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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
LFASL
801
Lugano Financial Advisors SA (LFA)
Switzerland
$101K
BWP
802
Baldwin Wealth Partners
Massachusetts
$99.3K
LWA
803
Lowe Wealth Advisors
Maryland
$98.2K -$2.42M -26,410 -96%
CT
804
Colonial Trust
South Carolina
$98K +$93.2K +1,017 +2,034%
KFI
805
Key Financial Inc
Pennsylvania
$92.7K
CYG
806
Clean Yield Group
Vermont
$88.4K
NIC
807
Northwest Investment Counselors
Oregon
$84K
CT
808
Clearstead Trust
Maine
$81.4K +$48.8K +532 +150%
CIA
809
Cape Investment Advisory
Georgia
$76.6K -$2.02K -22 -3%
PP
810
PFS Partners
New Jersey
$75.7K +$916 +10 +1%
SFSG
811
Sound Financial Strategies Group
Mississippi
$73.5K +$73.3K +800 New
BCM
812
BluePath Capital Management
Georgia
$70.5K +$70.4K +768 New
SWM
813
Sugarloaf Wealth Management
Georgia
$68.9K +$9.8K +107 +17%
BL
814
Balentine LLC
Georgia
$68.9K
FMP
815
Financial Management Professionals
Texas
$61K -$11.3M -123,243 -99%
CFD
816
Creative Financial Designs
Indiana
$45.6K +$6.51K +71 +17%
SIS
817
Sound Income Strategies
Florida
$41.1K
AWM
818
Avior Wealth Management
Nebraska
$39.4K -$4.21K -46 -10%
JWM
819
Janiczek Wealth Management
Colorado
$37.2K +$21.9K +239 +144%
HGERS
820
Householder Group Estate & Retirement Specialist
Arizona
$37K +$36.9K +403 New
AP
821
Atwood & Palmer
Missouri
$36.7K
UFF
822
USA Financial Formulas
Michigan
$35.3K +$35.2K +384 New
WAM
823
WFA Asset Management
Wisconsin
$33.9K
CWM
824
CarsonAllaria Wealth Management
Illinois
$33.1K +$33K +360 New
FFA
825
Founders Financial Alliance
North Carolina
$30.9K -$96.3K -1,051 -76%

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.