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

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: 1,0271,040 (+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: 166158 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
HOWA
1051
Heritage Oak Wealth Advisors
Florida
-$9.1M -99,181 Closed
LAM
1052
Lifestyle Asset Management
Texas
-$8.1M -88,293 Closed
GA
1053
GFS Advisors
Texas
-$56K -77,800 Closed
SPAS
1054
Spectrum Planning & Advisory Services
California
-$6.88M -75,005 Closed
MCM
1055
Monument Capital Management
Virginia
-$5.78M -62,954 Closed
AFA
1056
AA Financial Advisors
Ohio
-$5.09M -55,436 Closed
TC
1057
Tairen Capital
Hong Kong
-$5.02M -54,700 Closed
WA
1058
Win Advisors
Florida
-$3.97M -43,275 Closed
TF
1059
Theory Financial
Colorado
-$3.72M -40,522 Closed
IAIM
1060
International Assets Investment Management
Florida
-$3.21M -35,001 Closed
RCS
1061
Retirement Capital Strategies
California
-$2.69M -29,315 Closed
FCM
1062
Fairbanks Capital Management
California
-$2.24M -24,400 Closed
OAS
1063
Optivise Advisory Services
Tennessee
-$1.89M -20,592 Closed
ECA
1064
Elevated Capital Advisors
Utah
-$1.83M -19,932 Closed
Goldman Sachs
1065
Goldman Sachs
New York
-$1.65M -17,957 Closed
TRCT
1066
Tower Research Capital (TRC)
New York
-$1.44M -15,700 Closed
WWM
1067
WT Wealth Management
Arizona
-$1.34M -14,547 Closed
TWD
1068
True Wealth Design
Ohio
-$1.32M -14,404 Closed
PA
1069
Pinnacle Associates
New York
-$1.25M -13,652 Closed
GSEP
1070
Golden State Equity Partners
California
-$1.18M -12,815 Closed
WMG
1071
WESCAP Management Group
California
-$1.14M -12,400 Closed
SF
1072
Summit Financial
New Jersey
-$1.06M -11,532 Closed
BFAG
1073
Blackston Financial Advisory Group
Florida
-$1.29M -11,527 Closed
SW
1074
SVB Wealth
Massachusetts
-$992K -10,809 Closed
OFS
1075
OneAscent Financial Services
Alabama
-$957K -10,426 Closed

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.