We are live on ! Find out more
BILS icon

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

202 hedge funds and large institutions have $1.85B invested in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 98 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 15

81% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 54

50% more funds holding in top 10

Funds holding in top 10: 1624 (+8)

18% more capital invested

Capital invested by funds: $1.56B → $1.85B (+$288M)

12% more funds holding

Funds holding: 180202 (+22)

1.52% more ownership

Funds ownership: 66.78%68.3% (+1.5%)

Holders
202
Holders Change
+22
Holders Change %
+12.22%
% of All Funds
3.21%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.38%
New
39
Increased
98
Reduced
54
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
51
KPP Advisory Services
Kentucky
$7.7M +$7.69M +77,447 New
IWC
52
Integrated Wealth Concepts
Massachusetts
$7.44M +$2.04M +20,573 +38%
VFA
53
Values First Advisors
Tennessee
$7.37M +$336K +3,390 +5%
EH
54
Equitable Holdings
New York
$6.93M -$122K -1,233 -2%
MCC
55
Money Concepts Capital
Florida
$6.85M -$2.89M -29,122 -30%
AFAS
56
Acorn Financial Advisory Services
Virginia
$6.64M +$6.63M +66,768 New
KAS
57
Kestra Advisory Services
Texas
$5.87M +$3.45M +34,757 +143%
ST
58
Smithfield Trust
Pennsylvania
$5.7M +$5.68M +57,280 New
FAIM
59
Financial Advocates Investment Management
Washington
$5.64M +$1.36M +13,721 +32%
BAM
60
Belpointe Asset Management
Nevada
$5.52M -$639K -6,435 -10%
FCA
61
Fortis Capital Advisors
Kansas
$5.52M -$639K -6,435 -10%
CFG
62
Carr Financial Group
Massachusetts
$5.48M +$1.38M +13,946 +34%
RA
63
RiverTree Advisors
Florida
$5.26M +$4.83M +48,706 +1,165%
DJSG
64
D.J. St. Germain
Massachusetts
$5.25M +$4.98M +50,159 +1,922%
KC
65
Kingfisher Capital
North Carolina
$5.21M -$120K -1,210 -2%
AAS
66
Ameritas Advisory Services
Nebraska
$4.93M +$4.93M +49,633 New
MML Investors Services
67
MML Investors Services
Massachusetts
$4.85M +$647K +6,524 +15%
IIA
68
IPG Investment Advisors
California
$4.77M +$4.76M +48,000 New
CF
69
Convergence Financial
Missouri
$4.66M +$1.37M +13,801 +42%
Jane Street
70
Jane Street
New York
$4.64M -$71.6M -721,580 -94%
IWM
71
Iams Wealth Management
Nebraska
$4.62M +$4.61M +46,445 New
TLP
72
Trinity Legacy Partners
Texas
$4.48M -$1.62M -16,311 -27%
GFS
73
GYL Financial Synergies
Connecticut
$4.46M +$313K +3,155 +8%
CWM
74
Curi Wealth Management
North Carolina
$4.21M
CA
75
CoreCap Advisors
Michigan
$4.09M +$189K +1,904 +5%

BILS Hedge Fund Activity: Q3 2023 in Review

202 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) for Q3 2023, worth a combined $1.85B — up 18% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new BILS positions and 15 closed out — a net gain of 24 holders — while 98 added to existing stakes and 54 trimmed.

The largest buyer was HM Payson & Co, adding an estimated $94.9M. The largest seller was Jane Street, cutting an estimated $71.6M.

  • 202 institutional investors held State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) as of Q3 2023, up from 180 in Q2 2023.
  • Funds reported $1.85B of State Street SPDR Bloomberg 3-12 Month T-Bill ETF stock for Q3 2023, up 18% quarter-over-quarter.
  • 39 funds opened new State Street SPDR Bloomberg 3-12 Month T-Bill ETF positions in Q3 2023 and 15 closed out, a net change of +24 holders.
  • The largest State Street SPDR Bloomberg 3-12 Month T-Bill ETF buyer in Q3 2023 was HM Payson & Co, an estimated $94.9M added.
  • The largest State Street SPDR Bloomberg 3-12 Month T-Bill ETF seller in Q3 2023 was Jane Street, an estimated $71.6M sold.

Based on aggregated 13F filings for Q3 2023.