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

791 hedge funds and large institutions have $20B invested in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in 2023 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 295 increasing their positions, 250 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 188 | Existing positions closed: 72

22% more funds holding in top 10

Funds holding in top 10: 131160 (+29)

18% more repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 250

15% more funds holding

Funds holding: 689791 (+102)

3% less capital invested

Capital invested by funds: $20.6B → $20B (-$540M)

11.41% less ownership

Funds ownership: 78.26%66.85% (-11%)

52% less call options, than puts

Call options by funds: $469K | Put options by funds: $973K

Holders
791
Holders Change
+102
Holders Change %
+14.8%
% of All Funds
12.61%
Holding in Top 10
160
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+22.14%
% of All Funds
2.55%
New
188
Increased
295
Reduced
250
Closed
72
Calls
$469K
Puts
$973K
Net Calls
-$504K
Net Calls Change
-$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$153M +$27.3M +297,509 +22%
SEI Investments
27
SEI Investments
Pennsylvania
$147M +$2.36M +25,738 +2%
RL
28
Retireful LLC
Michigan
$146M +$3.27M +35,745 +2%
HCM
29
Howard Capital Management
Georgia
$137M +$102M +1,109,572 +287%
CAMG
30
CWA Asset Management Group
Florida
$134M -$24.6M -268,455 -16%
OAM
31
Oppenheimer Asset Management
New York
$134M +$5.95M +64,955 +5%
TF
32
Trek Financial
Arizona
$125M +$19.8M +216,445 +19%
PI
33
PFS Investments
Georgia
$120M -$531M -5,797,456 -82%
EH
34
Equitable Holdings
New York
$120M +$45.9M +500,664 +62%
PFG
35
Piershale Financial Group
Illinois
$118M +$5.7M +62,230 +5%
FDCDDQ
36
Federation des caisses Desjardins du Quebec
Quebec, Canada
$107M +$107M +1,163,120 +118,686%
HI
37
Horizon Investments
North Carolina
$104M -$754M -8,225,099 -88%
FIA
38
Foundations Investment Advisors
Arizona
$103M +$72.3M +789,177 +236%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$102M -$7.69M -83,970 -7%
AWS
40
AJ Wealth Strategies
New York
$98.4M +$73.2M +799,312 +293%
WHG
41
Westwood Holdings Group
Texas
$91.5M +$4.84M +52,861 +6%
MW
42
MBL Wealth
North Carolina
$85.2M +$42.5M +463,589 +100%
FGA
43
Fortis Group Advisors
New Jersey
$84.6M +$84.4M +921,283 New
BCM
44
Brookstone Capital Management
Illinois
$83.6M -$1.49M -16,250 -2%
CAN
45
Cetera Advisor Networks
California
$82M -$70.8K -773 -0.1%
DIM
46
Delta Investment Management
California
$81.5M +$81.3M +887,686 New
SHFP
47
Second Half Financial Partners
Florida
$74.5M +$74.3M +810,826 New
B
48
Bailard
California
$72.8M +$553K +6,037 +0.8%
CC
49
Cypress Capital
Tennessee
$67.2M +$9.37M +102,255 +16%
IAN
50
Integrated Advisors Network
Texas
$67.2M +$49.2M +537,440 +277%

BIL Hedge Fund Activity: Q1 2023 in Review

791 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) for Q1 2023, worth a combined $20B — down 2.6% from $20.6B a quarter earlier.

Buyers outnumbered sellers: 188 funds opened new BIL positions and 72 closed out — a net gain of 116 holders — while 295 added to existing stakes and 250 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $419M. The largest seller was Horizon Investments, cutting an estimated $754M.

  • 791 institutional investors held State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) as of Q1 2023, up from 689 in Q4 2022.
  • Funds reported $20B of State Street SPDR Bloomberg 1-3 Month T-Bill ETF stock for Q1 2023, down 2.6% quarter-over-quarter.
  • 188 funds opened new State Street SPDR Bloomberg 1-3 Month T-Bill ETF positions in Q1 2023 and 72 closed out, a net change of +116 holders.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF buyer in Q1 2023 was Morgan Stanley, an estimated $419M added.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF seller in Q1 2023 was Horizon Investments, an estimated $754M sold.

Based on aggregated 13F filings for Q1 2023.