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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
Commonwealth Equity Services
126
Commonwealth Equity Services
Massachusetts
$3.99M -$487K -5,327 -11%
IAN
127
Integrated Advisors Network
Texas
$3.95M +$3.95M +43,204 New
MAFM
128
Mid Atlantic Financial Management
Pennsylvania
$3.92M -$4.55M -49,750 -54%
SFS
129
Sowell Financial Services
Arkansas
$3.9M -$940K -10,270 -19%
BWM
130
BT Wealth Management
Georgia
$3.81M -$4.73M -51,654 -55%
I2I
131
Insight 2811 Inc
Illinois
$3.8M +$3.8M +41,535 New
EPM
132
Elm Partners Management
Pennsylvania
$3.71M +$3.7M +40,459 New
CF
133
Copperwynd Financial
Arizona
$3.7M -$648K -7,084 -15%
RPC
134
Rossmore Private Capital
Connecticut
$3.54M +$1.34M +14,608 +61%
MCG
135
MACRO Consulting Group
New Jersey
$3.47M +$32.1K +351 +0.9%
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$3.42M +$3.15M +34,402 +1,147%
Citadel Advisors
137
Citadel Advisors
Florida
$3.34M -$15.7M -172,011 -82%
SPC
138
Sigma Planning Corp
Michigan
$3.32M -$619K -6,762 -16%
MML Investors Services
139
MML Investors Services
Massachusetts
$3.23M -$2.99M -32,640 -48%
LFA
140
Legacy Financial Advisors
Kentucky
$3.18M
AG
141
Advisor Group
Arizona
$2.92M -$313K -3,426 -10%
CIG
142
Cairn Investment Group
Washington
$2.92M +$2.92M +31,920 New
NA
143
NextCapital Advisers
Illinois
$2.87M +$2.87M +31,408 New
NFG
144
Next Financial Group
Texas
$2.79M -$148K -1,622 -5%
FAAS
145
First Allied Advisory Services
California
$2.78M +$819K +8,950 +42%
CAG
146
Csenge Advisory Group
Florida
$2.65M +$332K +3,624 +14%
CHJWM
147
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.63M +$1.93M +21,121 +277%
OPS
148
Orion Portfolio Solutions
Nebraska
$2.6M +$2.61M +28,486 New
C
149
Certuity
Florida
$2.4M +$2.4M +26,228 New
OC
150
Oppenheimer & Co
New York
$2.39M +$11.3K +123 +0.5%

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.