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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
ACP
151
Aveo Capital Partners
Colorado
$2.37M +$908K +9,927 +62%
GIA
152
Granite Investment Advisors
New Hampshire
$2.27M +$648K +7,085 +40%
LSC
153
Lesa Sroufe & Co
Washington
$2.23M -$184K -2,009 -8%
VIM
154
Vista Investment Management
Pennsylvania
$2.22M -$156K -1,703 -7%
CIBC World Market
155
CIBC World Market
Ontario, Canada
$2.19M +$11.5K +126 +0.5%
QPWM
156
Quadrant Private Wealth Management
Pennsylvania
$2.13M +$4.39K +48 +0.2%
MOS
157
MGO One Seven
Ohio
$2.11M -$2.82M -30,816 -57%
Neuberger Berman Group
158
Neuberger Berman Group
New York
$2.1M +$2.38K +26 +0.1%
SCA
159
STALEY CAPITAL ADVISERS
Pennsylvania
$2.1M +$2.1M +23,000 New
DC
160
Davenport & Co
Virginia
$1.98M +$1.52M +16,660 +334%
GG
161
Gofen & Glossberg
Illinois
$1.97M -$218K -2,388 -10%
RBCM
162
Raub Brock Capital Management
California
$1.65M -$1.95M -21,365 -54%
BFG
163
Barber Financial Group
Kansas
$1.61M -$516K -5,637 -24%
AIM
164
Acropolis Investment Management
Missouri
$1.6M +$1.4M +15,293 +698%
HH
165
Hilltop Holdings
Texas
$1.59M +$28.1K +307 +2%
ECM
166
Evergreen Capital Management
Washington
$1.58M -$3.16M -34,538 -67%
SPI
167
Santori & Peters Inc
Pennsylvania
$1.57M +$1.57M +17,207 New
B
168
Bailard
California
$1.56M +$346K +3,780 +28%
CA
169
Cetera Advisors
Colorado
$1.52M +$260K +2,847 +21%
VBFP
170
Valtinson Bruner Financial Planning
Minnesota
$1.51M -$627K -6,854 -29%
Creative Planning
171
Creative Planning
Kansas
$1.49M -$193K -2,111 -11%
HFS
172
Howard Financial Services
Texas
$1.48M -$258K -2,816 -15%
GIP
173
Greatmark Investment Partners
Georgia
$1.47M +$214K +2,340 +17%
MSAM
174
Moloney Securities Asset Management
Missouri
$1.46M +$176K +1,924 +14%
HW
175
Hedeker Wealth
Illinois
$1.44M +$48.1K +526 +3%

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.