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

434 hedge funds and large institutions have $15B invested in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in 2020 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 170 increasing their positions, 124 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more capital invested

Capital invested by funds: $5.13B → $15B (+$9.88B)

163% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 43

49% more funds holding in top 10

Funds holding in top 10: 5379 (+26)

37% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 124

26.11% more ownership

Funds ownership: 56.92%83.04% (+26%)

17% more funds holding

Funds holding: 370434 (+64)

82% less call options, than puts

Call options by funds: $13.6M | Put options by funds: $74.2M

Holders
434
Holders Change
+64
Holders Change %
+17.3%
% of All Funds
9.56%
Holding in Top 10
79
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+49.06%
% of All Funds
1.74%
New
113
Increased
170
Reduced
124
Closed
43
Calls
$13.6M
Puts
$74.2M
Net Calls
-$60.6M
Net Calls Change
-$46.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AIS
251
Accurate Investment Solutions
Pennsylvania
$935K +$356K +3,884 +61%
LA
252
LexAurum Advisors
Kansas
$929K +$283K +3,088 +44%
IP
253
Intellectus Partners
California
$920K +$201K +2,195 +28%
TPA
254
Trivium Point Advisory
Connecticut
$920K +$920K +10,047 New
KFGK
255
Keystone Financial Group (Kentucky)
Kentucky
$903K -$10.6K -116 -1%
MGWM
256
Marks Group Wealth Management
Minnesota
$894K +$398K +4,352 +80%
GM
257
GeoWealth Management
Illinois
$888K +$263K +2,874 +42%
APA
258
American Portfolios Advisors
New York
$879K -$24.1K -263 -3%
PP
259
PagnatoKarp Partners
Virginia
$876K -$414K -4,519 -32%
LFAS
260
Level Four Advisory Services
Texas
$869K -$103K -1,123 -11%
NFG
261
Nations Financial Group
Iowa
$856K +$532K +5,811 +164%
WS
262
Wela Strategies
Georgia
$853K +$419K +4,578 +97%
PIM
263
Penobscot Investment Management
Massachusetts
$852K
LRPA
264
L. Roy Papp & Associates
Arizona
$846K +$23.8K +260 +3%
SS
265
Simplicity Solutions
Minnesota
$846K +$612K +6,689 +263%
RWA
266
Redhawk Wealth Advisors
Minnesota
$841K +$840K +9,174 New
Luther King Capital Management (LKCM)
267
Luther King Capital Management (LKCM)
Texas
$832K
GCAC
268
Guardian Capital Advisors (Canada)
Ontario, Canada
$826K +$294K +3,208 +33%
AC
269
AlphaCore Capital
California
$820K -$94.4K -1,031 -10%
GAM
270
Gould Asset Management
California
$809K +$458K +5,000 +131%
DAC
271
Dividend Assets Capital
South Carolina
$800K
SAMC
272
Spectrum Asset Management (California)
California
$797K -$104K -1,135 -12%
WS
273
Wedbush Securities
California
$793K +$412K +4,496 +108%
PIN
274
Prudent Investors Network
California
$785K -$108K -1,181 -12%
MA
275
Marshfield Associates
District of Columbia
$751K

BIL Hedge Fund Activity: Q1 2020 in Review

434 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) for Q1 2020, worth a combined $15B — up 193% from $5.13B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new BIL positions and 43 closed out — a net gain of 70 holders — while 170 added to existing stakes and 124 trimmed.

The largest buyer was Bank of America, adding an estimated $4.24B. The largest seller was St. James Investment Company, cutting an estimated $103M.

  • 434 institutional investors held State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) as of Q1 2020, up from 370 in Q4 2019.
  • Funds reported $15B of State Street SPDR Bloomberg 1-3 Month T-Bill ETF stock for Q1 2020, up 193% quarter-over-quarter.
  • 113 funds opened new State Street SPDR Bloomberg 1-3 Month T-Bill ETF positions in Q1 2020 and 43 closed out, a net change of +70 holders.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF buyer in Q1 2020 was Bank of America, an estimated $4.24B added.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF seller in Q1 2020 was St. James Investment Company, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2020.