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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
OPS
101
Orion Portfolio Solutions
Nebraska
$1M +$68K +685 +7%
Lido Advisors
102
Lido Advisors
California
$1M +$1M +10,093 New
IFG
103
Independent Financial Group
California
$993K +$241K +2,431 +32%
CSPIA
104
Cary Street Partners Investment Advisory
Virginia
$991K +$989K +9,964 New
CAL
105
Capital Advisors Ltd
Ohio
$880K +$195K +1,959 +28%
WP
106
WealthShield Partners
North Carolina
$787K +$786K +7,916 New
Stifel Financial
107
Stifel Financial
Missouri
$769K +$768K +7,733 New
CA
108
Cetera Advisors
Colorado
$726K +$725K +7,300 New
AC
109
Anson Capital
Georgia
$717K +$476K +4,791 +198%
RJFSA
110
Raymond James Financial Services Advisors
Florida
$702K +$87.4K +880 +14%
ADL
111
Asset Dedication LLC
California
$681K +$562K +5,662 +477%
JFG
112
Jefferies Financial Group
New York
$643K -$2.8M -28,166 -81%
MA
113
MCF Advisors
Kentucky
$625K +$105K +1,057 +20%
TSS
114
Two Sigma Securities
New York
$622K +$621K +6,254 New
CC
115
Courier Capital
New York
$619K +$618K +6,224 New
GM
116
GeoWealth Management
Illinois
$619K +$618K +6,219 New
VRM
117
Vectors Research Management
New York
$619K +$618K +6,224 New
SFA
118
Source Financial Advisors
New York
$619K +$618K +6,219 New
IWM
119
IHT Wealth Management
Illinois
$612K +$611K +6,150 New
CP
120
Castleview Partners
Texas
$605K -$312K -3,146 -34%
KFGK
121
Keystone Financial Group (Kentucky)
Kentucky
$599K +$598K +6,026 New
PHS
122
Pekin Hardy Strauss
Illinois
$585K -$259K -2,608 -31%
VA
123
Valmark Advisers
Ohio
$549K +$215K +2,166 +65%
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$538K +$537K +5,411 New
VPP
125
Vertex Planning Partners
Illinois
$504K +$113K +1,134 +29%

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.