	158,037	$6.4M
3	Norris Financial Group, LLC	1.98%	123,113	$5.0M
4	Avestar Capital, LLC	1.42%	628,720	$25.4M
5	David Kennon Inc	1.42%	106,107	$4.3M
6	Stablepoint Partners, LLC	1.24%	220,840	$8.9M
7	Cannon Wealth Management Services, LLC	1.19%	53,709	$2.2M
8	Barnes Wealth Management Group, Inc	0.89%	47,687	$1.9M
9	WT Wealth Management	0.89%	79,331	$3.2M
10	Kraft, Davis & Associates, LLC	0.88%	104,871	$4.2M
11	Authentikos Wealth Advisory, LLC	0.79%	30,602	$1.2M
12	BIP Wealth, LLC	0.76%	665,102	$26.9M
13	BridgePort Financial Solutions, LLC	0.71%	68,829	$2.8M
14	Elmwood Wealth Management, Inc.	0.50%	49,849	$2.0M
15	Global View Capital Management LLC	0.38%	45,931	$1.9M
16	Ameliora Wealth Management Ltd.	0.33%	27,767	$1.1M
17	Wisconsin Wealth Advisors, LLC	0.25%	7,196	$291K
18	G&S Capital LLC	0.23%	19,965	$807K
19	Kirkwood Financial Services	0.23%	19,824	$801K
20	January Capital Advisors LLC	0.23%	6,754	$273K
21	Richardson Financial Services INC.	0.22%	9,622	$389K
22	Verus Capital Partners, LLC	0.21%	49,594	$2.0M
23	OakTrust Wealth Advisors, LLC	0.20%	5,807	$235K
24	TKG Advisors, LLC	0.20%	14,161	$572K
25	Catalyst Private Wealth, LLC	0.20%	10,000	$404K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Ssga Active ETF Tr (ULST)

What does the Smart Money Trend signal show for ULST?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ULST than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ULST?

Slight buying edge — 56% buying: Last quarter: 59 funds bought or added vs 46 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ULST holders?

Elite ownership — 41% AUM from top-100 funds: 14 of 118 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in ULST. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ULST?

59% of holders stayed for 2+ years: 70 out of 119 hedge funds have held ULST for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Ssga Active ETF Tr (ULST) following the 2026 Q2 hedge fund 13F filings?

As of today, ULST has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to -7.6% for the SPY sector ETF — an outperformance of +7.6%. Since the quarter end (June 30, 2026), ULST has gained -0.5% vs +32.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Ssga Active ETF Tr (ULST)

Smart Money Signals — ULST

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +7% more funds vs a year ago

Slight buying edge — 56% buying

More new buyers each quarter (+9 vs last Q)

59% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 64% veterans vs 17% newcomers

Elite ownership — 41% AUM from top-100 funds

Institutional Sentiment Summary — ULST

Hedge Fund Ownership: ULST

Market Analysis: ULST

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ULST

Is It Too Late to Buy Ssga Active ETF Tr (ULST) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: ULST

Statistics: ULST

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ssga Active ETF Tr (ULST)

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