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State Street SPDR Bloomberg 3-12 Month T-Bill ETF

237 hedge funds and large institutions have $2.13B invested in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 105 increasing their positions, 89 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 89

12% more capital invested

Capital invested by funds: $1.9B → $2.13B (+$232M)

0.23% less ownership

Funds ownership: 67.33%67.1% (-0.23%)

3% less funds holding

Funds holding: 244237 (-7)

10% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 29

25% less funds holding in top 10

Funds holding in top 10: 2418 (-6)

Holders
237
Holders Change
-7
Holders Change %
-2.87%
% of All Funds
3.4%
Holding in Top 10
18
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-25%
% of All Funds
0.26%
New
26
Increased
105
Reduced
89
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NP
226
NorthRock Partners
Minnesota
$47.9K +$3.48K +35 +8%
RIA
227
Realta Investment Advisors
Delaware
$20.5K -$670K -6,746 -97%
CT
228
Colonial Trust
South Carolina
$19K
JFG
229
JDM Financial Group
Texas
$17.7K
HI
230
Harbour Investments
Wisconsin
$13.8K
1IA
231
1620 Investment Advisors
Massachusetts
$13.4K
HIA
232
Harbor Investment Advisory
Maryland
$10.3K +$10.2K +103 New
MDCM
233
Morgan Dempsey Capital Management
Wisconsin
$9.96K +$9.93K +100 New
HGERS
234
Householder Group Estate & Retirement Specialist
Arizona
$8K +$99 +1 +1%
AA
235
AlphaMark Advisors
Kentucky
$3K
CFD
236
Creative Financial Designs
Indiana
$2.52K
Fidelity Investments
237
Fidelity Investments
Massachusetts
$1.3K -$31.8K -320 -96%
EIP
238
Epoch Investment Partners
New York
-$20.4M -205,723 Closed
SFC
239
Strategic Financial Concepts
Texas
-$1.21K -120,012 Closed
RCS
240
Retirement Capital Strategies
California
-$2.6M -26,137 Closed
AFP
241
Alpha Financial Partners
Kentucky
-$2.57M -25,833 Closed
WEG
242
World Equity Group
Illinois
-$1.53M -15,418 Closed
BC
243
Belmont Capital
California
-$764K -7,687 Closed
AWA
244
Arete Wealth Advisors
Illinois
-$757K -7,616 Closed
FCM
245
Fairbanks Capital Management
California
-$694K -6,980 Closed
GIA
246
Gladstone Institutional Advisory
Florida
-$373K -3,753 Closed
BAM
247
Belpointe Asset Management
Nevada
-$303K -3,049 Closed
FCA
248
Fortis Capital Advisors
Kansas
-$303K -3,049 Closed
JSA
249
Jacobson & Schmitt Advisors
Wisconsin
-$277K -2,785 Closed
GS
250
GTS Securities
New York
-$270K -2,720 Closed

BILS Hedge Fund Activity: Q3 2024 in Review

237 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) for Q3 2024, worth a combined $2.13B — up 12% from $1.9B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of BILS and 26 opened new positions — a net loss of 3 holders — while 89 trimmed existing stakes and 105 added.

The largest buyer was Miller Investment Management, adding an estimated $77.2M. The largest seller was Epoch Investment Partners, exiting entirely with an estimated $20.4M sold.

  • 237 institutional investors held State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) as of Q3 2024, down from 244 in Q2 2024.
  • Funds reported $2.13B of State Street SPDR Bloomberg 3-12 Month T-Bill ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 26 funds opened new State Street SPDR Bloomberg 3-12 Month T-Bill ETF positions in Q3 2024 and 29 closed out, a net change of -3 holders.
  • The largest State Street SPDR Bloomberg 3-12 Month T-Bill ETF buyer in Q3 2024 was Miller Investment Management, an estimated $77.2M added.
  • The largest State Street SPDR Bloomberg 3-12 Month T-Bill ETF seller in Q3 2024 was Epoch Investment Partners, an estimated $20.4M sold.

Based on aggregated 13F filings for Q3 2024.