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

180 hedge funds and large institutions have $1.56B invested in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in 2023 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 76 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 10

100% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 38

61% more capital invested

Capital invested by funds: $968M → $1.56B (+$594M)

41% more funds holding

Funds holding: 128180 (+52)

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

3.97% more ownership

Funds ownership: 62.81%66.78% (+4%)

88% less call options, than puts

Call options by funds: $318K | Put options by funds: $2.63M

Holders
180
Holders Change
+52
Holders Change %
+40.63%
% of All Funds
2.83%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.25%
New
62
Increased
76
Reduced
38
Closed
10
Calls
$318K
Puts
$2.63M
Net Calls
-$2.31M
Net Calls Change
-$2.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
26
Ashton Thomas Private Wealth
Arizona
$13.3M -$912K -9,183 -6%
Truist Financial
27
Truist Financial
North Carolina
$13.3M +$9.55M +96,127 +258%
RJA
28
Raymond James & Associates
Florida
$13.2M +$8.9M +89,637 +210%
DWA
29
Delos Wealth Advisors
Texas
$12.5M +$329K +3,318 +3%
CAMG
30
CWA Asset Management Group
Florida
$11.7M -$4.75M -47,803 -29%
AC
31
AlphaCore Capital
California
$10.8M +$1.85M +18,669 +21%
TCFP
32
Treasure Coast Financial Planning
Florida
$10.6M +$9.55M +96,217 +949%
PAM
33
Peak Asset Management
Colorado
$10.5M -$3.49M -35,124 -25%
CF
34
Centaurus Financial
California
$10.3M -$113K -1,137 -1%
SWP
35
Stratos Wealth Partners
Ohio
$10.1M +$7.69M +77,399 +325%
MCC
36
Money Concepts Capital
Florida
$9.75M +$4.04M +40,683 +71%
CAN
37
Cetera Advisor Networks
California
$9.53M +$3.41M +34,313 +56%
PFS
38
Prospera Financial Services
Texas
$9.41M +$9.39M +94,563 New
AFG
39
Altiora Financial Group
Ohio
$9.25M +$2.44M +24,533 +36%
SWP
40
Strategic Wealth Partners
Ohio
$9.08M +$1.07M +10,772 +13%
CCM
41
Coldstream Capital Management
Washington
$9.06M +$9.04M +91,061 New
NA
42
NewEdge Advisors
Louisiana
$8.66M +$703K +7,078 +9%
EWA
43
EP Wealth Advisors
California
$8.6M -$10.5M -105,236 -51%
CIA
44
Choate Investment Advisors
Massachusetts
$8.1M -$16.2M -163,149 -67%
Cerity Partners
45
Cerity Partners
New York
$7.78M +$7.77M +78,235 New
WA
46
Waverly Advisors
Alabama
$7.76M -$288K -2,903 -4%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$7.23M +$5.96M +59,971 +472%
EH
48
Equitable Holdings
New York
$7.06M -$3.44M -34,643 -33%
VFA
49
Values First Advisors
Tennessee
$7.03M +$581K +5,851 +9%
BAM
50
Belpointe Asset Management
Nevada
$6.17M +$159K +1,601 +3%

BILS Hedge Fund Activity: Q2 2023 in Review

180 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) for Q2 2023, worth a combined $1.56B — up 61% from $968M a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new BILS positions and 10 closed out — a net gain of 52 holders — while 76 added to existing stakes and 38 trimmed.

The largest buyer was Jane Street, adding an estimated $68M. The largest seller was Choate Investment Advisors, cutting an estimated $16.2M.

  • 180 institutional investors held State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) as of Q2 2023, up from 128 in Q1 2023.
  • Funds reported $1.56B of State Street SPDR Bloomberg 3-12 Month T-Bill ETF stock for Q2 2023, up 61% quarter-over-quarter.
  • 62 funds opened new State Street SPDR Bloomberg 3-12 Month T-Bill ETF positions in Q2 2023 and 10 closed out, a net change of +52 holders.
  • The largest State Street SPDR Bloomberg 3-12 Month T-Bill ETF buyer in Q2 2023 was Jane Street, an estimated $68M added.
  • The largest State Street SPDR Bloomberg 3-12 Month T-Bill ETF seller in Q2 2023 was Choate Investment Advisors, an estimated $16.2M sold.

Based on aggregated 13F filings for Q2 2023.