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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
MCC
426
Money Concepts Capital
Florida
$2.8M +$1.51M +16,496 +118%
PFA
427
Professional Financial Advisors
Nebraska
$2.79M +$2.79M +30,403 New
IFG
428
Independent Financial Group
California
$2.78M +$912K +9,947 +49%
CAG
429
Csenge Advisory Group
Florida
$2.77M +$1.42M +15,519 +106%
VA
430
Valmark Advisers
Ohio
$2.75M +$12.5K +136 +0.5%
Charles Schwab
431
Charles Schwab
California
$2.74M -$250K -2,729 -8%
GAM
432
Gotham Asset Management
New York
$2.64M +$106K +1,161 +4%
SPC
433
Sigma Planning Corp
Michigan
$2.58M +$626K +6,826 +32%
CFG
434
Carr Financial Group
Massachusetts
$2.57M +$564K +6,154 +28%
ST
435
Smithfield Trust
Pennsylvania
$2.54M
OWA
436
Outlook Wealth Advisors
Texas
$2.53M -$1.83M -19,977 -42%
LCC
437
Lincoln Capital Corp
Rhode Island
$2.52M +$1.63M +17,783 +185%
CI
438
Ceera Investments
Texas
$2.48M -$30.2K -330 -1%
Financial Engines Advisors
439
Financial Engines Advisors
California
$2.48M -$616K -6,725 -20%
ACP
440
Aveo Capital Partners
Colorado
$2.45M +$748K +8,167 +44%
BFA
441
Benedict Financial Advisors
Georgia
$2.44M +$52K +567 +2%
DAS
442
Dynamic Advisor Solutions
Arizona
$2.4M -$2.66M -29,020 -53%
CWP
443
Cyndeo Wealth Partners
Florida
$2.39M +$2.39M +26,056 New
HWP
444
Heritage Wealth Partners
Ohio
$2.37M -$1.63M -17,754 -41%
VWM
445
Venturi Wealth Management
Texas
$2.36M +$2.35M +25,661 New
CCA
446
Catalyst Capital Advisors
New York
$2.3M -$1.12M -12,200 -33%
HCM
447
Hengehold Capital Management
Ohio
$2.26M +$10.8K +118 +0.5%
NW
448
NewEdge Wealth
Pennsylvania
$2.24M -$83.9K -916 -4%
AA
449
AlphaQ Advisors
Florida
$2.22M +$164K +1,786 +8%
AFG
450
Atomi Financial Group
New York
$2.21M +$1.92M +20,983 +689%

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.