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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
JWCA
501
J.W. Cole Advisors
Florida
$1.18M -$1.73M -18,876 -59%
LEFP
502
Leading Edge Financial Planning
Tennessee
$1.18M +$96.8K +1,057 +9%
WMG
503
WESCAP Management Group
California
$1.14M
THL
504
Tillman Hartley LLC
Colorado
$1.14M +$626K +6,830 +123%
OP
505
ORG Partners
Indiana
$1.11M +$1.11M +12,132 New
LCM
506
Lunt Capital Management
Utah
$1.11M +$1.1M +12,057 New
CA
507
Continuum Advisory
Idaho
$1.1M +$284K +3,096 +35%
FEM
508
Fulcrum Equity Management
Texas
$1.1M -$1.77M -19,300 -62%
HFS
509
Howard Financial Services
Texas
$1.09M -$448K -4,895 -29%
IA
510
Inspire Advisors
Idaho
$1.08M +$1.07M +11,732 New
RIL
511
Rothschild Investment LLC
Illinois
$1.06M +$32.2K +352 +3%
FAM
512
Frontier Asset Management
Wyoming
$1.05M +$703K +7,670 +205%
TVAMP
513
Tennessee Valley Asset Management Partners
Tennessee
$1.05M +$1.05M +11,415 New
PFA
514
Pathway Financial Advisors
Vermont
$1.04M
LFAS
515
Level Four Advisory Services
Texas
$1.04M +$22.1K +241 +2%
FCM
516
Fairbanks Capital Management
California
$1.02M +$1.02M +11,150 New
IWN
517
Independent Wealth Network
Iowa
$1.02M -$1.51M -16,479 -60%
SAM
518
SP Asset Management
California
$1.01M +$550K +6,000 +120%
T
519
TCWP
Ohio
$1.01M +$193K +2,111 +24%
TJHA
520
Thomas J. Herzfeld Advisors
Florida
$1M
IFAM
521
Institutional & Family Asset Management
Colorado
$996K -$535K -5,837 -35%
HSA
522
HBK Sorce Advisory
Pennsylvania
$993K +$262K +2,864 +36%
Betterment LLC
523
Betterment LLC
New York
$985K +$395K +4,309 +67%
PG
524
Patten Group
Tennessee
$983K +$42.9K +468 +5%
CWMU
525
Caliber Wealth Management (Utah)
Utah
$976K -$46.2K -504 -5%

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.