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State Street SPDR Bloomberg 1-3 Month T-Bill ETF

1,027 hedge funds and large institutions have $18.5B invested in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in 2024 Q2 according to their latest regulatory filings, with 156 funds opening new positions, 399 increasing their positions, 387 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 77

6% more funds holding

Funds holding: 9661,027 (+61)

4% more funds holding in top 10

Funds holding in top 10: 160166 (+6)

1.86% more ownership

Funds ownership: 58.94%60.8% (+1.9%)

3% more repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 387

0% less capital invested

Capital invested by funds: $18.5B → $18.5B (-$58.7M)

39% less call options, than puts

Call options by funds: $2.37M | Put options by funds: $3.87M

Holders
1,027
Holders Change
+61
Holders Change %
+6.31%
% of All Funds
14.83%
Holding in Top 10
166
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+3.75%
% of All Funds
2.4%
New
156
Increased
399
Reduced
387
Closed
77
Calls
$2.37M
Puts
$3.87M
Net Calls
-$1.5M
Net Calls Change
-$2.39M
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
51
Capital Investment Advisory Services
North Carolina
$55.8M -$13.9M -151,264 -20%
HWP
52
Hibernia Wealth Partners
Louisiana
$54.8M +$28M +305,348 +105%
OCM
53
One Capital Management
California
$54.7M +$7.67M +83,729 +16%
SI
54
Scharf Investments
California
$53.4M +$21.9M +238,582 +69%
1SAMC
55
12th Street Asset Management Company
Tennessee
$52.8M +$21.3M +232,986 +68%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$52.2M -$86.5M -944,115 -62%
SCM
57
Sollinda Capital Management
Florida
$51.5M -$40.2M -438,856 -44%
HSBC Holdings
58
HSBC Holdings
United Kingdom
$50.1M +$5.67M +61,850 +13%
AssetMark Inc
59
AssetMark Inc
California
$49.9M +$4.89M +53,409 +11%
BCI
60
Brinker Capital Investments
Pennsylvania
$48.3M +$12.2M +133,409 +34%
OPS
61
Orion Portfolio Solutions
Nebraska
$48.3M +$12.2M +133,409 +34%
GRP
62
Global Retirement Partners
California
$45.9M +$4.33M +47,301 +10%
Envestnet Portfolio Solutions
63
Envestnet Portfolio Solutions
Illinois
$45.6M +$1.78M +19,473 +4%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$45.6M +$45.3M +494,391 +25,432%
HighTower Advisors
65
HighTower Advisors
Illinois
$44.3M +$8.69M +94,874 +24%
AA
66
Acorns Advisers
California
$44.2M +$1.17M +12,825 +3%
AWS
67
Atria Wealth Solutions
New York
$44.1M -$8.1M -88,414 -16%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$43.9M +$807K +8,810 +2%
MMA
69
Miracle Mile Advisors
California
$43.1M +$19.9M +216,857 +86%
LSAG
70
Lake Street Advisors Group
New Hampshire
$42M -$8.01M -87,408 -16%
EWA
71
EP Wealth Advisors
California
$41M -$2.63M -28,753 -6%
CF
72
Centaurus Financial
California
$40.5M -$8.33M -90,891 -17%
JPG
73
Jordan Park Group
California
$39.8M -$956K -10,430 -2%
TA
74
Tectonic Advisors
Texas
$39M +$3.83M +41,791 +11%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$38M +$24.7M +269,777 +187%

BIL Hedge Fund Activity: Q2 2024 in Review

1,027 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) for Q2 2024, worth a combined $18.5B — down 0.32% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new BIL positions and 77 closed out — a net gain of 79 holders — while 399 added to existing stakes and 387 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $1.42B. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $288M.

  • 1,027 institutional investors held State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) as of Q2 2024, up from 966 in Q1 2024.
  • Funds reported $18.5B of State Street SPDR Bloomberg 1-3 Month T-Bill ETF stock for Q2 2024, down 0.32% quarter-over-quarter.
  • 156 funds opened new State Street SPDR Bloomberg 1-3 Month T-Bill ETF positions in Q2 2024 and 77 closed out, a net change of +79 holders.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $1.42B added.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF seller in Q2 2024 was CAPTRUST Financial Advisors, an estimated $288M sold.

Based on aggregated 13F filings for Q2 2024.