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

370 hedge funds and large institutions have $5.13B invested in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in 2019 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 118 increasing their positions, 123 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 35

18% more funds holding

Funds holding: 313370 (+57)

4% more funds holding in top 10

Funds holding in top 10: 5153 (+2)

2% less capital invested

Capital invested by funds: $5.25B → $5.13B (-$120M)

4% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 123

4.25% less ownership

Funds ownership: 61.18%56.92% (-4.3%)

69% less call options, than puts

Call options by funds: $6.47M | Put options by funds: $20.8M

Holders
370
Holders Change
+57
Holders Change %
+18.21%
% of All Funds
7.29%
Holding in Top 10
53
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.92%
% of All Funds
1.04%
New
98
Increased
118
Reduced
123
Closed
35
Calls
$6.47M
Puts
$20.8M
Net Calls
-$14.3M
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
276
Raymond James Trust
Florida
$350K +$106K +1,155 +43%
IWS
277
Insight Wealth Strategies
California
$345K -$52.2K -570 -13%
FFN
278
Focus Financial Network
Minnesota
$334K +$335K +3,656 New
PWM
279
Perigon Wealth Management
California
$334K
NFG
280
Nations Financial Group
Iowa
$323K -$142K -1,548 -30%
FSG
281
Financial Strategies Group
Michigan
$313K +$313K +3,425 New
WA
282
Waverly Advisors
Alabama
$312K +$10.3K +113 +3%
BPWA
283
Beacon Pointe Wealth Advisors
California
$312K +$312K +3,415 New
BS
284
Boenning & Scattergood
Pennsylvania
$311K +$89.2K +975 +40%
Fifth Third Bancorp
285
Fifth Third Bancorp
Ohio
$303K +$208K +2,273 +217%
WAS
286
Wealth Advisory Solutions
Indiana
$299K +$300K +3,279 New
MIS
287
Morningstar Investment Services
Illinois
$295K -$135K -1,477 -31%
PTC
288
Private Trust Company
Ohio
$291K +$63.6K +695 +28%
OIWM
289
OptiFour Integrated Wealth Management
Virginia
$280K
Betterment LLC
290
Betterment LLC
New York
$277K +$12.6K +138 +5%
QAM
291
Q3 Asset Management
Michigan
$276K +$277K +3,023 New
TFCP
292
Twin Focus Capital Partners
Massachusetts
$272K -$4.12K -45 -1%
EDRH
293
Edmond de Rothschild Holding
Switzerland
$263K -$165K -1,802 -39%
KWM
294
Kingsview Wealth Management
Oregon
$254K -$4.3K -47 -2%
CPO
295
Cerity Partners OCIO
New York
$250K +$250K +2,733 New
PNC Financial Services Group
296
PNC Financial Services Group
Pennsylvania
$246K +$34.1K +373 +16%
CC
297
Cedar Capital
Illinois
$246K +$246K +2,690 New
LCP
298
Legacy Capital Partners
Wisconsin
$241K +$242K +2,641 New
CAMG
299
CWA Asset Management Group
Florida
$238K +$238K +2,600 New
PIA
300
Pinion Investment Advisors
Kansas
$236K +$236K +2,581 New

BIL Hedge Fund Activity: Q4 2019 in Review

370 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) for Q4 2019, worth a combined $5.13B — down 2.3% from $5.25B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new BIL positions and 35 closed out — a net gain of 63 holders — while 118 added to existing stakes and 123 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $117M. The largest seller was Ameriprise, cutting an estimated $213M.

  • 370 institutional investors held State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) as of Q4 2019, up from 313 in Q3 2019.
  • Funds reported $5.13B of State Street SPDR Bloomberg 1-3 Month T-Bill ETF stock for Q4 2019, down 2.3% quarter-over-quarter.
  • 98 funds opened new State Street SPDR Bloomberg 1-3 Month T-Bill ETF positions in Q4 2019 and 35 closed out, a net change of +63 holders.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF buyer in Q4 2019 was Bank of Montreal, an estimated $117M added.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF seller in Q4 2019 was Ameriprise, an estimated $213M sold.

Based on aggregated 13F filings for Q4 2019.