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State Street SPDR Bloomberg 1-3 Month T-Bill ETF

265 hedge funds and large institutions have $5.96B invested in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in 2018 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 105 increasing their positions, 40 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

502% more call options, than puts

Call options by funds: $6.93M | Put options by funds: $1.15M

395% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 21

262% more capital invested

Capital invested by funds: $1.64B → $5.96B (+$4.31B)

163% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 40

156% more funds holding in top 10

Funds holding in top 10: 2564 (+39)

45% more funds holding

Funds holding: 183265 (+82)

29.03% more ownership

Funds ownership: 45.31%74.34% (+29%)

Holders
265
Holders Change
+82
Holders Change %
+44.81%
% of All Funds
5.9%
Holding in Top 10
64
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+156%
% of All Funds
1.43%
New
104
Increased
105
Reduced
40
Closed
21
Calls
$6.93M
Puts
$1.15M
Net Calls
+$5.78M
Net Calls Change
+$5.78M
Name Holding Trade Value Shares
Change
Change in
Stake
RVPG
226
Relative Value Partners Group
$232K +$232K +2,534 New
GRP
227
Global Retirement Partners
California
$226K -$19.9K -218 -8%
LWM
228
Lenox Wealth Management
Ohio
$223K +$679K +7,417 +2,015%
EWF
229
Epstein & White Financial
California
$214K +$214K +2,336 New
JCM
230
Jacobi Capital Management
Pennsylvania
$206K -$27.7M -302,960 -99%
Betterment LLC
231
Betterment LLC
New York
$205K -$20.2K -221 -9%
SFS
232
Sowell Financial Services
Arkansas
$205K +$205K +2,238 New
BIAS
233
Beacon Investment Advisory Services
New Jersey
$201K +$201K +2,200 New
CFA
234
Carroll Financial Associates
North Carolina
$186K
WCM
235
WealthBridge Capital Management
Ohio
$185K +$185K +2,025 New
CWA
236
Clarus Wealth Advisors
Arizona
$183K
MFW
237
Mosaic Family Wealth
Missouri
$164K -$60K -656 -27%
RWML
238
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$156K +$156K +1,708 New
AOWM
239
Alpha Omega Wealth Management
Virginia
$139K +$139K +1,516 New
AIC
240
Ameritas Investment Company
Nebraska
$126K +$126K +1,376 New
BFEC
241
Benjamin F. Edwards & Company
Missouri
$117K -$95.2K -1,040 -45%
S
242
SignatureFD
Georgia
$91K +$91.1K +996 New
Carson Wealth (CWM LLC)
243
Carson Wealth (CWM LLC)
Nebraska
$81K +$78.4K +857 +2,597%
PNC Financial Services Group
244
PNC Financial Services Group
Pennsylvania
$73K -$3.94K -43 -5%
AP
245
Atwood & Palmer
Missouri
$70K
CFGS
246
Concourse Financial Group Securities
Alabama
$66K +$43.3K +473 +189%
William Blair & Company
247
William Blair & Company
Illinois
$46K +$45.8K +500 New
CI
248
CX Institutional
Indiana
$38K +$37.6K +411 New
PCG
249
Private Capital Group
Connecticut
$36K +$35.8K +391 New
BlackRock
250
BlackRock
New York
$31K +$31.1K +340 New

BIL Hedge Fund Activity: Q4 2018 in Review

265 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) for Q4 2018, worth a combined $5.96B — up 262% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new BIL positions and 21 closed out — a net gain of 83 holders — while 105 added to existing stakes and 40 trimmed.

The largest buyer was KLS Professional Advisors Group, opening a new position worth an estimated $773M. The largest seller was Jacobi Capital Management, cutting an estimated $27.7M.

  • 265 institutional investors held State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) as of Q4 2018, up from 183 in Q3 2018.
  • Funds reported $5.96B of State Street SPDR Bloomberg 1-3 Month T-Bill ETF stock for Q4 2018, up 262% quarter-over-quarter.
  • 104 funds opened new State Street SPDR Bloomberg 1-3 Month T-Bill ETF positions in Q4 2018 and 21 closed out, a net change of +83 holders.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF buyer in Q4 2018 was KLS Professional Advisors Group, an estimated $773M added.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF seller in Q4 2018 was Jacobi Capital Management, an estimated $27.7M sold.

Based on aggregated 13F filings for Q4 2018.