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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
RJA
26
Raymond James & Associates
Florida
$104M +$59.1M +645,152 +132%
AssetMark Inc
27
AssetMark Inc
California
$103M +$45.4M +495,655 +79%
SHFP
28
Second Half Financial Partners
Florida
$101M +$44.1M +481,213 +78%
CAMG
29
CWA Asset Management Group
Florida
$98.9M +$6.57M +71,695 +7%
TF
30
Trek Financial
Arizona
$98.1M -$6.06M -66,144 -6%
TC
31
Trilogy Capital
California
$94M +$76.3M +832,179 +436%
BCM
32
Brookstone Capital Management
Illinois
$93.4M +$17M +185,506 +22%
GS
33
GTS Securities
New York
$90.2M +$62.4M +681,408 +226%
FGA
34
Fortis Group Advisors
New Jersey
$88.1M +$13M +141,557 +17%
SLFPAM
35
St. Louis Financial Planners Asset Management
Missouri
$83.5M +$60.1M +656,156 +255%
IPW
36
Impact Partnership Wealth
Georgia
$82.7M +$45.9M +500,384 +125%
MW
37
MBL Wealth
North Carolina
$82.6M -$1.01M -11,066 -1%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$81M +$28.3M +308,745 +54%
CAN
39
Cetera Advisor Networks
California
$78.2M +$11.1M +120,667 +17%
CC
40
Cypress Capital
Tennessee
$76M +$2.87M +31,333 +4%
Mariner
41
Mariner
Kansas
$74.4M +$14.3M +156,257 +24%
AWM
42
Apollon Wealth Management
South Carolina
$72.6M +$63M +687,709 +667%
GM
43
GeoWealth Management
Illinois
$72.4M -$109M -1,188,257 -60%
RWM
44
Ritholtz Wealth Management
New York
$71.8M +$2.5M +27,325 +4%
DIM
45
Delta Investment Management
California
$71.8M +$43M +468,909 +150%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$71.5M +$48.7M +531,961 +216%
Creative Planning
47
Creative Planning
Kansas
$70.8M +$2.57M +28,014 +4%
CIA
48
Choate Investment Advisors
Massachusetts
$70.5M +$70.3M +767,271 New
HighTower Advisors
49
HighTower Advisors
Illinois
$68.6M +$29.6M +322,878 +76%
PAG
50
Private Advisor Group
New Jersey
$66.9M +$21M +228,822 +46%

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.