State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
128 hedge funds and large institutions have $968M invested in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 42 increasing their positions, 10 reducing their positions, and 9 closing their positions.
733% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 9
320% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 10
180% more funds holding in top 10
Funds holding in top 10: 5 → 14 (+9)
163% more capital invested
Capital invested by funds: $368M → $968M (+$600M)
103% more funds holding
Funds holding: 63 → 128 (+65)
4.12% more ownership
Funds ownership: 58.69% → 62.81% (+4.1%)
3% less call options, than puts
Call options by funds: $319K | Put options by funds: $329K
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$85.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$79.2M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$63.3M |
| 4 |
TWM
TMD Wealth Management
Scottsdale,
Arizona
|
+$40.9M |
| 5 |
WPW
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
+$22.9M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
126
Allworth Financial
Folsom,
California
| $15.2K | +$15.2K | +153 | New |
|
127
Belvedere Trading
Chicago,
Illinois
| $11.6K | +$11.5K | +116 | New |
|
|
OLVIG
128
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| $797 | +$795 | +8 | New |
|
|
SWM
129
Stapp Wealth Management
Olympia,
Washington
| – | -$6.25M | -62,892 | Closed |
|
|
SW
130
SVB Wealth
Boston,
Massachusetts
| – | -$2.42M | -24,358 | Closed |
|
|
G
131
GenTrust
Miami,
Florida
| – | -$1.49M | -15,047 | Closed |
|
|
FLA
132
Financial Life Advisors
San Antonio,
Texas
| – | -$825K | -8,312 | Closed |
|
|
EFL
133
ERn Financial LLC
Middleton,
Wisconsin
| – | -$759K | -7,643 | Closed |
|
134
Vontobel Holding
Zurich,
Switzerland
| – | -$496K | -5,000 | Closed |
|
|
SPC
135
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$276K | -2,776 | Closed |
|
136
UBS Group
Zurich,
Switzerland
| – | -$73.8K | -743 | Closed |
|
|
JIR
137
James Investment Research
Alpha,
Ohio
| – | -$20K | -200 | Closed |
|
BILS Hedge Fund Activity: Q1 2023 in Review
128 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) for Q1 2023, worth a combined $968M — up 163% from $368M a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new BILS positions and 9 closed out — a net gain of 66 holders — while 42 added to existing stakes and 10 trimmed.
The largest buyer was LPL Financial, adding an estimated $85.4M. The largest seller was Choate Investment Advisors, cutting an estimated $27.7M.
- 128 institutional investors held State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) as of Q1 2023, up from 63 in Q4 2022.
- Funds reported $968M of State Street SPDR Bloomberg 3-12 Month T-Bill ETF stock for Q1 2023, up 163% quarter-over-quarter.
- 75 funds opened new State Street SPDR Bloomberg 3-12 Month T-Bill ETF positions in Q1 2023 and 9 closed out, a net change of +66 holders.
- The largest State Street SPDR Bloomberg 3-12 Month T-Bill ETF buyer in Q1 2023 was LPL Financial, an estimated $85.4M added.
- The largest State Street SPDR Bloomberg 3-12 Month T-Bill ETF seller in Q1 2023 was Choate Investment Advisors, an estimated $27.7M sold.
Based on aggregated 13F filings for Q1 2023.