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

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: 9661,027 (+61)

4% more funds holding in top 10

Funds holding in top 10: 160166 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.57B +$254M +2,767,731 +19%
Bank of America
2
Bank of America
North Carolina
$1.5B +$32.9M +359,321 +2%
LPL Financial
3
LPL Financial
California
$915M +$54.1M +590,240 +6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$693M +$55.8M +609,516 +9%
UBS Group
5
UBS Group
Switzerland
$631M -$119M -1,303,490 -16%
CWP
6
Capital Wealth Planning
Florida
$540M +$87.4M +954,437 +19%
Wells Fargo
7
Wells Fargo
California
$530M +$3.51M +38,289 +0.7%
Truist Financial
8
Truist Financial
North Carolina
$479M -$78.8M -860,293 -14%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$469M +$18.5M +202,414 +4%
Stifel Financial
10
Stifel Financial
Missouri
$410M +$4.68M +51,035 +1%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$345M -$288M -3,144,938 -46%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$289M -$14.2M -154,746 -5%
Capital International Investors
13
Capital International Investors
California
$278M -$35.4M -386,876 -11%
Osaic Holdings
14
Osaic Holdings
Arizona
$259M -$1.01M -11,008 -0.4%
BCMIO
15
Beacon Capital Management Inc (Ohio)
Ohio
$204M +$383K +4,182 +0.2%
BBVA
16
Banco Bilbao Vizcaya Argentaria
Spain
$197M +$45.8M +500,411 +31%
Ameriprise
17
Ameriprise
Minnesota
$181M -$62.1M -678,343 -26%
OAM
18
Oppenheimer Asset Management
New York
$180M +$16.5M +180,139 +10%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$169M -$4.51M -49,235 -3%
SEI Investments
20
SEI Investments
Pennsylvania
$158M -$1.25M -13,693 -0.8%
PCIG
21
Partners Capital Investment Group
Massachusetts
$152M +$41.4M +451,358 +37%
FIA
22
Foundations Investment Advisors
Arizona
$139M +$12.1M +132,098 +10%
HCM
23
Howard Capital Management
Georgia
$138M +$1.87M +20,378 +1%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$136M +$8M +87,318 +6%
Creative Planning
25
Creative Planning
Kansas
$108M +$8.23M +89,794 +8%

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.