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

434 hedge funds and large institutions have $15B invested in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in 2020 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 170 increasing their positions, 124 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more capital invested

Capital invested by funds: $5.13B → $15B (+$9.88B)

163% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 43

49% more funds holding in top 10

Funds holding in top 10: 5379 (+26)

37% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 124

26.11% more ownership

Funds ownership: 56.92%83.04% (+26%)

17% more funds holding

Funds holding: 370434 (+64)

82% less call options, than puts

Call options by funds: $13.6M | Put options by funds: $74.2M

Holders
434
Holders Change
+64
Holders Change %
+17.3%
% of All Funds
9.56%
Holding in Top 10
79
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+49.06%
% of All Funds
1.74%
New
113
Increased
170
Reduced
124
Closed
43
Calls
$13.6M
Puts
$74.2M
Net Calls
-$60.6M
Net Calls Change
-$46.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$4.56B +$4.24B +46,336,288 +1,358%
HI
2
Horizon Investments
North Carolina
$964M +$964M +10,527,127 New
Ameriprise
3
Ameriprise
Minnesota
$954M +$919M +10,042,854 +1,483%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$893M +$802M +8,762,928 +894%
SW
5
SVB Wealth
Massachusetts
$767M +$4.07M +44,493 +0.5%
PI
6
PFS Investments
Georgia
$679M +$679M +7,413,390 New
Morgan Stanley
7
Morgan Stanley
New York
$605M +$225M +2,454,924 +59%
AssetMark Inc
8
AssetMark Inc
California
$391M +$306M +3,345,619 +364%
UBS Group
9
UBS Group
Switzerland
$351M +$112M +1,222,013 +47%
FM
10
Forward Management
California
$345M +$253M +2,759,283 +275%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$268M +$25.9M +283,350 +11%
UCFA
12
United Capital Financial Advisors
Texas
$209M +$196M +2,145,237 +1,570%
Wells Fargo
13
Wells Fargo
California
$178M +$93.3M +1,019,788 +110%
Osaic Holdings
14
Osaic Holdings
Arizona
$169M +$169M +1,849,225 New
SEI Investments
15
SEI Investments
Pennsylvania
$142M +$21.1M +230,398 +18%
FFS
16
Founders Financial Securities
Maryland
$131M +$131M +1,428,908 New
DF
17
Donoghue Forlines
Massachusetts
$128M +$121M +1,317,770 +1,649%
LPL Financial
18
LPL Financial
California
$114M +$96.1M +1,050,234 +530%
IA
19
IndexIQ Advisors
New York
$112M +$10.8M +118,116 +11%
CF
20
Copperwynd Financial
Arizona
$112M +$108M +1,178,245 +2,910%
OAM
21
Oppenheimer Asset Management
New York
$103M -$11.9M -130,412 -10%
HHGA
22
Halbert Hargrove Global Advisors
California
$94.1M +$94M +1,026,971 New
JWM
23
Jackson Wealth Management
Florida
$85.7M +$54.3M +593,569 +173%
PFG
24
Piershale Financial Group
Illinois
$81M +$81M +884,396 New
HCM
25
Howard Capital Management
Georgia
$77.3M +$77.3M +844,342 New

BIL Hedge Fund Activity: Q1 2020 in Review

434 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) for Q1 2020, worth a combined $15B — up 193% from $5.13B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new BIL positions and 43 closed out — a net gain of 70 holders — while 170 added to existing stakes and 124 trimmed.

The largest buyer was Bank of America, adding an estimated $4.24B. The largest seller was St. James Investment Company, cutting an estimated $103M.

  • 434 institutional investors held State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) as of Q1 2020, up from 370 in Q4 2019.
  • Funds reported $15B of State Street SPDR Bloomberg 1-3 Month T-Bill ETF stock for Q1 2020, up 193% quarter-over-quarter.
  • 113 funds opened new State Street SPDR Bloomberg 1-3 Month T-Bill ETF positions in Q1 2020 and 43 closed out, a net change of +70 holders.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF buyer in Q1 2020 was Bank of America, an estimated $4.24B added.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF seller in Q1 2020 was St. James Investment Company, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2020.