We are live on ! Find out more
BIL icon

State Street SPDR Bloomberg 1-3 Month T-Bill ETF

865 hedge funds and large institutions have $19.4B invested in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in 2023 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 391 increasing their positions, 290 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 391 | Existing positions reduced: 290

34% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 77

20% more funds holding in top 10

Funds holding in top 10: 161193 (+32)

12% more capital invested

Capital invested by funds: $17.2B → $19.4B (+$2.1B)

2% more funds holding

Funds holding: 849865 (+16)

1.13% less ownership

Funds ownership: 60.37%59.23% (-1.1%)

50% less call options, than puts

Call options by funds: $2.58M | Put options by funds: $5.11M

Holders
865
Holders Change
+16
Holders Change %
+1.88%
% of All Funds
13.73%
Holding in Top 10
193
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+19.88%
% of All Funds
3.06%
New
103
Increased
391
Reduced
290
Closed
77
Calls
$2.58M
Puts
$5.11M
Net Calls
-$2.54M
Net Calls Change
+$2.72M
Name Holding Trade Value Shares
Change
Change in
Stake
TIA
401
Traphagen Investment Advisors
New Jersey
$3.34M +$3.33M +36,325 New
PFO
402
Pathstone Family Office
New Jersey
$3.3M +$1.85M +20,188 +128%
PTC
403
Private Trust Company
Ohio
$3.3M +$69.3K +756 +2%
TJHA
404
Thomas J. Herzfeld Advisors
Florida
$3.28M +$2.27M +24,756 +227%
JCM
405
J2 Capital Management
Michigan
$3.22M +$2.95M +32,150 +1,103%
TIM
406
Total Investment Management
Arizona
$3.21M +$1.15M +12,602 +56%
CFC
407
Coyle Financial Counsel
Illinois
$3.21M +$352K +3,845 +12%
FHB
408
First Hawaiian Bank
Hawaii
$3.2M -$3.35M -36,602 -51%
SL
409
Salomon & Ludwin
Virginia
$3.2M +$1.24M +13,572 +65%
LRWA
410
Long Run Wealth Advisors
New York
$3.2M +$2.31M +25,175 +261%
PSFG
411
Prairie Sky Financial Group
Illinois
$3.19M +$3.18M +34,715 New
MWA
412
Mills Wealth Advisors
Texas
$3.18M -$425K -4,634 -12%
C
413
Covestor
United Kingdom
$3.08M +$244K +2,661 +9%
KPWS
414
Kestra Private Wealth Services
Texas
$3.06M +$1.06M +11,618 +53%
CPIG
415
Chicago Partners Investment Group
Illinois
$3.04M +$2.73M +29,786 +880%
KAM
416
Kopion Asset Management
Texas
$3.04M +$1.01M +10,978 +50%
CW
417
Channel Wealth
California
$3M +$390K +4,258 +15%
SAM
418
SP Asset Management
California
$2.99M +$1.98M +21,573 +196%
MA
419
Marshfield Associates
District of Columbia
$2.95M
BWM
420
Biltmore Wealth Management
Arizona
$2.94M -$11.6M -126,198 -80%
RWP
421
RWA Wealth Partners
Massachusetts
$2.94M +$685K +7,473 +30%
CCM
422
Coldstream Capital Management
Washington
$2.89M +$505K +5,508 +21%
JWCA
423
J.W. Coons Advisors
Ohio
$2.88M -$144K -1,575 -5%
EFG
424
Ethos Financial Group
Pennsylvania
$2.88M -$13.6M -147,928 -83%
PIA
425
Perennial Investment Advisors
California
$2.85M +$1.47M +16,017 +107%

BIL Hedge Fund Activity: Q3 2023 in Review

865 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) for Q3 2023, worth a combined $19.4B — up 12% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new BIL positions and 77 closed out — a net gain of 26 holders — while 391 added to existing stakes and 290 trimmed.

The largest buyer was Eagle Capital Management (New York), adding an estimated $166M. The largest seller was Wedbush Securities, cutting an estimated $195M.

  • 865 institutional investors held State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) as of Q3 2023, up from 849 in Q2 2023.
  • Funds reported $19.4B of State Street SPDR Bloomberg 1-3 Month T-Bill ETF stock for Q3 2023, up 12% quarter-over-quarter.
  • 103 funds opened new State Street SPDR Bloomberg 1-3 Month T-Bill ETF positions in Q3 2023 and 77 closed out, a net change of +26 holders.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF buyer in Q3 2023 was Eagle Capital Management (New York), an estimated $166M added.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF seller in Q3 2023 was Wedbush Securities, an estimated $195M sold.

Based on aggregated 13F filings for Q3 2023.