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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
HPC
76
HM Payson & Co
Maine
$2.7M +$2.69M +27,131 New
AI
77
Atria Investments
North Carolina
$2.54M -$4.36M -43,901 -63%
SIM
78
Studio Investment Management
Illinois
$2.49M +$2.46M +24,746 +9,666%
OBWG
79
Onyx Bridge Wealth Group
New York
$2.43M +$512K +5,159 +27%
KAS
80
Kestra Advisory Services
Texas
$2.42M +$534K +5,375 +28%
OWM
81
OneAscent Wealth Management
Alabama
$2.34M +$221K +2,224 +10%
SWA
82
Stratos Wealth Advisors
Ohio
$2.33M +$176K +1,774 +8%
AFP
83
Alpha Financial Partners
Kentucky
$2.15M +$1.29M +13,014 +152%
TC
84
TownSquare Capital
Utah
$2.13M -$567K -5,713 -21%
TCWM
85
Total Clarity Wealth Management
Illinois
$2.06M +$2.05M +20,665 New
JCM
86
Jacobi Capital Management
Pennsylvania
$1.91M -$508K -5,118 -21%
PPP
87
Private Portfolio Partners
New Jersey
$1.79M +$368K +3,705 +26%
FHA
88
Flagship Harbor Advisors
Massachusetts
$1.57M -$12.6M -126,796 -89%
PCM
89
Parsons Capital Management
Rhode Island
$1.44M +$51.1K +515 +4%
KBFS
90
Kohmann Bosshard Financial Services
Ohio
$1.22M +$12.4K +125 +1%
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$1.19M +$76.2K +767 +7%
TWD
92
True Wealth Design
Ohio
$1.17M +$24.6K +248 +2%
SSWM
93
Sheets Smith Wealth Management
North Carolina
$1.14M -$52.6K -530 -4%
WEG
94
World Equity Group
Illinois
$1.1M +$469K +4,725 +75%
WA
95
WBH Advisory
Maryland
$1.07M -$167K -1,678 -13%
KPWS
96
Kestra Private Wealth Services
Texas
$1.05M +$713K +7,185 +216%
Mariner
97
Mariner
Kansas
$1.02M +$1.02M +10,224 New
Cetera Investment Advisers
98
Cetera Investment Advisers
Illinois
$1.01M -$6.55K -66 -0.6%
CCFM
99
Clear Creek Financial Management
Washington
$1.01M -$79.7K -803 -7%
BCI
100
Brinker Capital Investments
Pennsylvania
$1M +$68K +685 +7%

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.