We are live on ! Find out more
BIL icon

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
UFA
276
US Financial Advisors
Massachusetts
$6.56M -$5.57M -60,801 -46%
G
277
GenTrust
Florida
$6.54M +$3.27M +35,652 +100%
SGCA
278
Steel Grove Capital Advisors
Tennessee
$6.43M -$816K -8,904 -11%
TA
279
TKG Advisors
Indiana
$6.32M -$8.66M -94,508 -58%
AWM
280
Ameliora Wealth Management
Switzerland
$6.28M -$442K -4,829 -7%
SIM
281
Sterling Investment Management
Arizona
$6.28M -$133K -1,453 -2%
CHJWM
282
Carlton Hofferkamp & Jenks Wealth Management
Texas
$6.05M +$197K +2,145 +3%
DFC
283
DBK Financial Counsel
Ohio
$6.02M +$312K +3,405 +5%
CAM
284
Clio Asset Management
Virginia
$6.01M +$6M +65,500 New
EIA
285
Eldridge Investment Advisors
New Hampshire
$6.01M +$920K +10,041 +18%
PA
286
PFW Advisors
Georgia
$5.98M +$5.98M +65,240 New
SIG
287
Sargent Investment Group
Maryland
$5.94M +$661K +7,210 +13%
Bank of Montreal
288
Bank of Montreal
Ontario, Canada
$5.9M -$1.14M -12,409 -16%
GVAG
289
Great Valley Advisor Group
Delaware
$5.9M +$2.2M +23,970 +60%
JSAM
290
J. Safra Asset Management
New York
$5.88M -$1.52M -16,543 -21%
FTS
291
Fifth Third Securities
Ohio
$5.84M +$1.82M +19,849 +45%
C
292
Certuity
Florida
$5.7M +$3.8M +41,462 +201%
CT
293
Cambridge Trust
Massachusetts
$5.62M -$89.8K -980 -2%
UCFA
294
United Capital Financial Advisors
Texas
$5.61M -$604K -6,595 -10%
PA
295
PSI Advisors
Florida
$5.56M +$5.3M +57,865 +2,132%
IFPG
296
Intrepid Financial Planning Group
Indiana
$5.52M -$26.1K -285 -0.5%
WAM
297
Worth Asset Management
Texas
$5.52M -$4.26M -46,467 -44%
CW
298
CreativeOne Wealth
Kansas
$5.52M +$207K +2,262 +4%
RWPA
299
Richard W. Paul & Associates
Michigan
$5.5M +$4.49K +49 +0.1%
PAM
300
PVG Asset Management
Colorado
$5.41M +$5.4M +58,974 New

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.