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

397 hedge funds and large institutions have $9.22B invested in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in 2020 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 86 increasing their positions, 169 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 60

4% more funds holding

Funds holding: 380397 (+17)

0.19% less ownership

Funds ownership: 72.4%72.21% (-0.19%)

10% less capital invested

Capital invested by funds: $10.2B → $9.22B (-$1.01B)

15% less call options, than puts

Call options by funds: $14.7M | Put options by funds: $17.4M

23% less funds holding in top 10

Funds holding in top 10: 3124 (-7)

49% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 169

Holders
397
Holders Change
+17
Holders Change %
+4.47%
% of All Funds
7.03%
Holding in Top 10
24
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-22.58%
% of All Funds
0.42%
New
86
Increased
86
Reduced
169
Closed
60
Calls
$14.7M
Puts
$17.4M
Net Calls
-$2.69M
Net Calls Change
+$36.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$5.76B +$158M +1,726,370 +3%
Morgan Stanley
2
Morgan Stanley
New York
$609M -$57.2M -624,821 -9%
Ameriprise
3
Ameriprise
Minnesota
$327M -$330M -3,608,986 -50%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$299M -$83M -907,163 -22%
FWM
5
Frontier Wealth Management
Missouri
$157M -$7.05M -77,037 -4%
UBS Group
6
UBS Group
Switzerland
$147M -$31.1M -340,145 -17%
OAM
7
Oppenheimer Asset Management
New York
$111M +$1.02M +11,113 +0.9%
SEI Investments
8
SEI Investments
Pennsylvania
$108M +$7.4M +80,856 +7%
Wells Fargo
9
Wells Fargo
California
$107M -$10M -109,406 -9%
CC
10
Covalis Capital
United Kingdom
$104M +$104M +1,133,618 New
HSBC Holdings
11
HSBC Holdings
United Kingdom
$76.2M +$15.4M +168,335 +25%
LPL Financial
12
LPL Financial
California
$65.8M -$46.6M -508,623 -41%
QAM
13
Q3 Asset Management
Michigan
$41.2M +$732 +8 +0%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$40.1M -$30.9M -337,860 -44%
JWM
15
Jackson Wealth Management
Florida
$38.9M +$2.6M +28,385 +7%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$37.5M -$65.1M -711,751 -63%
RJA
17
Raymond James & Associates
Florida
$36.7M -$5.19M -56,740 -12%
GI
18
Gradient Investments
Minnesota
$34.4M
PA
19
Paragon Advisors
Texas
$33.1M +$8.53M +93,155 +35%
SJIC
20
St. James Investment Company
Texas
$32.5M -$6.47M -70,687 -17%
AA
21
Acorns Advisers
California
$30.5M -$1.23M -13,441 -4%
PAG
22
Private Advisor Group
New Jersey
$30.4M +$248K +2,713 +0.8%
TC
23
Trilogy Capital
California
$30.3M +$2.93M +32,015 +11%
BS
24
Banco Santander
Spain
$29.4M -$2.04M -22,304 -6%
HighTower Advisors
25
HighTower Advisors
Illinois
$27.2M -$660K -7,208 -2%

BIL Hedge Fund Activity: Q4 2020 in Review

397 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) for Q4 2020, worth a combined $9.22B — down 9.8% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new BIL positions and 60 closed out — a net gain of 26 holders — while 86 added to existing stakes and 169 trimmed.

The largest buyer was Bank of America, adding an estimated $158M. The largest seller was Ameriprise, cutting an estimated $330M.

  • 397 institutional investors held State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) as of Q4 2020, up from 380 in Q3 2020.
  • Funds reported $9.22B of State Street SPDR Bloomberg 1-3 Month T-Bill ETF stock for Q4 2020, down 9.8% quarter-over-quarter.
  • 86 funds opened new State Street SPDR Bloomberg 1-3 Month T-Bill ETF positions in Q4 2020 and 60 closed out, a net change of +26 holders.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF buyer in Q4 2020 was Bank of America, an estimated $158M added.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF seller in Q4 2020 was Ameriprise, an estimated $330M sold.

Based on aggregated 13F filings for Q4 2020.