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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
LPL Financial
1
LPL Financial
California
$224M +$28.1M +283,463 +14%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$167M +$5.46M +55,014 +3%
Bank of America
3
Bank of America
North Carolina
$148M -$4.34M -43,751 -3%
MIM
4
Miller Investment Management
Pennsylvania
$119M +$77.2M +777,222 +188%
PCIG
5
Partners Capital Investment Group
Massachusetts
$79.9M +$880K +8,858 +1%
Osaic Holdings
6
Osaic Holdings
Arizona
$79.4M +$5.32M +53,607 +7%
Renaissance Technologies
7
Renaissance Technologies
New York
$74.2M +$685K +6,900 +0.9%
CCM
8
Coldstream Capital Management
Washington
$61.8M +$2.78M +28,008 +5%
SIG
9
Sargent Investment Group
Maryland
$54.6M +$6.16M +62,035 +13%
PCP
10
Proficio Capital Partners
Massachusetts
$53.7M +$169K +1,707 +0.3%
Ameriprise
11
Ameriprise
Minnesota
$50.5M -$8.72M -87,804 -15%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$38.3M +$419K +4,223 +1%
BB
13
Bell Bank
North Dakota
$37M +$35.5M +357,979 +2,692%
IWC
14
Integrated Wealth Concepts
Massachusetts
$36.2M +$22.6M +227,567 +167%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$34.6M +$1.49M +15,002 +5%
PC
16
Pecaut & Co
Iowa
$33.1M +$8.74M +87,999 +36%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$32.3M +$2.15M +21,692 +7%
SI
18
Stephens Inc
Arkansas
$31.4M +$312K +3,138 +1%
UBS Group
19
UBS Group
Switzerland
$27.7M +$13.1M +131,545 +90%
Wells Fargo
20
Wells Fargo
California
$24.9M +$1.98M +19,951 +9%
CAMG
21
CWA Asset Management Group
Florida
$22.4M +$22.3M +224,996 New
Kovitz Investment Group Partners
22
Kovitz Investment Group Partners
Illinois
$20.1M +$20M +201,609 New
NL
23
NDWM LLC
California
$18.4M +$643K +6,472 +4%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$17.8M -$859K -8,651 -5%
ATPW
25
Ashton Thomas Private Wealth
Arizona
$17.1M +$745K +7,501 +5%

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.