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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
AI
76
Auour Investments
Massachusetts
$3.99M +$490K +4,942 +14%
SWP
77
Stratos Wealth Partners
Ohio
$3.89M -$6.16M -62,102 -61%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$3.77M -$3.45M -34,804 -48%
Citadel Advisors
79
Citadel Advisors
Florida
$3.66M -$1.24M -12,503 -25%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$3.61M -$1.05M -10,544 -23%
VRM
81
Vectors Research Management
New York
$3.44M +$2.83M +28,521 +458%
CC
82
Courier Capital
New York
$3.44M +$2.81M +28,343 +455%
SIM
83
Studio Investment Management
Illinois
$3.21M +$728K +7,332 +29%
DWMG
84
DB Wealth Management Group
California
$3.14M -$101K -1,017 -3%
WAM
85
WealthTrust Asset Management
Florida
$3.06M -$1.48M -14,864 -33%
IA
86
IFP Advisors
Florida
$3.02M -$1.49K -15 -0%
WWM
87
WJ Wealth Management
Arizona
$3.01M -$239K -2,406 -7%
AFP
88
Alpha Financial Partners
Kentucky
$2.55M +$403K +4,060 +19%
OBWG
89
Onyx Bridge Wealth Group
New York
$2.55M +$117K +1,176 +5%
TC
90
TownSquare Capital
Utah
$2.53M +$407K +4,101 +19%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$2.53M -$1.13M -11,365 -31%
PPP
92
Private Portfolio Partners
New Jersey
$2.48M +$688K +6,928 +38%
SWA
93
Stratos Wealth Advisors
Ohio
$2.45M +$116K +1,172 +5%
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$2.44M -$1.89M -19,040 -44%
TCWM
95
Total Clarity Wealth Management
Illinois
$2.27M +$211K +2,124 +10%
Cetera Investment Advisers
96
Cetera Investment Advisers
Illinois
$2.26M +$1.25M +12,585 +124%
OWM
97
OneAscent Wealth Management
Alabama
$2.25M -$92.4K -931 -4%
AI
98
Atria Investments
North Carolina
$2.22M -$325K -3,270 -13%
PVI
99
Pine Valley Investments
New Jersey
$2.19M +$2.18M +21,977 New
UBS Group
100
UBS Group
Switzerland
$2.07M -$1.92M -19,389 -48%

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.