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

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: 966 → 1,027 (+61)

4% more funds holding in top 10

Funds holding in top 10: 160 → 166 (+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

Top Buyers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
+$1.42B
2
Morgan Stanley
Morgan Stanley
New York
+$254M
3
CWP
Capital Wealth Planning
Florida
+$87.4M
4
BlackRock
BlackRock
New York
+$73.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$55.8M

Top Sellers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$288M
2
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$166M
3
UBS Group
UBS Group
Switzerland
-$119M
4
LLWM
Life Line Wealth Management
California
-$97.2M
5
SCP
Sandhill Capital Partners
New York
-$89.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
UAG
876
United Advisor Group
Ohio
$233K +$232K +2,537 New
EAM
877
Empirical Asset Management
Massachusetts
$231K +$231K +2,521 New
SIM
878
Stratos Investment Management
Ohio
$230K -$254K -2,769 -52%
UW
879
Unique Wealth
Florida
$227K – – –
GWM
880
Greenwich Wealth Management
Connecticut
$227K +$226K +2,470 New
WCM
881
WealthBridge Capital Management
Ohio
$223K +$223K +2,435 New
AO
882
Advisor OS
Illinois
$222K -$901K -9,834 -80%
OPCM
883
Osborne Partners Capital Management
California
$217K +$216K +2,361 New
LL
884
LPWM LLC
Minnesota
$215K +$215K +2,350 New
FCG
885
Fielder Capital Group
Tennessee
$215K +$214K +2,340 New
LA
886
Latitude Advisors
Florida
$214K +$6.5K +71 +3%
BTWM
887
Baker Tilly Wealth Management
Wisconsin
$212K +$212K +2,315 New
FFA
888
Florida Financial Advisors
Florida
$212K +$212K +2,311 New
BAM
889
Byrne Asset Management
New Jersey
$211K -$175K -1,915 Closed
BDWCC
890
B&D White Capital Company
Texas
$210K – – –
LAS
891
Lloyd Advisory Services
Georgia
$210K +$210K +2,287 New
Jones Financial Companies
892
Jones Financial Companies
Missouri
$210K +$209K +2,285 New
IP
893
Ignite Planners
California
$207K +$207K +2,261 New
CIBC Private Wealth Group
894
CIBC Private Wealth Group
Georgia
$205K +$1.92K +21 +0.9%
FA
895
Fiducient Advisors
Illinois
$205K +$2.47K +27 +1%
LSPW
896
Lake Street Private Wealth
Illinois
$205K +$2.56K +28 +1%
RVPG
897
Relative Value Partners Group
$205K +$204K +2,230 New
WMWM
898
Whitaker-Myers Wealth Managers
Ohio
$205K +$204K +2,229 New
PF
899
Parker Financial
Washington
$204K -$18.4K -201 -8%
AG
900
Advocate Group
Minnesota
$204K +$203K +2,219 New
34 35
36
37 38

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.