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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
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$31.5M -$2.04M -22,295 -6%
RJA
27
Raymond James & Associates
Florida
$31.1M +$24.4M +266,906 +365%
FMT
28
First Mercantile Trust
Tennessee
$30.3M +$4.41M +48,189 +17%
BlackRock
29
BlackRock
New York
$28.4M +$28.4M +310,030 +2,066,867%
TM
30
Titan Managers
Arizona
$26.7M -$1.57M -17,116 -6%
PWAG
31
Polaris Wealth Advisory Group
California
$26.3M +$7.11M +77,697 +37%
BFG
32
Beacon Financial Group
Texas
$26.3M +$11.7M +127,611 +66%
JCM
33
Jacobi Capital Management
Pennsylvania
$26.3M +$26.3M +286,933 +141,346%
CIAS
34
Capital Investment Advisory Services
North Carolina
$25.7M +$1.57M +17,205 +7%
MIM
35
Morningstar Investment Management
Illinois
$24.9M -$7.65M -83,597 -23%
UCFA
36
United Capital Financial Advisors
Texas
$24.7M -$237M -2,584,107 -91%
PAG
37
Private Advisor Group
New Jersey
$23.9M +$13.5M +147,226 +129%
AA
38
Acorns Advisers
California
$23.9M +$23.9M +260,652 New
MIH
39
Madison Investment Holdings
Wisconsin
$23.6M +$23.6M +258,049 New
5L
40
55I LLC
Massachusetts
$23.2M +$2.64M +28,824 +13%
BWM
41
Baystate Wealth Management
Massachusetts
$23M +$305K +3,334 +1%
Millennium Management
42
Millennium Management
New York
$22.5M +$22M +240,810 +5,151%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$22M +$468K +5,109 +2%
CCA
44
Clearwater Capital Advisors
Illinois
$20.8M +$3.82M +41,723 +22%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$20.8M -$19.9M -217,014 -49%
State Street
46
State Street
Massachusetts
$20.6M +$8.98M +98,153 +77%
DF
47
Donoghue Forlines
Massachusetts
$20.3M +$20.3M +221,271 New
Bank of Nova Scotia
48
Bank of Nova Scotia
Ontario, Canada
$20.2M +$20.2M +220,352 New
Stifel Financial
49
Stifel Financial
Missouri
$19.8M +$8.14M +88,891 +69%
SC
50
Scotia Capital
Ontario, Canada
$19.7M +$15.1M +165,376 +333%

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.