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

1,040 hedge funds and large institutions have $18.8B invested in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in 2024 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 403 increasing their positions, 431 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 93

1% more funds holding

Funds holding: 1,027 → 1,040 (+13)

2% more capital invested

Capital invested by funds: $18.5B → $18.8B (+$312M)

6% less repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 431

5% less funds holding in top 10

Funds holding in top 10: 166 → 158 (-8)

5.59% less ownership

Funds ownership: 60.8% → 55.2% (-5.6%)

22% less call options, than puts

Call options by funds: $1.95M | Put options by funds: $2.51M

Holders
1,040
Holders Change
+13
Holders Change %
+1.27%
% of All Funds
14.93%
Holding in Top 10
158
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-4.82%
% of All Funds
2.27%
New
121
Increased
403
Reduced
431
Closed
93
Calls
$1.95M
Puts
$2.51M
Net Calls
-$560K
Net Calls Change
+$945K

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$700M
2
Morgan Stanley
Morgan Stanley
New York
+$146M
3
AM
AGF Management
Ontario, Canada
+$71.1M
4
PCIG
Partners Capital Investment Group
Massachusetts
+$61.7M
5
LPL Financial
LPL Financial
California
+$55.6M

Top Sellers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
-$1.43B
2
CWP
Capital Wealth Planning
Florida
-$192M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$172M
4
SEI Investments
SEI Investments
Pennsylvania
-$158M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$101M
Name Holding Trade Value Shares
Change 		Change in
Stake
SI
776
Schusterman Interests
Oklahoma
$501K – – –
CRWM
777
Castle Rock Wealth Management
California
$500K +$4.31K +47 +0.9%
TPW
778
Transatlantique Private Wealth
New York
$500K – – –
Wolverine Trading
779
Wolverine Trading
Illinois
$498K -$123K -1,345 -20%
WFAG
780
Worth Financial Advisory Group
North Carolina
$497K +$5.5K +60 +1%
MCM
781
Marathon Capital Management
Maryland
$496K +$189K +2,065 +62%
WAG
782
Wallace Advisory Group
California
$493K -$5.13K -56 -1%
ECM
783
Evergreen Capital Management
Washington
$490K +$3.67K +40 +0.8%
NL
784
NWAM LLC
Washington
$488K +$487K +5,311 New
FFA
785
Frazier Financial Advisors
Ohio
$481K – – –
AF
786
Affiance Financial
Minnesota
$475K +$474K +5,173 New
BFP
787
Briaud Financial Planning
Texas
$474K – – –
PIMG
788
Patriot Investment Management Group
Tennessee
$468K +$467K +5,094 New
AO
789
Advisor OS
Illinois
$468K +$245K +2,679 +111%
FAM
790
Formidable Asset Management
Ohio
$466K -$63.5K -693 -12%
Polen Capital Management
791
Polen Capital Management
Florida
$466K -$7.95M -86,820 -94%
LL
792
LWMG LLC
Minnesota
$458K +$5.96K +65 +1%
SFA
793
Sequoia Financial Advisors
Ohio
$457K +$456K +4,981 New
Financial Engines Advisors
794
Financial Engines Advisors
California
$442K +$110K +1,198 +33%
RIG
795
Ramiah Investment Group
Wisconsin
$439K -$1.47K -16 -0.3%
DJSG
796
D.J. St. Germain
Massachusetts
$437K -$431K -4,702 -50%
EF
797
Empowered Funds
Pennsylvania
$435K +$55.1K +601 +14%
M&T Bank
798
M&T Bank
New York
$433K -$106K -1,158 -20%
MSWM
799
Mowery & Schoenfeld Wealth Management
Illinois
$431K -$707K -7,711 -62%
SIG
800
Stonegate Investment Group
Alabama
$430K +$128K +1,393 +42%
30 31
32
33 34

BIL Hedge Fund Activity: Q3 2024 in Review

1,040 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) for Q3 2024, worth a combined $18.8B — up 1.7% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new BIL positions and 93 closed out — a net gain of 28 holders — while 403 added to existing stakes and 431 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $700M. The largest seller was Strategic Financial Concepts, cutting an estimated $1.43B.

  • 1,040 institutional investors held State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) as of Q3 2024, up from 1,027 in Q2 2024.
  • Funds reported $18.8B of State Street SPDR Bloomberg 1-3 Month T-Bill ETF stock for Q3 2024, up 1.7% quarter-over-quarter.
  • 121 funds opened new State Street SPDR Bloomberg 1-3 Month T-Bill ETF positions in Q3 2024 and 93 closed out, a net change of +28 holders.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF buyer in Q3 2024 was Mercer Global Advisors, an estimated $700M added.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $1.43B sold.

Based on aggregated 13F filings for Q3 2024.