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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
VAS
126
Vestmark Advisory Solutions
Massachusetts
$480K +$480K +4,830 New
CW
127
CreativeOne Wealth
Kansas
$474K +$55.2K +556 +13%
SFP
128
Shepherd Financial Partners
Massachusetts
$465K
WAP
129
Wealthcare Advisory Partners
Pennsylvania
$458K +$47.5K +478 +12%
MIG
130
McGuire Investment Group
Rhode Island
$451K +$451K +4,537 New
TI
131
Tidal Investments
Wisconsin
$418K +$418K +4,206 New
RA
132
RiverTree Advisors
Florida
$416K +$415K +4,179 New
WAM
133
Worth Asset Management
Texas
$414K -$695 -7 -0.2%
LL
134
LWMG LLC
Minnesota
$405K +$404K +4,068 New
MA
135
MONECO Advisors
Connecticut
$401K -$147K -1,479 -27%
SWM
136
Stapp Wealth Management
Washington
$395K +$394K +3,972 New
AA
137
Alesco Advisors
New York
$391K +$390K +3,930 New
RH
138
RFG Holdings
Texas
$383K
JP Morgan Chase
139
JP Morgan Chase
New York
$372K +$371K +3,737 New
MA
140
Mutual Advisors
Nebraska
$366K -$92.1K -927 -20%
BTWM
141
Baker Tilly Wealth Management
Wisconsin
$365K +$365K +3,672 New
AFO
142
Arrowroot Family Office
California
$356K +$21.1K +212 +6%
Wells Fargo
143
Wells Fargo
California
$342K +$342K +3,443 New
BWL
144
Beacon Wealthcare LLC
North Carolina
$333K +$332K +3,345 New
PWG
145
Portside Wealth Group
Utah
$327K +$326K +3,286 New
BRWA
146
B. Riley Wealth Advisors
Florida
$316K -$80K -806 -20%
AAS
147
Avantax Advisory Services
Texas
$316K +$315K +3,174 New
Koshinski Asset Management
148
Koshinski Asset Management
Illinois
$315K +$315K +3,172 New
HWP
149
Highline Wealth Partners
California
$300K +$299K +3,012 New
UCFA
150
United Capital Financial Advisors
Texas
$299K +$298K +3,003 New

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.