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State Street SPDR Bloomberg 1-3 Month T-Bill ETF

849 hedge funds and large institutions have $17.2B invested in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in 2023 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 299 increasing their positions, 331 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 77

7% more funds holding

Funds holding: 791849 (+58)

1% more funds holding in top 10

Funds holding in top 10: 160161 (+1)

10% less repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 331

6.49% less ownership

Funds ownership: 66.85%60.37% (-6.5%)

14% less capital invested

Capital invested by funds: $20B → $17.2B (-$2.77B)

71% less call options, than puts

Call options by funds: $2.18M | Put options by funds: $7.43M

Holders
849
Holders Change
+58
Holders Change %
+7.33%
% of All Funds
13.33%
Holding in Top 10
161
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.63%
% of All Funds
2.53%
New
143
Increased
299
Reduced
331
Closed
77
Calls
$2.18M
Puts
$7.43M
Net Calls
-$5.25M
Net Calls Change
-$4.75M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
251
PFG Investments
New York
$7.97M -$3.78M -41,230 -32%
LA
252
LexAurum Advisors
Kansas
$7.87M +$3.87M +42,244 +97%
MOS
253
MGO One Seven
Ohio
$7.72M +$217K +2,364 +3%
APC
254
Aspire Private Capital
North Carolina
$7.64M +$2.72M +29,663 +55%
CM
255
Cercano Management
Washington
$7.52M +$7.51M +81,922 New
FAIM
256
Financial Advocates Investment Management
Washington
$7.52M +$1.93M +21,012 +35%
SMG
257
Smart Money Group
Texas
$7.48M -$9.84M -107,426 -57%
CAMV
258
Concord Asset Management (Virginia)
Virginia
$7.44M +$612K +6,685 +9%
IWC
259
Integrated Wealth Concepts
Massachusetts
$7.42M +$1.11M +12,127 +18%
WANY
260
Wealthspire Advisors (New York)
New York
$7.32M +$352K +3,837 +5%
TW
261
Transform Wealth
Colorado
$7.32M -$3.06M -33,433 -30%
PWM
262
Paulson Wealth Management
Illinois
$7.24M +$843K +9,204 +13%
IC
263
IEQ Capital
California
$7.23M -$2.04M -22,234 -22%
PPP
264
Private Portfolio Partners
New Jersey
$7.22M +$2.47M +26,954 +52%
JFG
265
Jefferies Financial Group
New York
$7.2M -$12.5M -135,938 -63%
Cerity Partners
266
Cerity Partners
New York
$7.06M +$7.04M +76,869 New
AFP
267
Ausdal Financial Partners
Iowa
$7.05M +$59.4K +648 +0.9%
DC
268
Davenport & Co
Virginia
$6.96M +$86.9K +948 +1%
SGI
269
Summit Global Investments
Utah
$6.94M
HWP
270
Highline Wealth Partners
California
$6.84M +$31.4K +343 +0.5%
GWM
271
Geneos Wealth Management
Colorado
$6.76M +$1.37M +14,935 +25%
VCM
272
Virtue Capital Management
Tennessee
$6.65M +$1.35M +14,781 +26%
TI
273
Tidal Investments
Wisconsin
$6.59M +$5.12M +55,850 +350%
NFG
274
Norris Financial Group
South Carolina
$6.58M +$5.8M +63,304 +758%
FHB
275
First Hawaiian Bank
Hawaii
$6.57M -$1.57M -17,099 -19%

BIL Hedge Fund Activity: Q2 2023 in Review

849 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) for Q2 2023, worth a combined $17.2B — down 14% from $20B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new BIL positions and 77 closed out — a net gain of 66 holders — while 299 added to existing stakes and 331 trimmed.

The largest buyer was Wedbush Securities, adding an estimated $151M. The largest seller was Envestnet Asset Management, cutting an estimated $486M.

  • 849 institutional investors held State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) as of Q2 2023, up from 791 in Q1 2023.
  • Funds reported $17.2B of State Street SPDR Bloomberg 1-3 Month T-Bill ETF stock for Q2 2023, down 14% quarter-over-quarter.
  • 143 funds opened new State Street SPDR Bloomberg 1-3 Month T-Bill ETF positions in Q2 2023 and 77 closed out, a net change of +66 holders.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF buyer in Q2 2023 was Wedbush Securities, an estimated $151M added.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF seller in Q2 2023 was Envestnet Asset Management, an estimated $486M sold.

Based on aggregated 13F filings for Q2 2023.