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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
CCFM
51
Clear Creek Financial Management
Washington
$65.5M +$55.3M +603,585 +548%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$65.4M -$25M -273,156 -28%
ASN
53
Advisory Services Network
Georgia
$65.1M +$7.02M +76,653 +12%
WSTAM
54
Wilbanks Smith & Thomas Asset Management
Virginia
$61.3M +$41.9M +456,868 +217%
SAM
55
Synergy Asset Management
Washington
$60.4M +$4.75M +51,799 +9%
AWM
56
Axxcess Wealth Management
California
$59.7M +$14.6M +159,626 +33%
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$58.2M -$25.5M -278,660 -31%
National Bank of Canada
58
National Bank of Canada
Quebec, Canada
$57.6M +$18.2M +198,640 +46%
WHG
59
Westwood Holdings Group
Texas
$55.4M -$1.92M -20,900 -3%
DWM
60
Dakota Wealth Management
Florida
$53M -$520K -5,678 -1%
SC
61
Sykon Capital
New York
$51.8M +$46.3M +505,282 +863%
GRP
62
Global Retirement Partners
California
$50.7M +$14.8M +161,170 +41%
Renaissance Technologies
63
Renaissance Technologies
New York
$50.5M +$15.3M +166,900 +44%
FPCP
64
Fort Point Capital Partners
California
$50M +$6.9M +75,328 +16%
OLVIG
65
Oliver Lagore Vanvalin Investment Group
Michigan
$48M +$38M +414,816 +386%
AM
66
AGF Management
Ontario, Canada
$47.3M -$11.9M -130,050 -20%
BS
67
Banco Santander
Spain
$46.9M +$1.77M +19,366 +4%
BCM
68
Brasada Capital Management
Texas
$46.5M +$1.72M +18,777 +4%
HSBC Holdings
69
HSBC Holdings
United Kingdom
$44.6M
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$43.5M +$13M +141,930 +43%
AA
71
Acorns Advisers
California
$42.2M +$87.1K +951 +0.2%
SCP
72
Sandhill Capital Partners
New York
$40M +$38.1M +416,145 +2,085%
FIM
73
Freedom Investment Management
Connecticut
$39.7M +$8.9M +97,107 +29%
SWM
74
Spire Wealth Management
Virginia
$39.4M -$2.48M -27,104 -6%
Citigroup
75
Citigroup
New York
$39.3M -$6.36M -69,431 -14%

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.