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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
FTUS
26
Flow Traders U.S.
New York
$104M +$88.7M +968,618 +578%
TF
27
Trek Financial
Arizona
$104M -$20.8M -227,165 -17%
CF
28
Clarity Financial
Texas
$97M +$91M +993,444 +1,589%
MMEA
29
Main Management ETF Advisors
California
$94.3M +$94.1M +1,027,175 New
CAMG
30
CWA Asset Management Group
Florida
$92.3M -$41.4M -452,335 -31%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$90.5M +$80.1M +874,468 +788%
PFG
32
Piershale Financial Group
Illinois
$90.1M -$27.5M -300,463 -23%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$83.8M -$248M -2,705,253 -75%
MW
34
MBL Wealth
North Carolina
$83.6M -$1.58M -17,288 -2%
BCM
35
Brookstone Capital Management
Illinois
$76.2M -$7.3M -79,663 -9%
FGA
36
Fortis Group Advisors
New Jersey
$75.1M -$9.49M -103,566 -11%
CC
37
Cypress Capital
Tennessee
$73.1M +$5.84M +63,721 +9%
RWM
38
Ritholtz Wealth Management
New York
$69.3M +$4.74M +51,724 +7%
RAG
39
RIA Advisory Group
Iowa
$69.1M +$17.4M +189,921 +34%
Creative Planning
40
Creative Planning
Kansas
$68.3M +$3.36M +36,712 +5%
BCMIO
41
Beacon Capital Management Inc (Ohio)
Ohio
$68M +$12.7M +138,734 +23%
CAN
42
Cetera Advisor Networks
California
$67.1M -$14.8M -161,647 -18%
SJIC
43
St. James Investment Company
Texas
$62.4M -$2.5M -27,289 -4%
Mariner
44
Mariner
Kansas
$60.1M +$4.48M +48,949 +8%
AM
45
AGF Management
Ontario, Canada
$59.3M -$3.15M -34,413 -5%
ASN
46
Advisory Services Network
Georgia
$58.1M -$283K -3,092 -0.5%
WHG
47
Westwood Holdings Group
Texas
$57.3M -$34.1M -371,859 -37%
AssetMark Inc
48
AssetMark Inc
California
$57.3M -$435M -4,743,343 -88%
SHFP
49
Second Half Financial Partners
Florida
$56.9M -$17.5M -191,063 -24%
SAM
50
Synergy Asset Management
Washington
$55.6M +$1.63M +17,741 +3%

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.