We are live on ! Find out more
BILS icon

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
VPP
151
Vertex Planning Partners
Illinois
$540K +$35.5K +358 +7%
SFPG
152
Stonebridge Financial Planning Group
Florida
$537K +$536K +5,400 New
JFG
153
Jefferies Financial Group
New York
$492K -$151K -1,521 -24%
FCM
154
Fairbanks Capital Management
California
$486K +$485K +4,890 New
WC
155
Waterloo Capital
Texas
$476K +$263K +2,650 +124%
PWG
156
Portside Wealth Group
Utah
$473K +$145K +1,458 +44%
SFP
157
Shepherd Financial Partners
Massachusetts
$465K
WAM
158
Worth Asset Management
Texas
$414K
RWP
159
RWA Wealth Partners
Massachusetts
$413K +$412K +4,155 New
LL
160
LWMG LLC
Minnesota
$409K +$4.96K +50 +1%
NRG
161
Nemes Rush Group
Michigan
$405K +$229K +2,304 +130%
AWM
162
AE Wealth Management
Kansas
$405K -$3.84M -38,685 -90%
AA
163
Alesco Advisors
New York
$399K +$8.34K +84 +2%
MA
164
MONECO Advisors
Connecticut
$397K -$4.47K -45 -1%
CP
165
Castleview Partners
Texas
$393K -$211K -2,126 -35%
SWM
166
Stapp Wealth Management
Washington
$386K -$9.03K -91 -2%
AFO
167
Arrowroot Family Office
California
$358K +$2.98K +30 +0.8%
RIA
168
Realta Investment Advisors
Delaware
$322K +$51.1K +515 +19%
HR
169
Hardy Reed
Mississippi
$318K +$318K +3,200 New
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
$296K +$296K +2,980 New
GVAG
171
Great Valley Advisor Group
Delaware
$295K +$294K +2,962 New
MIG
172
McGuire Investment Group
Rhode Island
$285K -$165K -1,666 -37%
ADL
173
Asset Dedication LLC
California
$281K -$399K -4,024 -59%
TI
174
Tidal Investments
Wisconsin
$279K -$139K -1,398 -33%
Creative Planning
175
Creative Planning
Kansas
$276K +$32.9K +331 +14%

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.