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

313 hedge funds and large institutions have $5.25B invested in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in 2019 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 144 increasing their positions, 75 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 75

39% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 38

6% more funds holding in top 10

Funds holding in top 10: 4851 (+3)

5% more funds holding

Funds holding: 299313 (+14)

2.72% more ownership

Funds ownership: 58.46%61.18% (+2.7%)

3% less capital invested

Capital invested by funds: $5.42B → $5.25B (-$170M)

58% less call options, than puts

Call options by funds: $11.2M | Put options by funds: $26.9M

Holders
313
Holders Change
+14
Holders Change %
+4.68%
% of All Funds
6.86%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
1.12%
New
53
Increased
144
Reduced
75
Closed
38
Calls
$11.2M
Puts
$26.9M
Net Calls
-$15.7M
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Change in
Stake
VAG
226
VisionPoint Advisory Group
Texas
$434K -$520K -5,683 -54%
MIS
227
Morningstar Investment Services
Illinois
$431K -$150K -1,641 -26%
OA
228
Oxbow Advisors
Texas
$430K -$4.76K -52 -1%
EDRH
229
Edmond de Rothschild Holding
Switzerland
$428K -$161K -1,760 -27%
BL
230
BFSG LLC
California
$416K -$4.73M -51,643 -92%
AIM
231
Astor Investment Management
Illinois
$415K
CWM
232
Cornerstone Wealth Management
Missouri
$413K +$412K +4,505 New
GVAG
233
Great Valley Advisor Group
Delaware
$412K +$3.11K +34 +0.8%
ACP
234
Arcus Capital Partners
Georgia
$409K -$915 -10 -0.2%
EIC
235
Equity Investment Corp
Georgia
$403K -$9.15K -100 -2%
GAM
236
Gould Asset Management
California
$401K +$400K +4,375 New
IWS
237
Insight Wealth Strategies
California
$397K -$670K -7,322 -63%
SF
238
Synovus Financial
Georgia
$372K +$371K +4,057 New
W
239
WealthOne
New York
$367K +$367K +4,010 New
IWC
240
Integrated Wealth Concepts
Massachusetts
$361K +$361K +3,941 New
PCP
241
Proficio Capital Partners
Massachusetts
$355K +$355K +3,875 New
PWM
242
Perigon Wealth Management
California
$334K
CFA
243
Carroll Financial Associates
North Carolina
$318K -$18.9K -207 -6%
TA
244
TCG Advisors
Texas
$307K +$230K +2,517 +300%
WA
245
Waverly Advisors
Alabama
$302K +$2.93K +32 +1%
CF
246
Centaurus Financial
California
$294K +$25.4K +278 +9%
OIWM
247
OptiFour Integrated Wealth Management
Virginia
$280K
TFCP
248
Twin Focus Capital Partners
Massachusetts
$277K
CAPTRUST Financial Advisors
249
CAPTRUST Financial Advisors
North Carolina
$275K
EWM
250
Elmwood Wealth Management
California
$267K -$165K -1,805 -38%

BIL Hedge Fund Activity: Q3 2019 in Review

313 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) for Q3 2019, worth a combined $5.25B — down 3.1% from $5.42B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new BIL positions and 38 closed out — a net gain of 15 holders — while 144 added to existing stakes and 75 trimmed.

The largest buyer was SVB Wealth, opening a new position worth an estimated $751M. The largest seller was UBS Group, cutting an estimated $547M.

  • 313 institutional investors held State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) as of Q3 2019, up from 299 in Q2 2019.
  • Funds reported $5.25B of State Street SPDR Bloomberg 1-3 Month T-Bill ETF stock for Q3 2019, down 3.1% quarter-over-quarter.
  • 53 funds opened new State Street SPDR Bloomberg 1-3 Month T-Bill ETF positions in Q3 2019 and 38 closed out, a net change of +15 holders.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF buyer in Q3 2019 was SVB Wealth, an estimated $751M added.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF seller in Q3 2019 was UBS Group, an estimated $547M sold.

Based on aggregated 13F filings for Q3 2019.