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Global X 1-3 Month T-Bill ETF

54 hedge funds and large institutions have $225M invested in Global X 1-3 Month T-Bill ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

53% more capital invested

Capital invested by funds: $147M → $225M (+$78.1M)

43% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 14

38% more funds holding

Funds holding: 3954 (+15)

37.78% more ownership

Funds ownership: 11.09%48.87% (+38%)

Holders
54
Holders Change
+15
Holders Change %
+38.46%
% of All Funds
0.78%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
19
Increased
20
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$996K +$445K +4,438 +81%
LMKC
27
L.M. Kohn & Company
Ohio
$939K -$37.6K -375 -4%
ETIA
28
Epic Trust Investment Advisors
Washington
$795K +$794K +7,911 New
Citadel Advisors
29
Citadel Advisors
Florida
$724K -$1.53M -15,220 -68%
CIAS
30
Capital Investment Advisory Services
North Carolina
$641K +$90.9K +906 +17%
CIA
31
Concurrent Investment Advisors
Florida
$637K -$178K -1,777 -22%
WGCA
32
Wolf Group Capital Advisors
Virginia
$583K +$582K +5,800 New
PFS
33
Prospera Financial Services
Texas
$515K
PSA
34
Plum Street Advisors
Louisiana
$480K +$300K +2,986 +167%
RIL
35
Rothschild Investment LLC
Illinois
$427K +$251K +2,500 +143%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$407K -$14.9K -149 -4%
PI
37
PFG Investments
New York
$288K +$288K +2,868 New
GM
38
GeoWealth Management
Illinois
$278K +$9.03K +90 +3%
PAG
39
Private Advisor Group
New Jersey
$273K +$273K +2,717 New
CF
40
Centaurus Financial
California
$136K -$8.22M -81,970 -98%
PA
41
PSI Advisors
Florida
$92.2K +$84.6K +843 +1,124%
GRP
42
Global Retirement Partners
California
$76.9K -$16.5K -164 -18%
CFD
43
Creative Financial Designs
Indiana
$63.6K +$8.33K +83 +15%
Morgan Stanley
44
Morgan Stanley
New York
$55.3K +$55.2K +550 New
CB
45
Community Bank
New York
$52K +$35.3K +352 +212%
UBS Group
46
UBS Group
Switzerland
$43.2K +$43.1K +430 New
Osaic Holdings
47
Osaic Holdings
Arizona
$16.7K -$103K -1,025 -61%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$10K +$10K +100 New
PCM
49
Penserra Capital Management
California
$8K +$7.92K +79 New
NA
50
NewEdge Advisors
Louisiana
$6.73K -$100 -1 -1%

CLIP Hedge Fund Activity: Q2 2024 in Review

54 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Global X 1-3 Month T-Bill ETF (CLIP) for Q2 2024, worth a combined $225M — up 53% from $147M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CLIP positions and 3 closed out — a net gain of 16 holders — while 20 added to existing stakes and 14 trimmed.

The largest buyer was Global X Japan, opening a new position worth an estimated $56.4M. The largest seller was F.L. Putnam Investment Management, cutting an estimated $42.5M.

  • 54 institutional investors held Global X 1-3 Month T-Bill ETF (CLIP) as of Q2 2024, up from 39 in Q1 2024.
  • Funds reported $225M of Global X 1-3 Month T-Bill ETF stock for Q2 2024, up 53% quarter-over-quarter.
  • 19 funds opened new Global X 1-3 Month T-Bill ETF positions in Q2 2024 and 3 closed out, a net change of +16 holders.
  • The largest Global X 1-3 Month T-Bill ETF buyer in Q2 2024 was Global X Japan, an estimated $56.4M added.
  • The largest Global X 1-3 Month T-Bill ETF seller in Q2 2024 was F.L. Putnam Investment Management, an estimated $42.5M sold.

Based on aggregated 13F filings for Q2 2024.