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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
GI
51
Gradient Investments
Minnesota
$17.4M +$17.3M +189,484 +16,903%
Truist Financial
52
Truist Financial
North Carolina
$17M +$17M +185,702 New
HI
53
Hudock Inc
Pennsylvania
$16.8M +$33.4K +365 +0.2%
FMT
54
First Mercantile Trust
Tennessee
$16.6M -$13.7M -149,304 -45%
SMFS
55
Squar Milner Financial Services
California
$16.5M +$12.8M +140,207 +353%
DIM
56
Delta Investment Management
California
$16.3M +$4.69M +51,270 +40%
Mirae Asset Global Investments
57
Mirae Asset Global Investments
South Korea
$15.5M +$15.6M +170,000 New
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$14.6M +$873K +9,542 +6%
IC
59
Innealta Capital
Texas
$14.4M +$14.5M +158,000 New
Renaissance Technologies
60
Renaissance Technologies
New York
$14.3M +$4.27M +46,700 +42%
EF
61
Empirical Finance
Pennsylvania
$14.3M +$9.75M +106,591 +213%
PCM
62
Palouse Capital Management
Washington
$14.2M -$391K -4,278 -3%
GHA
63
GW Henssler & Associates
Georgia
$13M -$378K -4,134 -3%
TFA
64
TPG Financial Advisors
Oregon
$13M +$149K +1,623 +1%
TC
65
Trilogy Capital
California
$12.8M +$940K +10,268 +8%
UCFA
66
United Capital Financial Advisors
Texas
$12.5M -$12.2M -133,195 -49%
State Street
67
State Street
Massachusetts
$12.5M -$8.12M -88,783 -39%
MIG
68
McGuire Investment Group
Rhode Island
$12.1M +$6.38M +69,674 +111%
VDFA
69
Vickerman & Driscoll Financial Advisors
Washington
$11.6M +$4.32M +47,231 +59%
WAP
70
Wealthcare Advisory Partners
Pennsylvania
$11.6M +$710K +7,759 +7%
SFM
71
Signet Financial Management
New Jersey
$11.5M +$1.25M +13,656 +12%
MFS
72
McNamara Financial Services
Massachusetts
$11.1M +$599K +6,551 +6%
Citigroup
73
Citigroup
New York
$10.8M -$1.12M -12,199 -9%
RJA
74
Raymond James & Associates
Florida
$10.4M -$20.7M -225,968 -66%
WAS
75
Winch Advisory Services
Wisconsin
$9.88M -$201K -2,198 -2%

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.