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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
PAM
326
Peak Asset Management
Colorado
$4.55M -$1.01M -11,012 -18%
Lido Advisors
327
Lido Advisors
California
$4.47M +$2.06M +22,457 +86%
TF
328
Tompkins Financial
New York
$4.47M +$4.44M +48,495 +30,693%
OWA
329
Outlook Wealth Advisors
Texas
$4.36M +$117K +1,274 +3%
CA
330
Calton & Associates
Florida
$4.35M -$73.8K -805 -2%
IWM
331
IHT Wealth Management
Illinois
$4.33M +$3.29M +35,881 +319%
AP
332
Advisors Preferred
Maryland
$4.32M +$21.1K +230 +0.5%
KWM
333
Kingsview Wealth Management
Oregon
$4.29M -$2.52M -27,494 -37%
AA
334
Advisory Alpha
Michigan
$4.29M +$558K +6,090 +15%
OC
335
Oppenheimer & Co
New York
$4.26M -$2.24M -24,405 -34%
SI
336
Stephens Inc
Arkansas
$4.26M +$230K +2,507 +6%
MFS
337
Madrona Financial Services
Washington
$4.17M -$685K -7,482 -14%
GLLW
338
Graves Light Lenhart Wealth
Virginia
$4.13M +$4.12M +44,952 New
LWM
339
Lionsbridge Wealth Management
Florida
$4.13M -$3.77M -41,160 -48%
CGA
340
Crescent Grove Advisors
Illinois
$4.1M -$535K -5,844 -12%
LAM
341
LifePro Asset Management
California
$4.06M +$3.34M +36,426 +466%
UA
342
Unison Advisors
District of Columbia
$4.04M -$9.34M -101,903 -70%
HWP
343
Heritage Wealth Partners
Ohio
$4M +$3.06M +33,455 +330%
FWSM
344
First Wilshire Securities Management
California
$3.98M +$1.48M +16,150 +59%
AWA
345
Arete Wealth Advisors
Illinois
$3.92M -$3.8M -41,484 -49%
TSS
346
Two Sigma Securities
New York
$3.91M -$5.47M -59,654 -58%
RBCM
347
Raub Brock Capital Management
California
$3.86M -$1.08M -11,775 -22%
EGA
348
Eagle Global Advisors
Texas
$3.84M -$298K -3,250 -7%
CAL
349
Capital Advisors Ltd
Ohio
$3.83M +$1.66M +18,169 +77%
VWA
350
Visionary Wealth Advisors
Illinois
$3.78M +$3.77M +41,203 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.