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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
OIA
176
OneDigital Investment Advisors
Kansas
$1.43M +$1.43M +15,590 New
FAIM
177
Financial Advocates Investment Management
Washington
$1.42M +$1.42M +15,538 New
RFN
178
RDA Financial Network
Iowa
$1.41M -$622K -6,800 -31%
CHAM
179
Clear Harbor Asset Management
Connecticut
$1.41M +$1.41M +15,371 New
JCM
180
Janney Capital Management
Pennsylvania
$1.4M +$1.15M +12,581 +457%
CS
181
Comerica Securities
Michigan
$1.39M -$1.71M -18,707 -55%
CAN
182
Cetera Advisor Networks
California
$1.37M +$121K +1,320 +10%
SPIA
183
Steward Partners Investment Advisory
New York
$1.35M +$627K +6,850 +87%
PP
184
PagnatoKarp Partners
Virginia
$1.29M +$350K +3,825 +37%
WLIM
185
White Lighthouse Investment Management
Massachusetts
$1.24M +$1.24M +13,600 New
PWM
186
Paulson Wealth Management
Illinois
$1.24M -$912K -9,967 -42%
SKK
187
Shepherd Kaplan Krochuk
Massachusetts
$1.23M +$759K +8,294 +163%
US Bancorp
188
US Bancorp
Minnesota
$1.19M +$282K +3,081 +31%
TSS
189
Two Sigma Securities
New York
$1.18M -$1.63M -17,805 -58%
1IA
190
1834 Investment Advisors
Wisconsin
$1.18M
WI
191
Wintrust Investments
Illinois
$1.17M -$27.6K -302 -2%
HFAS
192
Hummer Financial Advisory Services
Illinois
$1.16M +$1.16M +12,710 New
NAS
193
Nicolet Advisory Services
Wisconsin
$1.15M +$73.5K +803 +7%
GRP
194
Global Retirement Partners
California
$1.13M +$235K +2,570 +26%
EWM
195
Elmwood Wealth Management
California
$1.09M +$823K +9,000 +308%
PCP
196
Proficio Capital Partners
Massachusetts
$1.02M +$664K +7,260 +187%
TJHA
197
Thomas J. Herzfeld Advisors
Florida
$998K
BSWM
198
Boston Standard Wealth Management
Massachusetts
$988K +$989K +10,810 New
LFAS
199
Level Four Advisory Services
Texas
$971K +$971K +10,617 New
WP
200
WealthSource Partners
California
$955K -$351K -3,834 -27%

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.