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

404 hedge funds and large institutions have $11.7B invested in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in 2020 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 128 increasing their positions, 172 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 434404 (-30)

10.3% less ownership

Funds ownership: 83.04%72.74% (-10%)

22% less capital invested

Capital invested by funds: $15B → $11.7B (-$3.34B)

26% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 172

30% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 94

35% less funds holding in top 10

Funds holding in top 10: 7951 (-28)

85% less call options, than puts

Call options by funds: $11.3M | Put options by funds: $73.2M

Holders
404
Holders Change
-30
Holders Change %
-6.91%
% of All Funds
8.28%
Holding in Top 10
51
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-35.44%
% of All Funds
1.05%
New
66
Increased
128
Reduced
172
Closed
94
Calls
$11.3M
Puts
$73.2M
Net Calls
-$61.8M
Net Calls Change
-$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
251
SFMG Wealth Advisors
Texas
$724K +$29.9K +327 +4%
Fisher Asset Management
252
Fisher Asset Management
Washington
$718K +$718K +7,846 New
PWM
253
Paulson Wealth Management
Illinois
$710K -$260K -2,842 -27%
IP
254
Intellectus Partners
California
$706K -$213K -2,327 -23%
TCM
255
Telos Capital Management
California
$692K -$5.09M -55,591 -88%
MA
256
Marshfield Associates
District of Columbia
$690K -$60.4K -660 -8%
SBIA
257
Sheaff Brock Investment Advisors
Indiana
$686K
3F
258
360 Financial
Minnesota
$682K
RA
259
RFG Advisory
Alabama
$680K +$53.1K +580 +8%
BWM
260
Baystate Wealth Management
Massachusetts
$678K -$24.1M -263,648 -97%
IF
261
IRON Financial
Illinois
$665K -$19.8K -216 -3%
LBD
262
Landsberg Bennett & Dubbaneh
Florida
$663K -$11.7M -127,312 -95%
AWS
263
Arkfeld Wealth Strategies
Nebraska
$635K -$13.7K -150 -2%
APA
264
American Portfolios Advisors
New York
$630K -$249K -2,719 -28%
LRPA
265
L. Roy Papp & Associates
Arizona
$600K -$244K -2,670 -29%
SF
266
Synovus Financial
Georgia
$591K -$55.7K -609 -9%
FFC
267
Fure Financial Corporation
Minnesota
$590K
RJT
268
Raymond James Trust
Florida
$583K +$125K +1,368 +27%
HPC
269
Hobart Private Capital
North Carolina
$581K +$581K +6,344 New
AF
270
Advisornet Financial
Minnesota
$580K -$55.6K -607 -9%
SA
271
Sicart Associates
New York
$577K
Jane Street
272
Jane Street
New York
$575K -$7.52M -82,107 -93%
ERIM
273
Eagle Ridge Investment Management
Connecticut
$574K -$43.5K -475 -7%
MFG
274
Merit Financial Group
Georgia
$571K -$5.86K -64 -1%
BHWM
275
Bay Harbor Wealth Management
Maryland
$565K +$565K +6,176 New

BIL Hedge Fund Activity: Q2 2020 in Review

404 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) for Q2 2020, worth a combined $11.7B — down 22% from $15B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of BIL and 66 opened new positions — a net loss of 28 holders — while 172 trimmed existing stakes and 128 added.

The largest buyer was Bank of America, adding an estimated $491M. The largest seller was SVB Wealth, cutting an estimated $759M.

  • 404 institutional investors held State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) as of Q2 2020, down from 434 in Q1 2020.
  • Funds reported $11.7B of State Street SPDR Bloomberg 1-3 Month T-Bill ETF stock for Q2 2020, down 22% quarter-over-quarter.
  • 66 funds opened new State Street SPDR Bloomberg 1-3 Month T-Bill ETF positions in Q2 2020 and 94 closed out, a net change of -28 holders.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF buyer in Q2 2020 was Bank of America, an estimated $491M added.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF seller in Q2 2020 was SVB Wealth, an estimated $759M sold.

Based on aggregated 13F filings for Q2 2020.