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

87 hedge funds and large institutions have $966M invested in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

2.12% less ownership

Funds ownership: 31.35%29.24% (-2.1%)

7% less funds holding

Funds holding: 9487 (-7)

16% less capital invested

Capital invested by funds: $1.14B → $966M (-$178M)

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

43% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 42

Holders
87
Holders Change
-7
Holders Change %
-7.45%
% of All Funds
2.17%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
13
Increased
24
Reduced
42
Closed
19
Calls
$44K
Puts
Net Calls
+$44K
Net Calls Change
-$157M
Name Holding Trade Value Shares
Change
Change in
Stake
FM
1
Forward Management
California
$125M +$17.8M +195,214 +17%
UBS Group
2
UBS Group
Switzerland
$91.8M -$141K -1,544 -0.2%
Morgan Stanley
3
Morgan Stanley
New York
$88.8M -$18M -197,392 -17%
Bank of America
4
Bank of America
North Carolina
$76.1M -$12.2M -133,735 -14%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$63.9M +$246K +2,688 +0.4%
Ameriprise
6
Ameriprise
Minnesota
$42.3M -$16.3M -177,964 -28%
Wells Fargo
7
Wells Fargo
California
$40M -$33.8M -370,128 -46%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$31.8M -$37.5M -409,962 -54%
UCFA
9
United Capital Financial Advisors
Texas
$29.7M -$26.7M -291,582 -47%
FIM
10
Freedom Investment Management
Connecticut
$28.9M +$3.96M +43,354 +16%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$28.8M +$9.61M +105,109 +50%
Goldman Sachs
12
Goldman Sachs
New York
$27.7M +$13.8M +150,663 +99%
JCM
13
Jacobi Capital Management
Pennsylvania
$27M +$1.5M +16,356 +6%
BB
14
Bell Bank
North Dakota
$25.2M +$457K +5,001 +2%
SEI Investments
15
SEI Investments
Pennsylvania
$24.8M +$4.1M +44,863 +20%
AssetMark Inc
16
AssetMark Inc
California
$23.1M +$21.1M +231,302 +1,071%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$19M +$3.42M +37,361 +22%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$17.6M +$14.2M +155,629 +423%
PP
19
PagnatoKarp Partners
Virginia
$16.8M -$4.41M -48,220 -21%
PFG
20
Piershale Financial Group
Illinois
$16M
SC
21
Scotia Capital
Ontario, Canada
$15M +$808K +8,832 +6%
UAS
22
United Asset Strategies
New York
$13.5M -$1.59M -17,358 -11%
State Street
23
State Street
Massachusetts
$10.8M -$32.6M -356,538 -75%
IA
24
IndexIQ Advisors
New York
$7.77M -$13.7M -150,085 -64%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$7.21M -$800K -8,751 -10%