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

1,040 hedge funds and large institutions have $18.8B invested in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in 2024 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 403 increasing their positions, 431 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 93

1% more funds holding

Funds holding: 1,0271,040 (+13)

2% more capital invested

Capital invested by funds: $18.5B → $18.8B (+$312M)

6% less repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 431

5% less funds holding in top 10

Funds holding in top 10: 166158 (-8)

5.59% less ownership

Funds ownership: 60.8%55.2% (-5.6%)

22% less call options, than puts

Call options by funds: $1.95M | Put options by funds: $2.51M

Holders
1,040
Holders Change
+13
Holders Change %
+1.27%
% of All Funds
14.93%
Holding in Top 10
158
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-4.82%
% of All Funds
2.27%
New
121
Increased
403
Reduced
431
Closed
93
Calls
$1.95M
Puts
$2.51M
Net Calls
-$560K
Net Calls Change
+$945K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.72B +$146M +1,594,314 +9%
Bank of America
2
Bank of America
North Carolina
$1.48B -$14.2M -155,165 -1%
LPL Financial
3
LPL Financial
California
$971M +$55.6M +606,775 +6%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$764M +$700M +7,641,109 +1,076%
UBS Group
5
UBS Group
Switzerland
$581M -$49.9M -544,585 -8%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$521M -$172M -1,874,667 -25%
Wells Fargo
7
Wells Fargo
California
$520M -$10.1M -110,613 -2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$492M +$22.5M +245,752 +5%
Truist Financial
9
Truist Financial
North Carolina
$486M +$6.77M +73,887 +1%
Stifel Financial
10
Stifel Financial
Missouri
$433M +$22.7M +248,226 +6%
CWP
11
Capital Wealth Planning
Florida
$347M -$192M -2,097,964 -36%
Capital International Investors
12
Capital International Investors
California
$310M +$32.4M +353,841 +12%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$302M -$43M -468,784 -12%
Osaic Holdings
14
Osaic Holdings
Arizona
$259M -$264K -2,878 -0.1%
PCIG
15
Partners Capital Investment Group
Massachusetts
$214M +$61.7M +673,715 +41%
BCMIO
16
Beacon Capital Management Inc (Ohio)
Ohio
$192M -$12M -130,949 -6%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$188M -$101M -1,104,851 -35%
OAM
18
Oppenheimer Asset Management
New York
$175M -$4.75M -51,858 -3%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$171M +$2.28M +24,900 +1%
BBVA
20
Banco Bilbao Vizcaya Argentaria
Spain
$171M -$26.1M -284,802 -13%
Ameriprise
21
Ameriprise
Minnesota
$163M -$18.3M -199,466 -10%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$123M -$12.4M -135,450 -9%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$114M +$5.92M +64,648 +6%
HCM
24
Howard Capital Management
Georgia
$109M -$28.9M -315,795 -21%
SCP
25
Sandhill Capital Partners
New York
$108M +$25.2M +275,414 +31%

BIL Hedge Fund Activity: Q3 2024 in Review

1,040 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) for Q3 2024, worth a combined $18.8B — up 1.7% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new BIL positions and 93 closed out — a net gain of 28 holders — while 403 added to existing stakes and 431 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $700M. The largest seller was Strategic Financial Concepts, cutting an estimated $1.43B.

  • 1,040 institutional investors held State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) as of Q3 2024, up from 1,027 in Q2 2024.
  • Funds reported $18.8B of State Street SPDR Bloomberg 1-3 Month T-Bill ETF stock for Q3 2024, up 1.7% quarter-over-quarter.
  • 121 funds opened new State Street SPDR Bloomberg 1-3 Month T-Bill ETF positions in Q3 2024 and 93 closed out, a net change of +28 holders.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF buyer in Q3 2024 was Mercer Global Advisors, an estimated $700M added.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $1.43B sold.

Based on aggregated 13F filings for Q3 2024.