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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
KPWS
126
Kestra Private Wealth Services
Texas
$1.38M -$216K -2,174 -14%
AA
127
Alesco Advisors
New York
$1.37M -$131K -1,315 -9%
WWM
128
Western Wealth Management
Colorado
$1.37M +$427K +4,304 +46%
PCA
129
Prosperity Capital Advisors
Ohio
$1.35M +$919K +9,260 +215%
PFS
130
Prospera Financial Services
Texas
$1.33M -$1.03M -10,370 -44%
VA
131
Valmark Advisers
Ohio
$1.27M +$484K +4,870 +61%
CCFM
132
Clear Creek Financial Management
Washington
$1.26M +$171K +1,726 +16%
KBFS
133
Kohmann Bosshard Financial Services
Ohio
$1.21M -$189K -1,906 -14%
BTI
134
Blue Trust Inc
Georgia
$1.2M -$7.55M -76,015 -86%
PTC
135
Private Trust Company
Ohio
$1.11M +$480K +4,838 +76%
KFGK
136
Keystone Financial Group (Kentucky)
Kentucky
$1.08M +$1.07M +10,806 New
DWM
137
Dakota Wealth Management
Florida
$1.05M -$190K -1,912 -15%
FLPIM
138
F.L. Putnam Investment Management
Massachusetts
$973K -$117K -1,178 -11%
DCM
139
DGS Capital Management
New Jersey
$971K +$96.4K +971 +11%
LIA
140
Lynx Investment Advisory
District of Columbia
$969K +$11.8K +119 +1%
VFA
141
Values First Advisors
Tennessee
$959K +$28.9K +291 +3%
ARC
142
Advisor Resource Council
Texas
$955K +$952K +9,588 New
JSW
143
Journey Strategic Wealth
New Jersey
$926K +$12.8K +129 +1%
Lido Advisors
144
Lido Advisors
California
$904K
WWM
145
WJ Wealth Management
Arizona
$903K -$405K -4,082 -31%
JFG
146
Jefferies Financial Group
New York
$899K
SA
147
Sanctuary Advisors
Indiana
$896K -$10.2M -103,220 -92%
ACM
148
Advance Capital Management
Michigan
$872K -$117K -1,175 -12%
EFG
149
Embree Financial Group
Illinois
$863K +$449K +4,526 +109%
T
150
Tidemark
California
$847K -$16.9K -170 -2%

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.