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

104 hedge funds and large institutions have $864M invested in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in 2017 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 24 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 16

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

27% more funds holding

Funds holding: 82104 (+22)

24.05% more ownership

Funds ownership: 24.1%48.15% (+24%)

1% more capital invested

Capital invested by funds: $854M → $864M (+$10.5M)

37% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 38

Holders
104
Holders Change
+22
Holders Change %
+26.83%
% of All Funds
2.36%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.23%
New
38
Increased
24
Reduced
38
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$102M +$13.6M +148,592 +15%
UBS Group
2
UBS Group
Switzerland
$96.5M -$7.16M -78,342 -7%
Bank of America
3
Bank of America
North Carolina
$78.3M -$4.52M -49,400 -5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$68.6M +$1.91M +20,889 +3%
Ameriprise
5
Ameriprise
Minnesota
$66.3M -$20.7M -226,459 -24%
KI
6
Koch Industries
Kansas
$58M +$58M +634,500 New
FIM
7
Freedom Investment Management
Connecticut
$36.4M +$3.56M +38,963 +11%
Wells Fargo
8
Wells Fargo
California
$32M -$1.81M -19,821 -5%
JCM
9
Jacobi Capital Management
Pennsylvania
$28M -$64.4K -704 -0.2%
IA
10
IndexIQ Advisors
New York
$23.7M -$1.5M -16,364 -6%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$20.3M +$2.91M +31,820 +17%
MM
12
Main Management
California
$19.3M +$189K +2,068 +1%
SEI Investments
13
SEI Investments
Pennsylvania
$18.1M -$15.4M -168,074 -46%
UCFA
14
United Capital Financial Advisors
Texas
$18.1M +$2.23M +24,380 +14%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$15M -$4.48M -48,998 -23%
State Street
16
State Street
Massachusetts
$14.8M +$12.2M +133,461 +476%
SC
17
Scotia Capital
Ontario, Canada
$14.6M +$162K +1,775 +1%
PWAG
18
Polaris Wealth Advisory Group
California
$11.9M +$11.9M +130,183 New
AC
19
AFAM Capital
Texas
$11.3M
BFG
20
Beacon Financial Group
Texas
$11.3M +$11.3M +123,343 New
MMEA
21
Main Management ETF Advisors
California
$11.2M +$11.2M +122,500 New
RJA
22
Raymond James & Associates
Florida
$8.19M +$5.2M +56,854 +174%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$6.47M +$653K +7,142 +11%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$6.45M -$2.67M -29,153 -29%
MNG
25
Manning & Napier Group
New York
$5.78M