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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
FCA
51
Fortis Capital Advisors
Kansas
$6.17M +$159K +1,601 +3%
TLP
52
Trinity Legacy Partners
Texas
$6.1M +$6.09M +61,320 New
IWC
53
Integrated Wealth Concepts
Massachusetts
$5.39M +$985K +9,918 +22%
KC
54
Kingfisher Capital
North Carolina
$5.33M +$20.8K +209 +0.4%
LSAG
55
Lake Street Advisors Group
New Hampshire
$5.06M -$489K -4,921 -9%
Citadel Advisors
56
Citadel Advisors
Florida
$4.9M +$2.07M +20,868 +73%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$4.66M +$234K +2,361 +5%
WAM
58
WealthTrust Asset Management
Florida
$4.54M +$4.54M +45,674 New
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$4.34M +$2.09M +21,077 +94%
FAIM
60
Financial Advocates Investment Management
Washington
$4.27M +$2.12M +21,387 +99%
AWM
61
AE Wealth Management
Kansas
$4.25M +$4.04M +40,677 +1,954%
CWM
62
Curi Wealth Management
North Carolina
$4.21M +$4.21M +42,373 New
MML Investors Services
63
MML Investors Services
Massachusetts
$4.21M +$1.6M +16,112 +62%
GFS
64
GYL Financial Synergies
Connecticut
$4.15M +$4.14M +41,690 New
CFG
65
Carr Financial Group
Massachusetts
$4.11M +$3.85M +38,745 +1,490%
PAG
66
Private Advisor Group
New Jersey
$4.04M -$43.3K -436 -1%
UBS Group
67
UBS Group
Switzerland
$4M +$4M +40,256 New
CA
68
CoreCap Advisors
Michigan
$3.9M +$3.89M +39,205 New
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$3.66M +$1.74M +17,548 +91%
AI
70
Auour Investments
Massachusetts
$3.51M +$3.5M +35,279 New
CF
71
Convergence Financial
Missouri
$3.29M +$3.28M +33,062 New
WWM
72
WJ Wealth Management
Arizona
$3.25M +$1.28M +12,903 +65%
DWMG
73
DB Wealth Management Group
California
$3.25M -$4.67K -47 -0.1%
IA
74
IFP Advisors
Florida
$3.02M -$360K -3,622 -11%
SFSG
75
Sound Financial Strategies Group
Mississippi
$2.93M +$2.06M +20,705 +237%

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.