State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
244 hedge funds and large institutions have $1.9B invested in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 94 increasing their positions, 97 reducing their positions, and 34 closing their positions.
26% more funds holding in top 10
Funds holding in top 10: 19 → 24 (+5)
9% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 34
2% more capital invested
Capital invested by funds: $1.86B → $1.9B (+$39.5M)
0.13% more ownership
Funds ownership: 67.2% → 67.33% (+0.13%)
0% more funds holding
Funds holding: 244 → 244 (0)
3% less repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 97
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCIG
Partners Capital Investment Group
Boston,
Massachusetts
|
+$41M |
| 2 |
MIM
Miller Investment Management
West Conshohocken,
Pennsylvania
|
+$41M |
| 3 |
LPL Financial
San Diego,
California
|
+$30.7M |
| 4 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
+$22.7M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$17.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NWM
Napa Wealth Management
Napa,
California
|
-$42.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$29.4M |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$18.1M |
| 4 |
KLI
Kelman-Lazarov Inc
Memphis,
Tennessee
|
-$13.2M |
| 5 |
LSAG
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
-$11.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAP
276
Arax Advisory Partners
Denver,
Colorado
| – | -$1.79K | -18 | Closed |
|
277
AssetMark Inc
Concord,
California
| – | -$895 | -9 | Closed |
|
|
GI
278
Gradient Investments
Arden Hills,
Minnesota
| – | -$92 | -1 | Closed |
|
BILS Hedge Fund Activity: Q2 2024 in Review
244 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) for Q2 2024, worth a combined $1.9B — up 2.1% from $1.86B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new BILS positions and 34 closed out — a net gain of 3 holders — while 94 added to existing stakes and 97 trimmed.
The largest buyer was Partners Capital Investment Group, adding an estimated $41M. The largest seller was Napa Wealth Management, cutting an estimated $42.6M.
- 244 institutional investors held State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $1.9B of State Street SPDR Bloomberg 3-12 Month T-Bill ETF stock for Q2 2024, up 2.1% quarter-over-quarter.
- 37 funds opened new State Street SPDR Bloomberg 3-12 Month T-Bill ETF positions in Q2 2024 and 34 closed out, a net change of +3 holders.
- The largest State Street SPDR Bloomberg 3-12 Month T-Bill ETF buyer in Q2 2024 was Partners Capital Investment Group, an estimated $41M added.
- The largest State Street SPDR Bloomberg 3-12 Month T-Bill ETF seller in Q2 2024 was Napa Wealth Management, an estimated $42.6M sold.
Based on aggregated 13F filings for Q2 2024.