Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ssga Active ETF Tr (ULST)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
51%

Smart Money Signals — ULST

Based on 104 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their ULST positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
104 funds currently hold this stock — 90% of the 3.0-year high of 116 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 10% fewer funds vs a year ago

fund count last 6Q
12 fewer hedge funds hold ULST compared to a year ago (-10% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 51% buying

51 buying49 selling
Last quarter: 51 funds bought or added vs 49 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.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 14 → 13 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 25% medium ■ 17% new
60 out of 104 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.
➡️

Steady discovery — ~14 new funds/quarter

20 → 11 → 14 → 13 → 14 new funds/Q
New funds entering each quarter: 11 → 14 → 13 → 14. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 62% veterans vs 19% newcomers

■ 62% veterans ■ 19% 1-2yr ■ 19% new
Entry-cohort mix of 104 holders: 64 (62%) are 2+ year veterans, 20 entered 1–2 years ago, and 20 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds
10 of 104 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — 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.

Institutional Sentiment Summary — ULST

In 2026 Q1, 51 hedge funds were net buyers of ULST (14 opened a new position, 37 added to an existing one), while 49 reduced or exited (32 trimmed, 17 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 26% of total institutional value in ULST is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 104.

Hedge Fund Ownership: ULST

How many hedge funds hold ULST — quarterly history vs. share price
Quarterly hedge fund ownership of ULST vs. share price

Market Analysis: ULST

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ULST

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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

Signal Freshness measures how much ULST has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 83d ago
ULST
-0.3%
SPY
+15.1%

ULST outperformed SPY by -15.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
ULST
+0.3%
SPY
+1.3%

Since the filing became public, ULST outperformed SPY by -1.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 2 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: ULST
102 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 102 107 -4.67%
13F Shares 11M 11M -0.53%
Total Value $452M $455M -0.69%
New Positions 13 13 -
Increased Positions 37 39 -2
Closed Positions 18 10 +8
Reduced Positions 31 38 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ULST

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

102 + 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:
Top 25 ULST holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ptm Wealth Management, LLC 10.09% 471,521 $19.0M
2 ORBA Wealth Advisors, L.L.C. 5.93% 122,868 $5.0M
3 Elevation Capital Advisory, LLC 3.08% 178,670 $7.2M
4 David Kennon Inc 1.56% 107,590 $4.4M
5 Avestar Capital, LLC 1.53% 590,002 $23.9M
6 Norris Financial Group, LLC 1.41% 106,290 $4.3M
7 Cannon Wealth Management Services, LLC 1.36% 49,772 $2.0M
8 Stablepoint Partners, LLC 1.30% 215,734 $8.7M
9 Barnes Wealth Management Group, Inc 1.02% 49,836 $2.0M
10 BIP Wealth, LLC 0.97% 588,178 $23.8M
11 Authentikos Wealth Advisory, LLC 0.93% 33,993 $1.4M
12 BridgePort Financial Solutions, LLC 0.88% 76,329 $3.1M
13 WT Wealth Management 0.86% 71,549 $2.9M
14 OakTrust Wealth Advisors, LLC 0.61% 16,620 $673K
15 Elmwood Wealth Management, Inc. 0.54% 47,966 $1.9M
16 January Capital Advisors LLC 0.49% 8,912 $361K
17 Global View Capital Management LLC 0.48% 44,789 $1.8M
18 G&S Capital LLC 0.44% 31,189 $1.3M
19 TKG Advisors, LLC 0.44% 26,415 $1.1M
20 Cwm, LLC 0.42% 3,949,890 $160.0M
21 Ameliora Wealth Management Ltd. 0.36% 27,767 $1.1M
22 Wisconsin Wealth Advisors, LLC 0.29% 7,199 $292K
23 Richardson Financial Services INC. 0.24% 9,622 $390K
24 Catalyst Private Wealth, LLC 0.22% 10,000 $405K
25 Verus Capital Partners, LLC 0.17% 62,432 $2.5M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ULST positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ULST?

Slight buying edge — 51% buying: Last quarter: 51 funds bought or added vs 49 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?

Strong quality — 26% AUM from major funds: 10 of 104 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ULST?

58% of holders stayed for 2+ years: 60 out of 104 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 Q1 hedge fund 13F filings?

As of today, ULST has moved +0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -1.0%. Since the quarter end (March 31, 2026), ULST has gained -0.3% vs +15.1% 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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