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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
PFGIA
301
Patriot Financial Group Insurance Agency
Massachusetts
$24K +$275 +3 +1%
SMG
302
Spectrum Management Group
Indiana
$22K
KPCM
303
Kings Point Capital Management
New York
$13K +$12.9K +141 New
RFWA
304
RPg Family Wealth Advisory
Massachusetts
$10.7K
SB
305
Strategic Blueprint
Georgia
$9K +$9.24K +101 New
CYG
306
Clean Yield Group
Vermont
$7K
JCM
307
Julex Capital Management
Massachusetts
$6K -$13.8K -151 -70%
LWM
308
Lenox Wealth Management
Ohio
$6K +$1.92K +21 +40%
BWM
309
BerganKDV Wealth Management
Minnesota
$5K +$2.38K +26 +100%
PGAM
310
Princeton Global Asset Management
New Jersey
$4K +$92 +1 +3%
AIM
311
Anchor Investment Management
South Carolina
$3.39K
POIA
312
Pin Oak Investment Advisors
Texas
$3K
WCG
313
Weaver Consulting Group
California
$2K
Fidelity Investments
314
Fidelity Investments
Massachusetts
$1K -$54.4K -594 -97%
EPM
315
Elm Partners Management
Pennsylvania
-$44.4M -484,298 Closed
UAS
316
United Asset Strategies
New York
-$5.46M -59,587 Closed
CC
317
Covalis Capital
United Kingdom
-$3.2M -34,941 Closed
Susquehanna International Group
318
Susquehanna International Group
Pennsylvania
-$2.76M -30,100 Closed
SFG
319
Sather Financial Group
Texas
-$1.75M -19,159 Closed
WIP
320
Wellesley Investment Partners
Massachusetts
-$1.42M -15,555 Closed
FPFS
321
First Personal Financial Services
North Carolina
-$976K -10,659 Closed
MHS
322
M Holdings Securities
Oregon
-$934K -10,200 Closed
KLC
323
Knowledge Leaders Capital
Colorado
-$772K -8,429 Closed
EVM
324
Eaton Vance Management
Massachusetts
-$726K -7,920 Closed
BPWA
325
Beacon Pointe Wealth Advisors
California
-$598K -6,524 Closed

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.