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

140 hedge funds and large institutions have $1.99B invested in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in 2018 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 48 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 14

130% more capital invested

Capital invested by funds: $864M → $1.99B (+$1.13B)

71% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 28

60% more funds holding in top 10

Funds holding in top 10: 1016 (+6)

35% more funds holding

Funds holding: 104140 (+36)

20.16% more ownership

Funds ownership: 48.15%68.31% (+20%)

Holders
140
Holders Change
+36
Holders Change %
+34.62%
% of All Funds
3.21%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.37%
New
52
Increased
48
Reduced
28
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$360M +$293M +3,207,125 +442%
SMM
2
Stadion Money Management
Georgia
$242M +$242M +2,641,657 New
AII
3
AGF Investments Inc
Ontario, Canada
$203M +$202M +2,212,565 +27,730%
Bank of America
4
Bank of America
North Carolina
$150M +$72M +786,821 +92%
Morgan Stanley
5
Morgan Stanley
New York
$139M +$37M +405,022 +36%
UBS Group
6
UBS Group
Switzerland
$92.8M -$3.85M -42,102 -4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$90.3M +$21.5M +234,941 +31%
Citigroup
8
Citigroup
New York
$75.7M +$72.9M +797,210 +2,714%
PFG
9
Piershale Financial Group
Illinois
$64.8M +$64.9M +709,088 New
AssetMark Inc
10
AssetMark Inc
California
$54.4M +$53.5M +585,205 +6,284%
SEI Investments
11
SEI Investments
Pennsylvania
$44.4M +$26.2M +286,771 +145%
Wells Fargo
12
Wells Fargo
California
$41.1M +$9.03M +98,756 +28%
FIM
13
Freedom Investment Management
Connecticut
$37.3M +$778K +8,502 +2%
IA
14
IndexIQ Advisors
New York
$33.9M +$10.2M +111,641 +43%
JCM
15
Jacobi Capital Management
Pennsylvania
$28M +$21.6K +236 +0.1%
UCFA
16
United Capital Financial Advisors
Texas
$27.9M +$9.83M +107,424 +54%
State Street
17
State Street
Massachusetts
$26.2M +$11.5M +125,221 +78%
MM
18
Main Management
California
$21.4M +$2M +21,830 +10%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$16.1M +$1.03M +11,310 +7%
BFG
20
Beacon Financial Group
Texas
$13.9M +$2.56M +28,003 +23%
MMEA
21
Main Management ETF Advisors
California
$13.4M +$2.18M +23,800 +19%
SC
22
Scotia Capital
Ontario, Canada
$13.3M -$1.3M -14,162 -9%
PWAG
23
Polaris Wealth Advisory Group
California
$12.7M +$792K +8,662 +7%
PAMU
24
Pictet Asset Management (UK)
United Kingdom
$11.3M +$11.3M +123,442 New
Jane Street
25
Jane Street
New York
$9.91M +$7.06M +77,177 +249%

BIL Hedge Fund Activity: Q1 2018 in Review

140 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) for Q1 2018, worth a combined $1.99B — up 130% from $864M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new BIL positions and 14 closed out — a net gain of 38 holders — while 48 added to existing stakes and 28 trimmed.

The largest buyer was Ameriprise, adding an estimated $293M. The largest seller was Koch Industries, exiting entirely with an estimated $58M sold.

  • 140 institutional investors held State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) as of Q1 2018, up from 104 in Q4 2017.
  • Funds reported $1.99B of State Street SPDR Bloomberg 1-3 Month T-Bill ETF stock for Q1 2018, up 130% quarter-over-quarter.
  • 52 funds opened new State Street SPDR Bloomberg 1-3 Month T-Bill ETF positions in Q1 2018 and 14 closed out, a net change of +38 holders.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF buyer in Q1 2018 was Ameriprise, an estimated $293M added.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF seller in Q1 2018 was Koch Industries, an estimated $58M sold.

Based on aggregated 13F filings for Q1 2018.