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State Street SPDR Bloomberg 3-12 Month T-Bill ETF

63 hedge funds and large institutions have $368M invested in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,467% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 3

656% more capital invested

Capital invested by funds: $48.7M → $368M (+$320M)

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

400% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 2

232% more funds holding

Funds holding: 1963 (+44)

21.07% more ownership

Funds ownership: 37.62%58.69% (+21%)

Holders
63
Holders Change
+44
Holders Change %
+231.58%
% of All Funds
1.01%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.08%
New
47
Increased
10
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$2.32M +$2.32M +23,361 New
MML Investors Services
27
MML Investors Services
Massachusetts
$1.51M +$1.52M +15,255 New
CF
28
Centaurus Financial
California
$1.5M +$1.5M +15,065 New
G
29
GenTrust
Florida
$1.49M +$1.5M +15,047 New
ADL
30
Asset Dedication LLC
California
$1.29M +$1.29M +12,985 New
PCM
31
Parsons Capital Management
Rhode Island
$1.28M +$1.28M +12,895 New
TC
32
TownSquare Capital
Utah
$1.28M +$1.28M +12,859 New
TWD
33
True Wealth Design
Ohio
$1.18M +$1.18M +11,910 New
KAS
34
Kestra Advisory Services
Texas
$1.07M +$1.07M +10,733 New
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$1.02M +$1.02M +10,245 New
BWM
36
BCGM Wealth Management
Indiana
$993K
WWM
37
WJ Wealth Management
Arizona
$974K +$975K +9,810 New
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$929K +$930K +9,355 New
KBFS
39
Kohmann Bosshard Financial Services
Ohio
$905K +$905K +9,111 New
CP
40
Castleview Partners
Texas
$858K +$39.7K +400 +5%
FLA
41
Financial Life Advisors
Texas
$825K +$301K +3,029 +57%
JCM
42
Jacobi Capital Management
Pennsylvania
$784K +$785K +7,898 New
EFL
43
ERn Financial LLC
Wisconsin
$759K +$759K +7,643 New
OPS
44
Orion Portfolio Solutions
Nebraska
$704K +$704K +7,089 New
KFGK
45
Keystone Financial Group (Kentucky)
Kentucky
$698K +$698K +7,026 New
OBWG
46
Onyx Bridge Wealth Group
New York
$594K +$594K +5,978 New
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$561K +$561K +5,650 New
SSWM
48
Sheets Smith Wealth Management
North Carolina
$531K +$531K +5,345 New
Vontobel Holding
49
Vontobel Holding
Switzerland
$496K +$497K +5,000 New
MA
50
Mutual Advisors
Nebraska
$387K +$387K +3,894 New

BILS Hedge Fund Activity: Q4 2022 in Review

63 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) for Q4 2022, worth a combined $368M — up 656% from $48.7M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new BILS positions and 3 closed out — a net gain of 44 holders — while 10 added to existing stakes and 2 trimmed.

The largest buyer was AJ Wealth Strategies, opening a new position worth an estimated $64.5M. The largest seller was Jane Street, exiting entirely with an estimated $3.87M sold.

  • 63 institutional investors held State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) as of Q4 2022, up from 19 in Q3 2022.
  • Funds reported $368M of State Street SPDR Bloomberg 3-12 Month T-Bill ETF stock for Q4 2022, up 656% quarter-over-quarter.
  • 47 funds opened new State Street SPDR Bloomberg 3-12 Month T-Bill ETF positions in Q4 2022 and 3 closed out, a net change of +44 holders.
  • The largest State Street SPDR Bloomberg 3-12 Month T-Bill ETF buyer in Q4 2022 was AJ Wealth Strategies, an estimated $64.5M added.
  • The largest State Street SPDR Bloomberg 3-12 Month T-Bill ETF seller in Q4 2022 was Jane Street, an estimated $3.87M sold.

Based on aggregated 13F filings for Q4 2022.