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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
HI
401
Harbour Investments
Wisconsin
$2.4M +$230K +2,512 +11%
BFA
402
Benedict Financial Advisors
Georgia
$2.39M +$527K +5,748 +28%
CCM
403
Coldstream Capital Management
Washington
$2.38M -$445K -4,858 -16%
IW
404
Imprint Wealth
South Carolina
$2.36M +$1.83M +20,023 +350%
WEG
405
World Equity Group
Illinois
$2.36M -$12M -131,006 -84%
FHA
406
Flagship Harbor Advisors
Massachusetts
$2.33M +$1.6M +17,417 +218%
NW
407
NewEdge Wealth
Pennsylvania
$2.33M +$547K +5,966 +31%
ERIM
408
Eagle Ridge Investment Management
Connecticut
$2.26M
JSL
409
JT Stratford LLC
Georgia
$2.26M +$2.25M +24,610 New
RWP
410
RWA Wealth Partners
Massachusetts
$2.25M -$236K -2,579 -10%
HCM
411
Hengehold Capital Management
Ohio
$2.25M +$46.5K +508 +2%
BB
412
Berkshire Bank
Massachusetts
$2.22M +$1.84M +20,065 +489%
DI
413
DFPG Investments
Utah
$2.22M -$2.39M -26,081 -52%
GCAC
414
Guardian Capital Advisors (Canada)
Ontario, Canada
$2.19M +$920K +10,045 +72%
CRC
415
Curi RMB Capital
Illinois
$2.18M -$192K -2,091 -8%
ACM
416
Anfield Capital Management
California
$2.13M -$60.2K -657 -3%
LA
417
Latitude Advisors
Florida
$2.13M +$1.89M +20,678 +825%
JSA
418
Jacobson & Schmitt Advisors
Wisconsin
$2.11M -$90.1K -983 -4%
First Trust Advisors
419
First Trust Advisors
Illinois
$2.11M +$1.27M +13,890 +153%
AWS
420
Arkfeld Wealth Strategies
Nebraska
$2.08M -$62.6K -683 -3%
MG
421
Mather Group
Illinois
$2.08M +$802K +8,754 +63%
VIM
422
Vista Investment Management
Pennsylvania
$2.07M -$1.21M -13,188 -37%
AA
423
AlphaQ Advisors
Florida
$2.06M +$212K +2,314 +12%
SC
424
Scotia Capital
Ontario, Canada
$2.06M -$7.32M -79,846 -78%
TIM
425
Total Investment Management
Arizona
$2.05M +$2.05M +22,326 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.