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SPDR Bloomberg 3-12 Month T-Bill ETF
BILS

Overview Fund Activity

201 hedge funds and large institutions have $1.85B invested in SPDR Bloomberg 3-12 Month T-Bill ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 97 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+22
Holders Change %
+12.29%
% 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
97
Reduced
54
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HPC
1
HM Payson & Co
Maine
$97.8M
2
Cerity Partners
2
Cerity Partners
New York
$80.1M
3
ACM
3
Advance Capital Management
Michigan
$45.6M
4
Bank of America
4
Bank of America
North Carolina
$156M
5
CCM
5
Coldstream Capital Management
Washington
$35.3M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.64M
2
RIG
2
RiverFront Investment Group
Virginia
$0
3
TWM
3
TMD Wealth Management
Arizona
$16.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$23.7M
5
BCMIO
5
Beacon Capital Management Inc (Ohio)
Ohio
$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
51
KPP Advisory Services
Kentucky
$7.7M +$7.7M +77,447 New
IWC
52
Integrated Wealth Concepts
Massachusetts
$7.44M +$2.05M +20,573 +38%
VFA
53
Values First Advisors
Tennessee
$7.37M +$337K +3,390 +5%
EH
54
Equitable Holdings
New York
$6.93M -$123K -1,233 -2%
MCC
55
Money Concepts Capital
Florida
$6.85M -$2.9M -29,122 -30%
AFAS
56
Acorn Financial Advisory Services
Virginia
$6.64M +$6.64M +66,768 New
KAS
57
Kestra Advisory Services
Texas
$5.87M +$3.46M +34,757 +143%
ST
58
Smithfield Trust
Pennsylvania
$5.7M +$5.7M +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 -$640K -6,435 -10%
FCA
61
Fortis Capital Advisors
Kansas
$5.52M -$640K -6,435 -10%
CFG
62
Carr Financial Group
Massachusetts
$5.48M +$1.38M +13,946 +34%
RA
63
RiverTree Advisors
Florida
$5.26M +$4.84M +48,706 +1,165%
DJSG
64
D.J. St. Germain
Massachusetts
$5.25M +$4.99M +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 +$649K +6,524 +15%
IIA
68
IPG Investment Advisors
California
$4.77M +$4.77M +48,000 New
CF
69
Convergence Financial
Missouri
$4.66M +$1.37M +13,801 +42%
Jane Street
70
Jane Street
New York
$4.64M -$71.7M -721,580 -94%
IWM
71
Iams Wealth Management
Nebraska
$4.62M +$4.62M +46,445 New
TLP
72
Trinity Legacy Partners
Texas
$4.48M -$1.62M -16,311 -27%
GFS
73
GYL Financial Synergies
Connecticut
$4.46M +$314K +3,155 +8%
CWM
74
Curi Wealth Management
North Carolina
$4.21M – – –
CA
75
CoreCap Advisors
Michigan
$4.09M +$189K +1,904 +5%
1 2
3
4 5