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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
GWA
301
GGM Wealth Advisors
Maryland
$5.38M -$257K -2,809 -5%
SC
302
Sykon Capital
New York
$5.38M +$5.37M +58,583 New
CWM
303
Curi Wealth Management
North Carolina
$5.37M +$2.95M +32,178 +122%
TC
304
Telemus Capital
Michigan
$5.32M +$783K +8,549 +17%
SFS
305
Sowell Financial Services
Arkansas
$5.31M +$1.82M +19,914 +52%
BWL
306
Beacon Wealthcare LLC
North Carolina
$5.27M -$779K -8,499 -13%
VBFG
307
Vishria Bird Financial Group
Tennessee
$5.22M -$1.64M -17,950 -24%
RCS
308
Retirement Capital Strategies
California
$5.2M -$30.4M -331,424 -85%
MAM
309
Meeder Asset Management
Ohio
$5.2M -$2.12M -23,114 -29%
SWP
310
Stratos Wealth Partners
Ohio
$5.18M -$8.62M -94,087 -63%
DAS
311
Dynamic Advisor Solutions
Arizona
$5.07M -$1.7M -18,535 -25%
CCM
312
Crew Capital Management
Ohio
$5.05M +$4.23M +46,175 +521%
CS
313
Credit Suisse
Switzerland
$5.02M
PCM
314
Palouse Capital Management
Washington
$5.01M -$482K -5,260 -9%
GIC
315
GFI Investment Counsel
Ontario, Canada
$4.99M -$1.8M -19,614 -27%
IIA
316
IPG Investment Advisors
California
$4.98M +$77.9K +850 +2%
KLC
317
Knowledge Leaders Capital
Colorado
$4.97M +$4.96M +54,174 New
SMC
318
Smith, Moore & Co
Missouri
$4.96M +$2.82M +30,788 +133%
FCA
319
Fortis Capital Advisors
Kansas
$4.9M -$7.41M -80,913 -60%
BFM
320
Boothbay Fund Management
New York
$4.88M -$550K -6,000 -10%
JP Morgan Chase
321
JP Morgan Chase
New York
$4.81M -$759K -8,280 -14%
EWM
322
Elmwood Wealth Management
California
$4.73M -$120K -1,307 -2%
DJSG
323
D.J. St. Germain
Massachusetts
$4.72M +$4.7M +51,354 New
KIC
324
Keating Investment Counselors
Florida
$4.67M -$254K -2,775 -5%
WAP
325
Wealthcare Advisory Partners
Pennsylvania
$4.57M -$145K -1,585 -3%

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.