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Global X 1-3 Month T-Bill ETF

39 hedge funds and large institutions have $147M invested in Global X 1-3 Month T-Bill ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more capital invested

Capital invested by funds: $45.3M → $147M (+$101M)

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

86% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 7

34% more funds holding

Funds holding: 2939 (+10)

1.9% more ownership

Funds ownership: 9.19%11.09% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
39
Holders Change
+10
Holders Change %
+34.48%
% of All Funds
0.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
13
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FLPIM
1
F.L. Putnam Investment Management
Massachusetts
$46.5M +$46.5M +463,274 New
LPL Financial
2
LPL Financial
California
$44.8M +$43.4M +432,178 +3,272%
CF
3
Centaurus Financial
California
$8.37M +$6.5M +64,754 +349%
HWP
4
Highline Wealth Partners
California
$8.29M -$1.79M -17,879 -18%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$6.98M +$6.97M +69,511 New
AW
6
Alaethes Wealth
Nevada
$5.42M +$1.43M +14,276 +36%
Truist Financial
7
Truist Financial
North Carolina
$2.84M +$971K +9,676 +52%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.53M +$1.37M +13,644 +118%
Citadel Advisors
9
Citadel Advisors
Florida
$2.25M +$1.64M +16,299 +266%
CW
10
CreativeOne Wealth
Kansas
$1.93M +$53.9K +537 +3%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.74M +$1.73M +17,289 New
CA
12
Cetera Advisors
Colorado
$1.58M +$581K +5,791 +58%
SLWA
13
San Luis Wealth Advisors
California
$1.52M +$823K +8,208 +118%
NA
14
Nottingham Advisors
New York
$1.52M +$1.05M +10,418 +223%
BHPW
15
Beverly Hills Private Wealth
California
$1.19M +$1.18M +11,800 New
HAS
16
HBW Advisory Services
California
$1.06M
MOS
17
MGO One Seven
Ohio
$1.04M +$1.04M +10,320 New
LMKC
18
L.M. Kohn & Company
Ohio
$977K -$236K -2,350 -19%
CIA
19
Concurrent Investment Advisors
Florida
$815K -$138K -1,372 -14%
PSA
20
Plum Street Advisors
Louisiana
$719K +$179K +1,789 New
CIAS
21
Capital Investment Advisory Services
North Carolina
$550K +$549K +5,476 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$550K +$549K +5,475 New
PFS
23
Prospera Financial Services
Texas
$515K +$514K +5,125 New
SWP
24
Stratos Wealth Partners
Ohio
$508K +$306K +3,048 +152%
GKWIM
25
Gerber Kawasaki Wealth & Investment Management
California
$505K +$504K +5,021 New

CLIP Hedge Fund Activity: Q1 2024 in Review

39 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Global X 1-3 Month T-Bill ETF (CLIP) for Q1 2024, worth a combined $147M — up 224% from $45.3M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CLIP positions and 7 closed out — a net gain of 10 holders — while 13 added to existing stakes and 7 trimmed.

The largest buyer was F.L. Putnam Investment Management, opening a new position worth an estimated $46.5M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $11.5M sold.

  • 39 institutional investors held Global X 1-3 Month T-Bill ETF (CLIP) as of Q1 2024, up from 29 in Q4 2023.
  • Funds reported $147M of Global X 1-3 Month T-Bill ETF stock for Q1 2024, up 224% quarter-over-quarter.
  • 17 funds opened new Global X 1-3 Month T-Bill ETF positions in Q1 2024 and 7 closed out, a net change of +10 holders.
  • The largest Global X 1-3 Month T-Bill ETF buyer in Q1 2024 was F.L. Putnam Investment Management, an estimated $46.5M added.
  • The largest Global X 1-3 Month T-Bill ETF seller in Q1 2024 was Mirae Asset Global Investments, an estimated $11.5M sold.

Based on aggregated 13F filings for Q1 2024.