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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
LRWA
101
Long Run Wealth Advisors
New York
$2.48M +$934K +9,409 +61%
GI
102
GAMMA Investing
California
$2.3M +$2.29M +23,050 New
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$2.24M -$649K -6,536 -22%
PA
104
Promethium Advisors
Maryland
$2.22M +$2.21M +22,274 New
CJ
105
Caitlin John
Michigan
$2.16M -$1.95M -19,602 -47%
Jane Street
106
Jane Street
New York
$2.13M -$2.87M -28,928 -58%
TC
107
TownSquare Capital
Utah
$2.12M +$151K +1,519 +8%
WCWM
108
Wooster Corthell Wealth Management
Connecticut
$2.01M +$490K +4,934 +32%
CIA
109
Concurrent Investment Advisors
Florida
$1.91M +$271K +2,734 +17%
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$1.9M -$448K -4,510 -19%
SSWM
111
Sheets Smith Wealth Management
North Carolina
$1.87M +$134K +1,350 +8%
CAL
112
Capital Advisors Ltd
Ohio
$1.85M +$189K +1,907 +11%
Stifel Financial
113
Stifel Financial
Missouri
$1.79M +$462K +4,650 +35%
Wealth Enhancement Advisory Services
114
Wealth Enhancement Advisory Services
Minnesota
$1.78M -$939K -9,455 -35%
PFG
115
Prosperity Financial Group
California
$1.77M -$168K -1,690 -9%
NWMG
116
National Wealth Management Group
Ohio
$1.71M +$1.71M +17,203 New
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$1.71M -$26.1K -263 -2%
PVI
118
Pine Valley Investments
New Jersey
$1.69M -$1.4M -14,069 -45%
SWA
119
Stratos Wealth Advisors
Ohio
$1.66M -$471K -4,742 -22%
PCM
120
Parsons Capital Management
Rhode Island
$1.61M -$86.9K -875 -5%
MA
121
MCF Advisors
Kentucky
$1.6M -$184K -1,855 -10%
EFS
122
Essex Financial Services
Connecticut
$1.59M +$144K +1,455 +10%
AAS
123
Avantax Advisory Services
Texas
$1.53M -$410K -4,131 -21%
PWH
124
Priebe Wealth Holdings
Minnesota
$1.46M +$346K +3,480 +31%
AQR Capital Management
125
AQR Capital Management
Connecticut
$1.42M +$1.42M +14,270 New

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.