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State Street SPDR Bloomberg 3-12 Month T-Bill ETF

63 hedge funds and large institutions have $368M invested in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,467% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 3

656% more capital invested

Capital invested by funds: $48.7M → $368M (+$320M)

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

400% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 2

232% more funds holding

Funds holding: 1963 (+44)

21.07% more ownership

Funds ownership: 37.62%58.69% (+21%)

Holders
63
Holders Change
+44
Holders Change %
+231.58%
% of All Funds
1.01%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.08%
New
47
Increased
10
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
1
AJ Wealth Strategies
New York
$64.5M +$64.5M +649,405 New
CIA
2
Choate Investment Advisors
Massachusetts
$51.9M +$52M +523,099 New
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$40.6M +$40.6M +408,473 New
LPL Financial
4
LPL Financial
California
$33.6M +$33.6M +338,444 New
DWM
5
Dakota Wealth Management
Florida
$20M +$20M +201,534 New
Bank of America
6
Bank of America
North Carolina
$18.4M +$18.3M +183,838 +18,112%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$13.1M +$6.9M +69,417 +111%
KLI
8
Kelman-Lazarov Inc
Tennessee
$12.6M +$12.6M +126,534 New
Renaissance Technologies
9
Renaissance Technologies
New York
$11M +$11M +111,100 New
Osaic Holdings
10
Osaic Holdings
Arizona
$10.8M +$10.5M +105,427 +3,342%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$8.67M +$2.68M +26,923 +45%
NA
12
NewEdge Advisors
Louisiana
$6.47M +$4.59M +46,165 +100%
VFA
13
Values First Advisors
Tennessee
$6.4M +$6.41M +64,508 New
SWM
14
Stapp Wealth Management
Washington
$6.25M +$368K +3,708 +6%
AI
15
Atria Investments
North Carolina
$5.19M -$385K -3,874 -7%
IA
16
IFP Advisors
Florida
$4.26M +$4.23M +42,599 New
IWC
17
Integrated Wealth Concepts
Massachusetts
$3.99M +$3.99M +40,162 New
CAN
18
Cetera Advisor Networks
California
$3.45M +$10.1K +102 +0.3%
AFG
19
Altiora Financial Group
Ohio
$3.29M +$3.29M +33,142 New
DWMG
20
DB Wealth Management Group
California
$3.24M +$3.24M +32,640 New
CAMG
21
CWA Asset Management Group
Florida
$3.23M +$3.23M +32,512 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$3.15M -$1.79M -18,042 -36%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.94M +$2.94M +29,581 New
SW
24
SVB Wealth
Massachusetts
$2.42M +$2.42M +24,358 New
GVAG
25
Great Valley Advisor Group
Delaware
$2.41M +$2.41M +24,261 New

BILS Hedge Fund Activity: Q4 2022 in Review

63 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) for Q4 2022, worth a combined $368M — up 656% from $48.7M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new BILS positions and 3 closed out — a net gain of 44 holders — while 10 added to existing stakes and 2 trimmed.

The largest buyer was AJ Wealth Strategies, opening a new position worth an estimated $64.5M. The largest seller was Jane Street, exiting entirely with an estimated $3.87M sold.

  • 63 institutional investors held State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) as of Q4 2022, up from 19 in Q3 2022.
  • Funds reported $368M of State Street SPDR Bloomberg 3-12 Month T-Bill ETF stock for Q4 2022, up 656% quarter-over-quarter.
  • 47 funds opened new State Street SPDR Bloomberg 3-12 Month T-Bill ETF positions in Q4 2022 and 3 closed out, a net change of +44 holders.
  • The largest State Street SPDR Bloomberg 3-12 Month T-Bill ETF buyer in Q4 2022 was AJ Wealth Strategies, an estimated $64.5M added.
  • The largest State Street SPDR Bloomberg 3-12 Month T-Bill ETF seller in Q4 2022 was Jane Street, an estimated $3.87M sold.

Based on aggregated 13F filings for Q4 2022.