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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
Wolverine Trading
151
Wolverine Trading
Illinois
$278K -$347K -3,498 -56%
AWS
152
Atria Wealth Solutions
New York
$275K -$239K -2,406 -47%
RIA
153
Realta Investment Advisors
Delaware
$271K +$270K +2,720 New
BTI
154
Blue Trust Inc
Georgia
$270K +$269K +2,706 New
RWP
155
Revolve Wealth Partners
New Jersey
$262K +$261K +2,631 New
DJSG
156
D.J. St. Germain
Massachusetts
$260K +$259K +2,610 New
DWM
157
Destination Wealth Management
California
$253K
CP
158
Camelot Portfolios
Ohio
$249K -$672K -6,770 -73%
FANJ
159
Financial Architects (New Jersey)
New Jersey
$246K -$274K -2,755 -53%
Creative Planning
160
Creative Planning
Kansas
$243K +$2.68K +27 +1%
GRP
161
Global Retirement Partners
California
$225K -$288K -2,905 -56%
IGWM
162
ICA Group Wealth Management
Colorado
$215K +$214K +2,160 New
WC
163
Waterloo Capital
Texas
$213K -$11.1K -112 -5%
NRG
164
Nemes Rush Group
Michigan
$176K +$176K +1,774 New
HI
165
Harbour Investments
Wisconsin
$146K +$146K +1,466 New
Morgan Stanley
166
Morgan Stanley
New York
$131K +$81.5K +821 +164%
FFA
167
Farther Finance Advisors
California
$99.5K -$25K -252 -20%
SWM
168
Spire Wealth Management
Virginia
$99.5K
PTC
169
Private Trust Company
Ohio
$84.7K +$44.2K +445 +109%
GWM
170
Geneos Wealth Management
Colorado
$79.6K +$79.4K +800 New
PA
171
Parallel Advisors
California
$49.4K -$4.87K -49 -9%
VNA
172
Valley National Advisers
Pennsylvania
$31K -$10.4K -105 -26%
AF
173
Allworth Financial
California
$30.9K +$15.7K +158 +103%
NCM
174
Northwest Capital Management
Oregon
$30.2K +$30.2K +304 New
TSWM
175
Tyler-Stone Wealth Management
Ohio
$30K +$29.8K +300 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.