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

94 hedge funds and large institutions have $1.14B invested in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in 2017 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 36 increasing their positions, 23 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 16

57% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 23

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

18% more funds holding

Funds holding: 8094 (+14)

14% more capital invested

Capital invested by funds: $1B → $1.14B (+$140M)

0.58% less ownership

Funds ownership: 31.94%31.35% (-0.58%)

Holders
94
Holders Change
+14
Holders Change %
+17.5%
% of All Funds
2.34%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
31
Increased
36
Reduced
23
Closed
16
Calls
$157M
Puts
Net Calls
+$157M
Net Calls Change
+$157M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$107M -$12.7M -138,802 -11%
FM
2
Forward Management
California
$107M +$23.5M +256,569 +28%
UBS Group
3
UBS Group
Switzerland
$91.9M -$21.1M -231,104 -19%
Bank of America
4
Bank of America
North Carolina
$88.3M +$12.4M +135,406 +16%
Wells Fargo
5
Wells Fargo
California
$73.8M +$8.07M +88,263 +12%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$69.3M +$34.8M +380,333 +101%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$63.6M +$7.88M +86,135 +14%
Ameriprise
8
Ameriprise
Minnesota
$58.5M -$5.57M -60,903 -9%
UCFA
9
United Capital Financial Advisors
Texas
$56.4M +$24.9M +272,083 +79%
State Street
10
State Street
Massachusetts
$43.4M +$7.04M +76,986 +19%
BWM
11
Biltmore Wealth Management
Arizona
$27.5M -$18.7M -204,539 -40%
JCM
12
Jacobi Capital Management
Pennsylvania
$25.5M +$5.24M +57,297 +26%
FIM
13
Freedom Investment Management
Connecticut
$24.9M -$5.34M -58,444 -18%
BB
14
Bell Bank
North Dakota
$24.7M +$24.7M +270,040 New
IA
15
IndexIQ Advisors
New York
$21.5M -$8.38M -91,638 -28%
PP
16
PagnatoKarp Partners
Virginia
$21.2M -$7.08M -77,451 -25%
SEI Investments
17
SEI Investments
Pennsylvania
$20.7M -$1.33M -14,578 -6%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$19.2M +$19.1M +208,886 +24,575%
PFG
19
Piershale Financial Group
Illinois
$16M +$16M +175,286 New
Baird Financial Group
20
Baird Financial Group
Wisconsin
$15.5M +$311K +3,402 +2%
UAS
21
United Asset Strategies
New York
$15.1M +$1.05M +11,452 +7%
SC
22
Scotia Capital
Ontario, Canada
$14.2M +$1.99M +21,720 +16%
Goldman Sachs
23
Goldman Sachs
New York
$13.9M +$1.01M +11,000 +8%
PSW
24
Portfolio Strategies (Washington)
Washington
$10.6M +$8.37M +91,599 +381%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$8.01M +$3.17M +34,713 +66%

BIL Hedge Fund Activity: Q1 2017 in Review

94 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) for Q1 2017, worth a combined $1.14B — up 14% from $1B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new BIL positions and 16 closed out — a net gain of 15 holders — while 36 added to existing stakes and 23 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $34.8M. The largest seller was UBS Group, cutting an estimated $21.1M.

  • 94 institutional investors held State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) as of Q1 2017, up from 80 in Q4 2016.
  • Funds reported $1.14B of State Street SPDR Bloomberg 1-3 Month T-Bill ETF stock for Q1 2017, up 14% quarter-over-quarter.
  • 31 funds opened new State Street SPDR Bloomberg 1-3 Month T-Bill ETF positions in Q1 2017 and 16 closed out, a net change of +15 holders.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF buyer in Q1 2017 was Envestnet Asset Management, an estimated $34.8M added.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF seller in Q1 2017 was UBS Group, an estimated $21.1M sold.

Based on aggregated 13F filings for Q1 2017.