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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
JSA
176
Jacobson & Schmitt Advisors
Wisconsin
$268K +$268K +2,700 New
FFN
177
Focus Financial Network
Minnesota
$262K +$262K +2,639 New
ORC
178
O'Rourke & Company
Massachusetts
$260K +$259K +2,613 New
DWM
179
Destination Wealth Management
California
$253K
Wealth Enhancement Advisory Services
180
Wealth Enhancement Advisory Services
Minnesota
$237K +$237K +2,388 New
GWM
181
Geneos Wealth Management
Colorado
$234K +$154K +1,550 +194%
NS
182
NBC Securities
Alabama
$225K +$225K +2,267 New
Comerica Bank
183
Comerica Bank
Texas
$224K +$223K +2,251 New
IGWM
184
ICA Group Wealth Management
Colorado
$215K
US Bancorp
185
US Bancorp
Minnesota
$109K +$109K +1,097 New
GRP
186
Global Retirement Partners
California
$106K -$118K -1,191 -53%
FFA
187
Farther Finance Advisors
California
$100K +$695 +7 +0.7%
SWM
188
Spire Wealth Management
Virginia
$99.4K
HI
189
Harbour Investments
Wisconsin
$55.9K -$89.7K -904 -62%
CFGS
190
Concourse Financial Group Securities
Alabama
$50.1K +$50K +504 New
PA
191
Parallel Advisors
California
$50.1K +$695 +7 +1%
Morgan Stanley
192
Morgan Stanley
New York
$49.7K -$81.5K -821 -62%
Fidelity Investments
193
Fidelity Investments
Massachusetts
$41.7K +$39.7K +400 +2,105%
AF
194
Allworth Financial
California
$30.9K
TSWM
195
Tyler-Stone Wealth Management
Ohio
$30K
VNA
196
Valley National Advisers
Pennsylvania
$30K
JFG
197
JDM Financial Group
Texas
$17.7K +$794 +8 +5%
JP Morgan Chase
198
JP Morgan Chase
New York
$15.4K -$356K -3,582 -96%
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
$8.54K -$528K -5,325 -98%
PCM
200
Penserra Capital Management
California
$7K -$12.6K -127 -63%

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.