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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
HFW
51
Horizon Family Wealth
Illinois
$8.33M +$2.14M +21,585 +35%
AC
52
Anson Capital
Georgia
$7.84M +$2.16M +21,794 +38%
MML Investors Services
53
MML Investors Services
Massachusetts
$7.6M +$1.07M +10,798 +16%
BWM
54
Birchcreek Wealth Management
Ohio
$7.54M +$7.52M +75,698 New
Cerity Partners
55
Cerity Partners
New York
$6.9M +$402K +4,047 +6%
EH
56
Equitable Holdings
New York
$6.75M +$284K +2,861 +4%
RPCA
57
Running Point Capital Advisors
California
$6.61M +$2.87M +28,922 +77%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$6.59M +$1.9M +19,148 +41%
CCA
59
Carrera Capital Advisors
Michigan
$6.58M -$200K -2,014 -3%
NWM
60
Napa Wealth Management
California
$6.3M +$1.49M +15,018 +31%
EWA
61
EP Wealth Advisors
California
$6.16M +$742K +7,468 +14%
RJA
62
Raymond James & Associates
Florida
$6.1M -$2.41M -24,280 -28%
FTUS
63
Flow Traders U.S.
New York
$5.86M +$5.84M +58,820 New
PAG
64
Private Advisor Group
New Jersey
$5.8M -$1M -10,115 -15%
HPC
65
HM Payson & Co
Maine
$5.7M -$425K -4,278 -7%
IFG
66
Independent Financial Group
California
$5.63M +$1.16M +11,732 +26%
QCG
67
Quadrant Capital Group
Ohio
$5.51M -$74.7K -752 -1%
RJFSA
68
Raymond James Financial Services Advisors
Florida
$5.43M +$2.22M +22,370 +70%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$5.21M +$5.19M +52,290 New
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$5.06M +$402K +4,052 +9%
DJSG
71
D.J. St. Germain
Massachusetts
$4.86M -$38.3K -386 -0.8%
KC
72
Kingfisher Capital
North Carolina
$4.7M -$376K -3,782 -7%
Goldman Sachs
73
Goldman Sachs
New York
$4.64M +$4.62M +46,579 New
CA
74
CoreCap Advisors
Michigan
$4.62M -$26.2K -264 -0.6%
IA
75
IFP Advisors
Florida
$4.54M -$1.06M -10,666 -19%

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.