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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
VAG
376
VisionPoint Advisory Group
Texas
$2.99M -$1.62M -17,673 -35%
Charles Schwab
377
Charles Schwab
California
$2.99M -$119K -1,298 -4%
RC
378
Rovin Capital
Arizona
$2.99M -$373K -4,068 -11%
MA
379
Marshfield Associates
District of Columbia
$2.95M
WCWM
380
Willow Creek Wealth Management
California
$2.94M +$2.93M +32,028 New
WFMPM
381
Woodley Farra Manion Portfolio Management
Indiana
$2.87M -$814K -8,885 -22%
CFC
382
Coyle Financial Counsel
Illinois
$2.85M -$122K -1,334 -4%
C
383
Covestor
United Kingdom
$2.84M +$2.81M +30,714 +17,063%
CWM
384
Cabot Wealth Management
Massachusetts
$2.81M -$192K -2,101 -6%
EP
385
Eudaimonia Partners
Tennessee
$2.76M +$2.09M +22,862 +320%
AI
386
AXS Investments
New York
$2.75M +$2.75M +30,000 New
VA
387
Valmark Advisers
Ohio
$2.73M +$2.41M +26,294 +753%
PMG
388
Private Management Group
California
$2.71M +$2.7M +29,483 New
FSA
389
Financial Sense Advisors
California
$2.67M +$2.66M +29,026 New
CW
390
Channel Wealth
California
$2.61M +$1.04M +11,305 +66%
RWM
391
Revisor Wealth Management
Ohio
$2.58M -$525K -5,732 -17%
TA
392
Tactive Advisors
Florida
$2.57M -$757K -8,259 -23%
SW
393
SVB Wealth
Massachusetts
$2.55M -$12M -130,835 -82%
MCC
394
Malaga Cove Capital
California
$2.54M +$2.53M +27,649 New
ST
395
Smithfield Trust
Pennsylvania
$2.54M +$644K +7,024 +34%
GAM
396
Gotham Asset Management
New York
$2.53M
LWA
397
Lowe Wealth Advisors
Maryland
$2.52M -$85.7K -935 -3%
CI
398
Ceera Investments
Texas
$2.51M +$305K +3,327 +14%
RCM
399
Raleigh Capital Management
North Carolina
$2.44M +$589K +6,434 +32%
SIA
400
SkyView Investment Advisors
New Jersey
$2.42M -$1.25M -13,663 -34%

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.