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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
HighTower Advisors
101
HighTower Advisors
Illinois
$5.87M -$1.62M -17,710 -22%
SMC
102
Smith, Moore & Co
Missouri
$5.83M -$76.9K -840 -1%
Bank of Nova Scotia
103
Bank of Nova Scotia
Ontario, Canada
$5.73M -$14.4M -157,661 -72%
GWM
104
Geneos Wealth Management
Colorado
$5.62M +$2.72M +29,738 +94%
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$5.53M -$1.86M -20,303 -25%
KL
106
KWMG LLC
Kansas
$5.52M +$270K +2,947 +5%
TCM
107
Telos Capital Management
California
$5.49M +$1.31M +14,290 +31%
SWP
108
Strategic Wealth Partners
Ohio
$5.47M -$315K -3,444 -5%
LG
109
Leuthold Group
Minnesota
$5.42M -$3.42M -37,375 -39%
DAS
110
Dynamic Advisor Solutions
Arizona
$5.4M +$126K +1,372 +2%
AWA
111
Arete Wealth Advisors
Illinois
$5.33M -$554K -6,051 -9%
BRG
112
Bay Rivers Group
Virginia
$5.33M +$5.34M +58,309 New
Jane Street
113
Jane Street
New York
$5.23M -$1.57M -17,168 -23%
Deutsche Bank
114
Deutsche Bank
Germany
$4.97M +$2.56M +27,955 +106%
Lido Advisors
115
Lido Advisors
California
$4.92M -$4.23M -46,193 -46%
UAS
116
United Asset Strategies
New York
$4.87M +$4.88M +53,292 New
BAM
117
Belpointe Asset Management
Nevada
$4.84M +$367K +4,012 +8%
EVM
118
Eaton Vance Management
Massachusetts
$4.79M +$4.79M +52,331 New
WCWM
119
Willow Creek Wealth Management
California
$4.62M +$1.38M +15,106 +43%
VR
120
Viridian RIA
Washington
$4.41M +$320K +3,494 +8%
PAM
121
Peak Asset Management
Colorado
$4.38M +$727K +7,943 +20%
CFGS
122
Concourse Financial Group Securities
Alabama
$4.31M +$2.5M +27,325 +138%
AWM
123
Altavista Wealth Management
North Carolina
$4.1M -$2.47M -27,010 -38%
CB
124
Community Bank
New York
$4.09M -$110K -1,205 -3%
BWI
125
Beacon Wealthcare Inc
North Carolina
$4.09M +$157K +1,712 +4%

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.