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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
AI
201
Atria Investments
North Carolina
$938K +$1.37K +15 +0.1%
GSC
202
G&S Capital
Colorado
$926K +$171K +1,867 +23%
PCM
203
Prelude Capital Management
New York
$914K +$915K +10,000 New
AC
204
AlphaCore Capital
California
$912K +$913K +9,978 New
KFGK
205
Keystone Financial Group (Kentucky)
Kentucky
$911K +$362K +3,951 +66%
AIS
206
American Investment Services
Massachusetts
$905K +$906K +9,902 New
APA
207
American Portfolios Advisors
New York
$901K -$177K -1,930 -16%
SAMC
208
Spectrum Asset Management (California)
California
$899K -$194K -2,115 -18%
PWPS
209
Pinnacle Wealth Planning Services
Ohio
$893K +$11K +120 +1%
PIN
210
Prudent Investors Network
California
$892K +$893K +9,758 New
GCAC
211
Guardian Capital Advisors (Canada)
Ontario, Canada
$881K -$194K -2,117 -18%
VVP
212
Venture Visionary Partners
Ohio
$881K +$882K +9,638 New
SSWM
213
Sheets Smith Wealth Management
North Carolina
$881K +$888K +9,703 New
PIM
214
Penobscot Investment Management
Massachusetts
$850K
SA
215
Sicart Associates
New York
$848K +$160K +1,750 +23%
CW
216
CreativeOne Wealth
Kansas
$845K +$57.6K +629 +7%
SWA
217
SFMG Wealth Advisors
Texas
$843K -$3.29K -36 -0.4%
CAAS
218
Capital Asset Advisory Services
Michigan
$843K +$844K +9,219 New
IF
219
IRON Financial
Illinois
$832K +$833K +9,104 New
IWC
220
Integrated Wealth Concepts
Massachusetts
$822K +$462K +5,054 +128%
LRPA
221
L. Roy Papp & Associates
Arizona
$820K -$18.3K -200 -2%
GTAM
222
Global Trust Asset Management
Florida
$807K -$4.85K -53 -0.6%
DAC
223
Dividend Assets Capital
South Carolina
$798K
MWA
224
Martel Wealth Advisors
Washington
$777K +$778K +8,502 New
SBIA
225
Sheaff Brock Investment Advisors
Indiana
$777K

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.