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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
FLPIM
551
F.L. Putnam Investment Management
Massachusetts
$825K -$316K -3,452 -28%
WA
552
WESPAC Advisors
California
$822K -$456K -4,977 -36%
RW
553
Rede Wealth
Virginia
$819K +$247K +2,701 +43%
DCM
554
Donaldson Capital Management
Indiana
$818K +$55.8K +609 +7%
BFM
555
Boston Financial Management
Massachusetts
$806K
TPCW
556
TD Private Client Wealth
New York
$799K -$746K -8,142 -48%
SWA
557
Stratos Wealth Advisors
Ohio
$793K +$376K +4,109 +91%
SPA
558
Sentinel Pension Advisors
Massachusetts
$785K +$197K +2,146 +34%
WP
559
WealthSource Partners
California
$784K -$1.25M -13,637 -62%
NL
560
NVWM LLC
Pennsylvania
$784K
SS
561
Sunbelt Securities
Texas
$778K -$160K -1,744 -17%
MSCM
562
McElhenny Sheffield Capital Management
Texas
$777K -$90.1K -984 -10%
DLHL
563
Donald L. Hagan LLC
Florida
$775K +$450K +4,911 +139%
Goldman Sachs
564
Goldman Sachs
New York
$754K -$173M -1,885,450 -100%
JFA
565
JNBA Financial Advisors
Minnesota
$748K +$79.2K +864 +12%
GFS
566
GYL Financial Synergies
Connecticut
$732K -$1.83K -20 -0.3%
HW
567
Hamilton Wealth
California
$729K -$1.71M -18,660 -70%
FF
568
Friedenthal Financial
New Jersey
$727K +$451K +4,919 +164%
CAAM
569
Cornerstone Advisors Asset Management
Pennsylvania
$722K -$2.56K -28 -0.4%
DWA
570
Delos Wealth Advisors
Texas
$722K +$500K +5,460 +228%
UAS
571
United Asset Strategies
New York
$714K -$16.7M -182,633 -96%
SAG
572
SageView Advisory Group
California
$706K +$705K +7,693 New
PWM
573
Perigon Wealth Management
California
$702K +$464K +5,069 +197%
SCA
574
Snowden Capital Advisors
New York
$688K +$25.7K +281 +4%
EF
575
Empirical Finance
Pennsylvania
$687K -$144K -1,569 -17%

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.