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

380 hedge funds and large institutions have $10.2B invested in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in 2020 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 98 increasing their positions, 190 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.34% less ownership

Funds ownership: 72.74%72.4% (-0.34%)

6% less funds holding

Funds holding: 404380 (-24)

12% less capital invested

Capital invested by funds: $11.7B → $10.2B (-$1.43B)

29% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 70

39% less funds holding in top 10

Funds holding in top 10: 5131 (-20)

48% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 190

70% less call options, than puts

Call options by funds: $17M | Put options by funds: $56.3M

Holders
380
Holders Change
-24
Holders Change %
-5.94%
% of All Funds
7.67%
Holding in Top 10
31
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-39.22%
% of All Funds
0.63%
New
50
Increased
98
Reduced
190
Closed
70
Calls
$17M
Puts
$56.3M
Net Calls
-$39.3M
Net Calls Change
+$22.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$5.61B +$563M +6,149,638 +11%
Morgan Stanley
2
Morgan Stanley
New York
$666M -$72.1M -787,454 -10%
Ameriprise
3
Ameriprise
Minnesota
$656M -$193M -2,104,795 -23%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$382M +$52.5M +573,255 +16%
AssetMark Inc
5
AssetMark Inc
California
$200M -$276M -3,015,986 -58%
UBS Group
6
UBS Group
Switzerland
$178M -$80.3M -877,284 -31%
FWM
7
Frontier Wealth Management
Missouri
$164M +$6.18M +67,568 +4%
Wells Fargo
8
Wells Fargo
California
$117M -$83.7M -914,622 -42%
LPL Financial
9
LPL Financial
California
$112M -$31.6M -345,251 -22%
OAM
10
Oppenheimer Asset Management
New York
$110M -$7.05M -77,005 -6%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$103M +$70M +764,621 +214%
SEI Investments
12
SEI Investments
Pennsylvania
$100M +$9.72M +106,201 +11%
VAG
13
VisionPoint Advisory Group
Texas
$96M -$4.7M -51,365 -5%
SMM
14
Stadion Money Management
Georgia
$85.3M +$85.3M +932,303 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$71.1M -$173M -1,884,965 -71%
HSBC Holdings
16
HSBC Holdings
United Kingdom
$60.8M +$11.6M +126,597 +24%
RJA
17
Raymond James & Associates
Florida
$41.9M +$22.2M +242,579 +113%
QAM
18
Q3 Asset Management
Michigan
$41.2M +$41.2M +450,000 New
IA
19
IndexIQ Advisors
New York
$39.5M -$24M -261,830 -38%
SJIC
20
St. James Investment Company
Texas
$38.9M -$401K -4,380 -1%
JWM
21
Jackson Wealth Management
Florida
$36.3M -$24.9M -271,721 -41%
GI
22
Gradient Investments
Minnesota
$34.4M +$34.1M +372,846 +13,652%
UCFA
23
United Capital Financial Advisors
Texas
$34.3M -$49.6M -542,320 -59%
AA
24
Acorns Advisers
California
$31.7M +$1.05M +11,459 +3%
BS
25
Banco Santander
Spain
$31.4M -$9.38M -102,458 -23%

BIL Hedge Fund Activity: Q3 2020 in Review

380 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) for Q3 2020, worth a combined $10.2B — down 12% from $11.7B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of BIL and 50 opened new positions — a net loss of 20 holders — while 190 trimmed existing stakes and 98 added.

The largest buyer was Bank of America, adding an estimated $563M. The largest seller was Horizon Investments, exiting entirely with an estimated $374M sold.

  • 380 institutional investors held State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) as of Q3 2020, down from 404 in Q2 2020.
  • Funds reported $10.2B of State Street SPDR Bloomberg 1-3 Month T-Bill ETF stock for Q3 2020, down 12% quarter-over-quarter.
  • 50 funds opened new State Street SPDR Bloomberg 1-3 Month T-Bill ETF positions in Q3 2020 and 70 closed out, a net change of -20 holders.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF buyer in Q3 2020 was Bank of America, an estimated $563M added.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF seller in Q3 2020 was Horizon Investments, an estimated $374M sold.

Based on aggregated 13F filings for Q3 2020.