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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
SWP
26
Stratos Wealth Partners
Ohio
$16.6M +$11.6M +117,236 +236%
FGA
27
Fortis Group Advisors
New Jersey
$16.4M -$1.71M -17,222 -9%
PAM
28
Peak Asset Management
Colorado
$16.1M +$1.47M +14,831 +10%
CastleKeep Investment Advisors
29
CastleKeep Investment Advisors
Connecticut
$16.1M -$921K -9,280 -5%
WPW
30
Waldron Private Wealth
Pennsylvania
$15.6M -$1.26M -12,739 -8%
AAG
31
Armstrong Advisory Group
Massachusetts
$15M +$15M +150,678 New
Truist Financial
32
Truist Financial
North Carolina
$14.2M +$5.34M +53,814 +61%
DWA
33
Delos Wealth Advisors
Texas
$12.5M +$204K +2,053 +2%
FAIM
34
Financial Advocates Investment Management
Washington
$11.8M +$1.77M +17,854 +18%
TCFP
35
Treasure Coast Financial Planning
Florida
$11.5M +$332K +3,344 +3%
PGA
36
Portland Global Advisors
Maine
$11.1M +$549K +5,532 +5%
ODIJL
37
One Day In July LLC
Vermont
$10.7M +$2.54M +25,543 +31%
BCMIO
38
Beacon Capital Management Inc (Ohio)
Ohio
$10.5M +$88.6K +892 +0.9%
AFG
39
Altiora Financial Group
Ohio
$10.4M -$5.15M -51,856 -33%
TCWM
40
Total Clarity Wealth Management
Illinois
$9.83M +$4.96M +49,918 +102%
AWM
41
Austin Wealth Management
Texas
$9.56M -$170K -1,713 -2%
IWM
42
Iams Wealth Management
Nebraska
$9.44M -$918K -9,242 -9%
NA
43
NewEdge Advisors
Louisiana
$9.41M -$574K -5,782 -6%
PA
44
Parallel Advisors
California
$9.33M +$6.58M +66,256 +242%
Morgan Stanley
45
Morgan Stanley
New York
$9.28M -$2.6M -26,207 -22%
CF
46
Convergence Financial
Missouri
$9.16M +$539K +5,427 +6%
CIA
47
Choate Investment Advisors
Massachusetts
$9.09M -$3.1M -31,240 -25%
SWP
48
Strategic Wealth Partners
Ohio
$8.96M -$581K -5,851 -6%
KAS
49
Kestra Advisory Services
Texas
$8.65M +$112K +1,123 +1%
HighTower Advisors
50
HighTower Advisors
Illinois
$8.34M +$7.63M +76,886 +1,086%

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.