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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
AWA
126
Arete Wealth Advisors
Illinois
$934K +$932K +9,391 New
AC
127
Anson Capital
Georgia
$932K +$214K +2,161 +30%
FTUS
128
Flow Traders U.S.
New York
$912K +$910K +9,172 New
I2I
129
Insight 2811 Inc
Illinois
$900K +$898K +9,053 New
UCFA
130
United Capital Financial Advisors
Texas
$846K +$546K +5,506 +183%
CSPIA
131
Cary Street Partners Investment Advisory
Virginia
$838K -$153K -1,537 -15%
BWL
132
Beacon Wealthcare LLC
North Carolina
$821K +$488K +4,917 +147%
TWD
133
True Wealth Design
Ohio
$796K -$374K -3,768 -32%
OIA
134
OneDigital Investment Advisors
Kansas
$788K +$787K +7,926 New
FLPIM
135
F.L. Putnam Investment Management
Massachusetts
$743K +$742K +7,475 New
PHS
136
Pekin Hardy Strauss
Illinois
$742K +$157K +1,580 +27%
HWP
137
Highline Wealth Partners
California
$711K +$411K +4,142 +138%
HighTower Advisors
138
HighTower Advisors
Illinois
$711K +$710K +7,157 New
WP
139
WealthShield Partners
North Carolina
$702K -$85K -856 -11%
Wells Fargo
140
Wells Fargo
California
$663K +$320K +3,225 +94%
BTWM
141
Baker Tilly Wealth Management
Wisconsin
$645K +$279K +2,815 +77%
ASN
142
Advisory Services Network
Georgia
$640K +$639K +6,438 New
BTI
143
Blue Trust Inc
Georgia
$634K +$364K +3,667 +136%
KFGK
144
Keystone Financial Group (Kentucky)
Kentucky
$599K
PTC
145
Private Trust Company
Ohio
$582K +$496K +5,000 +587%
IWM
146
IHT Wealth Management
Illinois
$577K -$34.7K -350 -6%
PA
147
PFG Advisors
Arizona
$572K +$571K +5,750 New
Stifel Financial
148
Stifel Financial
Missouri
$567K -$201K -2,029 -26%
VA
149
Valmark Advisers
Ohio
$559K +$10.2K +103 +2%
WAP
150
Wealthcare Advisory Partners
Pennsylvania
$551K +$93.6K +943 +20%

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.