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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
SC
76
Scotia Capital
Ontario, Canada
$9.63M -$10M -109,751 -51%
WANY
77
Wealthspire Advisors (New York)
New York
$9.24M -$834K -9,119 -8%
Bank of New York Mellon
78
Bank of New York Mellon
New York
$9.06M -$606K -6,623 -6%
IAA
79
Independent Advisor Alliance
North Carolina
$8.99M +$9M +98,355 New
VHAM
80
Van Hulzen Asset Management
California
$8.77M +$405K +4,424 +5%
TD Asset Management
81
TD Asset Management
Ontario, Canada
$8.46M +$86K +940 +1%
OAM
82
Occidental Asset Management
California
$8.18M -$23.9K -261 -0.3%
5L
83
55I LLC
Massachusetts
$7.77M -$15.4M -168,537 -66%
TC
84
TownSquare Capital
Utah
$7.76M +$1.04M +11,400 +16%
JFA
85
JNBA Financial Advisors
Minnesota
$7.61M -$5.61M -61,324 -42%
DF
86
Donoghue Forlines
Massachusetts
$7.31M -$12.9M -141,347 -64%
SIM
87
Sterling Investment Management
Arizona
$7.19M -$3.27M -35,770 -31%
NA
88
NewEdge Advisors
Louisiana
$7.14M -$3.69M -40,362 -34%
DWM
89
Darwin Wealth Management
Florida
$7.08M +$513K +5,612 +8%
WU
90
Wealthsimple US
New York
$7M +$7.01M +76,568 New
UIA
91
UBP Investment Advisors
Switzerland
$6.93M +$1.34M +14,641 +24%
WCM
92
Wealthcare Capital Management
Virginia
$6.63M +$228K +2,493 +4%
CWP
93
Capital Wealth Planning
Florida
$6.49M -$823K -8,995 -11%
DBT
94
Dubuque Bank & Trust
Iowa
$6.43M +$1.9M +20,738 +42%
Stifel Financial
95
Stifel Financial
Missouri
$6.41M -$13.4M -146,633 -68%
CC
96
Cassaday & Co
Virginia
$6.31M -$37.1K -405 -0.6%
Franklin Resources
97
Franklin Resources
California
$6.22M -$2M -21,836 -24%
TF
98
TLWM Financial
Texas
$6.17M +$6.17M +67,420 New
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$6.12M +$2.74M +29,935 +81%
NYLIM
100
New York Life Investment Management
New York
$5.91M

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.