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State Street SPDR Bloomberg 1-3 Month T-Bill ETF

70 hedge funds and large institutions have $829M invested in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in 2014 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

73% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 15

56% more capital invested

Capital invested by funds: $531M → $829M (+$298M)

17% more funds holding

Funds holding: 6070 (+10)

5.87% more ownership

Funds ownership: 28.08%33.95% (+5.9%)

Holders
70
Holders Change
+10
Holders Change %
+16.67%
% of All Funds
1.87%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
23
Increased
26
Reduced
15
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$132M +$7.74M +84,608 +6%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$108M +$83.3M +910,703 +341%
UCFA
3
United Capital Financial Advisors
Texas
$94.6M +$84.9M +928,495 +879%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$93.8M +$84.9M +928,455 +962%
FM
5
Forward Management
California
$84.9M -$29.7M -324,113 -26%
Bank of America
6
Bank of America
North Carolina
$38.3M +$3.61M +39,411 +10%
UBS Group
7
UBS Group
Switzerland
$36.2M +$36.2M +395,773 New
MAA
8
Managed Account Advisors
New Jersey
$32.5M +$1.7M +18,620 +6%
BWM
9
Biltmore Wealth Management
Arizona
$24.9M +$24.9M +272,636 New
Wells Fargo
10
Wells Fargo
California
$22.8M +$4.41M +48,235 +24%
Goldman Sachs
11
Goldman Sachs
New York
$15.9M +$5.12M +55,961 +48%
IA
12
IndexIQ Advisors
New York
$14.9M -$1.21M -13,224 -8%
PSW
13
Portfolio Strategies (Washington)
Washington
$14.6M +$14.6M +159,278 New
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$11.1M +$11.1M +121,210 +23,907%
BNP Paribas Financial Markets
15
BNP Paribas Financial Markets
France
$10.6M -$1.03M -11,223 -9%
FIM
16
Freedom Investment Management
Connecticut
$8.54M -$5.83M -63,674 -41%
AssetMark Inc
17
AssetMark Inc
California
$6.63M +$942K +10,294 +17%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$5.9M -$1.17M -12,750 -17%
B
19
Baird
Wisconsin
$5.79M +$95.9K +1,048 +2%
HighTower Advisors
20
HighTower Advisors
Illinois
$5.5M +$754K +8,246 +16%
BPBT
21
Boston Private Bank & Trust
Massachusetts
$4.87M +$4.87M +53,195 New
Fidelity International
22
Fidelity International
Bermuda
$4.86M +$4.86M +53,142 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$4M +$4M +43,678 New
Ameriprise
24
Ameriprise
Minnesota
$3.86M +$2.47M +27,040 +179%
LPL Financial
25
LPL Financial
California
$3.77M +$769K +8,403 +26%