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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
GWM
151
Gibbs Wealth Management
Georgia
$819K +$81.9K +825 +11%
RA
152
RiverTree Advisors
Florida
$796K -$2.28K -23 -0.3%
I2I
153
Insight 2811 Inc
Illinois
$780K -$238K -2,400 -23%
WA
154
WBH Advisory
Maryland
$778K -$46.3K -466 -6%
MOS
155
MGO One Seven
Ohio
$732K +$239K +2,412 +49%
LC
156
Legacy CG
Texas
$709K -$1.07M -10,757 -60%
AFP
157
Ausdal Financial Partners
Iowa
$693K +$691K +6,959 New
MM
158
Meridian Management
Arkansas
$682K -$221K -2,225 -25%
CAM
159
Cresset Asset Management
Illinois
$679K -$44.9K -452 -6%
SFPG
160
Stonebridge Financial Planning Group
Florida
$677K -$121K -1,222 -15%
Mariner
161
Mariner
Kansas
$673K -$1.7M -17,098 -72%
SFSG
162
Sound Financial Strategies Group
Mississippi
$671K
AWM
163
Avior Wealth Management
Nebraska
$656K +$50.7K +511 +8%
ZRP
164
Zynergy Retirement Planning
New Jersey
$644K -$319K -3,213 -33%
DFC
165
DBK Financial Counsel
Ohio
$635K
TSS
166
Two Sigma Securities
New York
$606K +$344K +3,469 +132%
TWD
167
True Wealth Design
Ohio
$585K
TCG
168
Transcendent Capital Group
Oklahoma
$570K -$576K -5,804 -50%
MG
169
Marex Group
$568K -$328K -3,300 -37%
GLA
170
Good Life Advisors
Pennsylvania
$528K +$258K +2,597 +96%
GVAG
171
Great Valley Advisor Group
Delaware
$518K +$106K +1,071 +26%
MA
172
Mutual Advisors
Nebraska
$513K -$154K -1,552 -23%
IWM
173
IHT Wealth Management
Illinois
$463K -$24.8K -250 -5%
NF
174
NavPoint Financial
Minnesota
$459K +$87.3K +879 +24%
BWL
175
Beacon Wealthcare LLC
North Carolina
$459K -$442K -4,455 -49%

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.