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

849 hedge funds and large institutions have $17.2B invested in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in 2023 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 299 increasing their positions, 331 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 77

7% more funds holding

Funds holding: 791849 (+58)

1% more funds holding in top 10

Funds holding in top 10: 160161 (+1)

10% less repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 331

6.49% less ownership

Funds ownership: 66.85%60.37% (-6.5%)

14% less capital invested

Capital invested by funds: $20B → $17.2B (-$2.77B)

71% less call options, than puts

Call options by funds: $2.18M | Put options by funds: $7.43M

Holders
849
Holders Change
+58
Holders Change %
+7.33%
% of All Funds
13.33%
Holding in Top 10
161
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.63%
% of All Funds
2.53%
New
143
Increased
299
Reduced
331
Closed
77
Calls
$2.18M
Puts
$7.43M
Net Calls
-$5.25M
Net Calls Change
-$4.75M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.55B -$13.4M -146,402 -0.9%
Bank of America
2
Bank of America
North Carolina
$1.36B -$64.2M -700,720 -5%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$914M +$104M +1,131,260 +13%
UBS Group
4
UBS Group
Switzerland
$655M -$38.5M -420,477 -6%
LPL Financial
5
LPL Financial
California
$636M -$5.27M -57,521 -0.8%
Truist Financial
6
Truist Financial
North Carolina
$531M +$6.29M +68,703 +1%
Wells Fargo
7
Wells Fargo
California
$489M -$44.3M -483,499 -8%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$418M -$25M -272,862 -6%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$407M -$486M -5,301,655 -54%
Stifel Financial
10
Stifel Financial
Missouri
$403M -$17.4M -189,792 -4%
CWP
11
Capital Wealth Planning
Florida
$329M +$74.4M +812,357 +29%
Ameriprise
12
Ameriprise
Minnesota
$286M -$398M -4,348,443 -58%
AWM
13
AE Wealth Management
Kansas
$272M -$112M -1,223,953 -29%
Osaic Holdings
14
Osaic Holdings
Arizona
$252M +$55.5M +605,923 +28%
WS
15
Wedbush Securities
California
$206M +$151M +1,652,759 +281%
BBVA
16
Banco Bilbao Vizcaya Argentaria
Spain
$197M -$28.9M -315,410 -13%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$185M +$31.6M +344,554 +21%
GM
18
GeoWealth Management
Illinois
$182M +$3.91M +42,646 +2%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$166M +$12.5M +135,984 +8%
FIA
20
Foundations Investment Advisors
Arizona
$147M +$44M +480,374 +43%
SEI Investments
21
SEI Investments
Pennsylvania
$147M -$51.3K -560 -0%
OAM
22
Oppenheimer Asset Management
New York
$143M +$9.53M +103,998 +7%
CIAS
23
Capital Investment Advisory Services
North Carolina
$140M +$122M +1,327,204 +679%
Jane Street
24
Jane Street
New York
$137M -$59.2M -646,403 -30%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$130M -$41.5M -453,330 -24%

BIL Hedge Fund Activity: Q2 2023 in Review

849 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) for Q2 2023, worth a combined $17.2B — down 14% from $20B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new BIL positions and 77 closed out — a net gain of 66 holders — while 299 added to existing stakes and 331 trimmed.

The largest buyer was Wedbush Securities, adding an estimated $151M. The largest seller was Envestnet Asset Management, cutting an estimated $486M.

  • 849 institutional investors held State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) as of Q2 2023, up from 791 in Q1 2023.
  • Funds reported $17.2B of State Street SPDR Bloomberg 1-3 Month T-Bill ETF stock for Q2 2023, down 14% quarter-over-quarter.
  • 143 funds opened new State Street SPDR Bloomberg 1-3 Month T-Bill ETF positions in Q2 2023 and 77 closed out, a net change of +66 holders.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF buyer in Q2 2023 was Wedbush Securities, an estimated $151M added.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF seller in Q2 2023 was Envestnet Asset Management, an estimated $486M sold.

Based on aggregated 13F filings for Q2 2023.