We are live on ! Find out more
BIL icon

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

791 hedge funds and large institutions have $20B invested in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in 2023 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 295 increasing their positions, 250 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 188 | Existing positions closed: 72

22% more funds holding in top 10

Funds holding in top 10: 131160 (+29)

18% more repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 250

15% more funds holding

Funds holding: 689791 (+102)

3% less capital invested

Capital invested by funds: $20.6B → $20B (-$540M)

11.41% less ownership

Funds ownership: 78.26%66.85% (-11%)

52% less call options, than puts

Call options by funds: $469K | Put options by funds: $973K

Holders
791
Holders Change
+102
Holders Change %
+14.8%
% of All Funds
12.61%
Holding in Top 10
160
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+22.14%
% of All Funds
2.55%
New
188
Increased
295
Reduced
250
Closed
72
Calls
$469K
Puts
$973K
Net Calls
-$504K
Net Calls Change
-$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
776
Bartlett & Co
Ohio
$4K -$101K -1,107 -97%
TFP
777
Tilia Fiduciary Partners
North Carolina
$3.86K
GWANC
778
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.86K +$3.85K +42 New
SC
779
SouthState Corp
Florida
$3.86K +$3.85K +42 New
BCWM
780
Bartlett & Co Wealth Management
Ohio
$3.67K -$101K -1,107 -97%
TAM
781
Townsend Asset Management
North Carolina
$3.21K +$3.21K +35 New
PP
782
Pacifica Partners
Canada
$3.19K
FMII
783
Farmers & Merchants Investments Inc
Nebraska
$2.66K
WA
784
WestEnd Advisors
North Carolina
$1.93K
KTC
785
Kistler-Tiffany Companies
Pennsylvania
$1.19K
HFS
786
Hantz Financial Services
Michigan
$1K -$48K -524 -99%
TFA
787
Transamerica Financial Advisors
Florida
$1K
MAWA
788
Moss Adams Wealth Advisors
Washington
$643
HWM
789
HighMark Wealth Management
Minnesota
$94
TIM
790
Tortoise Investment Management
New York
$92 +$92 +1 New
SFCL
791
Strengthening Families & Communities LLC
Massachusetts
$90 +$90.1K +984 New
TC
792
Truvestments Capital
Florida
$5
PCM
793
Penserra Capital Management
California
-$77.8M -850,462 Closed
CIBC World Market
794
CIBC World Market
Ontario, Canada
-$48.9M -534,608 Closed
SMM
795
Stadion Money Management
Georgia
-$18.8M -205,946 Closed
WWA
796
WCG Wealth Advisors
Nevada
-$12.2M -133,186 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
797
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$9.15M -100,000 Closed
HJGA
798
Hardman Johnston Global Advisors
Connecticut
-$6.31M -69,000 Closed
BFEC
799
Benjamin F. Edwards & Company
Missouri
-$5.93M -64,709 -100%
IIC
800
Ironwood Investment Counsel
Arizona
-$5.69M -62,189 Closed

BIL Hedge Fund Activity: Q1 2023 in Review

791 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) for Q1 2023, worth a combined $20B — down 2.6% from $20.6B a quarter earlier.

Buyers outnumbered sellers: 188 funds opened new BIL positions and 72 closed out — a net gain of 116 holders — while 295 added to existing stakes and 250 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $419M. The largest seller was Horizon Investments, cutting an estimated $754M.

  • 791 institutional investors held State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) as of Q1 2023, up from 689 in Q4 2022.
  • Funds reported $20B of State Street SPDR Bloomberg 1-3 Month T-Bill ETF stock for Q1 2023, down 2.6% quarter-over-quarter.
  • 188 funds opened new State Street SPDR Bloomberg 1-3 Month T-Bill ETF positions in Q1 2023 and 72 closed out, a net change of +116 holders.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF buyer in Q1 2023 was Morgan Stanley, an estimated $419M added.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF seller in Q1 2023 was Horizon Investments, an estimated $754M sold.

Based on aggregated 13F filings for Q1 2023.