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

966 hedge funds and large institutions have $18.5B invested in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in 2024 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 366 increasing their positions, 400 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $854K

2% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 120

9% less repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 400

1% less funds holding

Funds holding: 980966 (-14)

9.02% less ownership

Funds ownership: 67.96%58.94% (-9%)

9% less funds holding in top 10

Funds holding in top 10: 176160 (-16)

18% less capital invested

Capital invested by funds: $22.7B → $18.5B (-$4.14B)

Holders
966
Holders Change
-14
Holders Change %
-1.43%
% of All Funds
13.92%
Holding in Top 10
160
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-9.09%
% of All Funds
2.3%
New
122
Increased
366
Reduced
400
Closed
120
Calls
$1.74M
Puts
$854K
Net Calls
+$882K
Net Calls Change
+$7.45M
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
51
Atria Wealth Solutions
New York
$52.2M -$56.5M -617,230 -52%
CAAS
52
Capital Asset Advisory Services
Michigan
$51.1M +$3.62M +39,506 +8%
LSAG
53
Lake Street Advisors Group
New Hampshire
$50M +$27.1M +296,354 +119%
CF
54
Centaurus Financial
California
$48.8M -$1.17M -12,774 -2%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$48.8M -$1.83M -19,927 -4%
FIM
56
Freedom Investment Management
Connecticut
$48.2M -$3.23M -35,219 -6%
CLGM
57
Capitolis Liquid Global Markets
New York
$48.1M +$48M +524,000 New
OCM
58
One Capital Management
California
$47M +$10.5M +114,659 +29%
BCM
59
Brookstone Capital Management
Illinois
$46.5M +$405K +4,424 +0.9%
AssetMark Inc
60
AssetMark Inc
California
$45M +$12.9M +140,794 +40%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$44.4M
Envestnet Portfolio Solutions
62
Envestnet Portfolio Solutions
Illinois
$43.8M -$41.2M -449,903 -49%
EWA
63
EP Wealth Advisors
California
$43.6M +$415K +4,530 +1%
AA
64
Acorns Advisers
California
$43.1M +$358K +3,908 +0.8%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$43.1M -$11.3M -123,009 -21%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$42.9M +$41.8M +455,992 +4,054%
IPW
67
Impact Partnership Wealth
Georgia
$42.4M -$8.96M -97,788 -17%
SAM
68
Synergy Asset Management
Washington
$41.8M +$36.3M +395,855 +663%
GRP
69
Global Retirement Partners
California
$41.5M -$4.05M -44,161 -9%
4WM
70
49 Wealth Management
Texas
$41.1M +$32.6M +356,202 +383%
JPG
71
Jordan Park Group
California
$40.7M +$33.6M +366,530 +474%
NWM
72
Napa Wealth Management
California
$40.1M +$21M +228,882 +110%
JP Morgan Chase
73
JP Morgan Chase
New York
$38.6M +$10.2M +111,862 +36%
GM
74
GeoWealth Management
Illinois
$37.9M +$6.62M +72,258 +21%
FGA
75
Fortis Group Advisors
New Jersey
$36.8M -$51.1M -558,201 -58%

BIL Hedge Fund Activity: Q1 2024 in Review

966 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) for Q1 2024, worth a combined $18.5B — down 18% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new BIL positions and 120 closed out — a net gain of 2 holders — while 366 added to existing stakes and 400 trimmed.

The largest buyer was UBS Group, adding an estimated $132M. The largest seller was Morgan Stanley, cutting an estimated $1.52B.

  • 966 institutional investors held State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) as of Q1 2024, down from 980 in Q4 2023.
  • Funds reported $18.5B of State Street SPDR Bloomberg 1-3 Month T-Bill ETF stock for Q1 2024, down 18% quarter-over-quarter.
  • 122 funds opened new State Street SPDR Bloomberg 1-3 Month T-Bill ETF positions in Q1 2024 and 120 closed out, a net change of +2 holders.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF buyer in Q1 2024 was UBS Group, an estimated $132M added.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF seller in Q1 2024 was Morgan Stanley, an estimated $1.52B sold.

Based on aggregated 13F filings for Q1 2024.