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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
Morgan Stanley
1
Morgan Stanley
New York
$1.48B -$69.9M -762,835 -5%
Bank of America
2
Bank of America
North Carolina
$1.37B +$8.51M +92,916 +0.6%
CS
3
Credit Suisse
Switzerland
$1.01B +$40.5K +442 +0.8%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$847M -$66.9M -730,569 -7%
LPL Financial
5
LPL Financial
California
$785M +$149M +1,623,239 +23%
UBS Group
6
UBS Group
Switzerland
$606M -$49M -534,641 -7%
Wells Fargo
7
Wells Fargo
California
$511M +$22.9M +249,792 +5%
Truist Financial
8
Truist Financial
North Carolina
$491M -$40.2M -438,527 -8%
CWP
9
Capital Wealth Planning
Florida
$488M +$159M +1,730,491 +48%
Stifel Financial
10
Stifel Financial
Missouri
$437M +$33.8M +368,655 +8%
Ameriprise
11
Ameriprise
Minnesota
$423M +$136M +1,484,395 +47%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$422M +$4.05M +44,153 +1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$397M -$9.71M -105,992 -2%
Osaic Holdings
14
Osaic Holdings
Arizona
$321M +$68.5M +747,534 +27%
AWM
15
AE Wealth Management
Kansas
$300M +$27.8M +303,461 +10%
BBVA
16
Banco Bilbao Vizcaya Argentaria
Spain
$191M -$3.93M -42,927 -2%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$191M +$6.17M +67,383 +3%
Eagle Capital Management (New York)
18
Eagle Capital Management (New York)
New York
$182M +$166M +1,808,726 +1,065%
OAM
19
Oppenheimer Asset Management
New York
$162M +$18.3M +199,519 +13%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$155M +$25.2M +274,858 +19%
FIA
21
Foundations Investment Advisors
Arizona
$153M +$6.12M +66,739 +4%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$153M -$12.3M -134,414 -7%
SEI Investments
23
SEI Investments
Pennsylvania
$147M +$11.6K +127 +0%
CIAS
24
Capital Investment Advisory Services
North Carolina
$144M +$4.19M +45,762 +3%
EH
25
Equitable Holdings
New York
$106M +$62.7M +684,424 +145%

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.