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

140 hedge funds and large institutions have $1.99B invested in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in 2018 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 48 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 14

130% more capital invested

Capital invested by funds: $864M → $1.99B (+$1.13B)

71% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 28

60% more funds holding in top 10

Funds holding in top 10: 1016 (+6)

35% more funds holding

Funds holding: 104140 (+36)

20.16% more ownership

Funds ownership: 48.15%68.31% (+20%)

Holders
140
Holders Change
+36
Holders Change %
+34.62%
% of All Funds
3.21%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.37%
New
52
Increased
48
Reduced
28
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
101
Rehmann Capital Advisory Group
Michigan
$333K -$57.4K -628 -15%
CIC
102
Carnegie Investment Counsel
Ohio
$302K +$302K +3,300 New
WA
103
Waverly Advisors
Alabama
$293K +$9.33K +102 +3%
FA
104
FDx Advisors
Illinois
$280K -$4.82M -52,745 -95%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$275K +$204K +2,233 +291%
Betterment LLC
106
Betterment LLC
New York
$266K +$266K +2,903 New
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$243K -$40.8K -446 -14%
SWA
108
SFMG Wealth Advisors
Texas
$226K
WS
109
Wela Strategies
Georgia
$222K +$119K +1,306 +37%
Cetera Investment Advisers
110
Cetera Investment Advisers
Illinois
$202K +$202K +2,205 New
OC
111
Oppenheimer & Co
New York
$202K +$202K +2,210 New
RE
112
RBC Europe
United Kingdom
$133K
OIA
113
OneDigital Investment Advisors
Kansas
$131K -$9.06K -99 -6%
BCI
114
Brinker Capital Investments
Pennsylvania
$119K
JFA
115
JNBA Financial Advisors
Minnesota
$116K +$116K +1,272 New
GRP
116
Global Retirement Partners
California
$76K +$76.4K +835 New
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$72K -$45.6K -499 -39%
APA
118
American Portfolios Advisors
New York
$52.9K -$1.1K -12 -2%
FDCDDQ
119
Federation des caisses Desjardins du Quebec
Quebec, Canada
$52.8K +$22.2K +243 +73%
JP Morgan Chase
120
JP Morgan Chase
New York
$52K +$51.6K +564 New
WWM
121
Willingdon Wealth Management
North Carolina
$50K -$64K -700 -56%
ML
122
McAdam LLC
Pennsylvania
$47K +$46.7K +511 New
SP
123
SWS Partners
Ohio
$44K -$6.86K -75 -13%
SWP
124
Stratos Wealth Partners
Ohio
$44K +$44.2K +483 New
IWM
125
IHT Wealth Management
Illinois
$40K +$40.2K +440 New

BIL Hedge Fund Activity: Q1 2018 in Review

140 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) for Q1 2018, worth a combined $1.99B — up 130% from $864M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new BIL positions and 14 closed out — a net gain of 38 holders — while 48 added to existing stakes and 28 trimmed.

The largest buyer was Ameriprise, adding an estimated $293M. The largest seller was Koch Industries, exiting entirely with an estimated $58M sold.

  • 140 institutional investors held State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) as of Q1 2018, up from 104 in Q4 2017.
  • Funds reported $1.99B of State Street SPDR Bloomberg 1-3 Month T-Bill ETF stock for Q1 2018, up 130% quarter-over-quarter.
  • 52 funds opened new State Street SPDR Bloomberg 1-3 Month T-Bill ETF positions in Q1 2018 and 14 closed out, a net change of +38 holders.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF buyer in Q1 2018 was Ameriprise, an estimated $293M added.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF seller in Q1 2018 was Koch Industries, an estimated $58M sold.

Based on aggregated 13F filings for Q1 2018.