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
Bank of America
1
Bank of America
North Carolina
$156M +$43.9M +442,323 +39%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$151M +$14.3M +144,297 +11%
LPL Financial
3
LPL Financial
California
$129M +$9.89M +99,646 +8%
HPC
4
HM Payson & Co
Maine
$97.8M +$94.9M +956,441 +3,525%
Cerity Partners
5
Cerity Partners
New York
$80.1M +$72.2M +727,326 +930%
Osaic Holdings
6
Osaic Holdings
Arizona
$74.3M +$5.65M +56,929 +8%
PCP
7
Proficio Capital Partners
Massachusetts
$65M +$11.6M +116,816 +22%
Ameriprise
8
Ameriprise
Minnesota
$55.5M -$6.3M -63,489 -10%
Renaissance Technologies
9
Renaissance Technologies
New York
$49.5M +$17.2M +173,600 +53%
PCIG
10
Partners Capital Investment Group
Massachusetts
$48.3M +$10.8M +108,343 +29%
ACM
11
Advance Capital Management
Michigan
$45.6M +$45.6M +459,106 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$42.6M +$12.6M +126,930 +42%
CCM
13
Coldstream Capital Management
Washington
$35.3M +$26.2M +264,114 +290%
SIG
14
Sargent Investment Group
Maryland
$32.2M +$10.9M +109,973 +51%
SI
15
Stephens Inc
Arkansas
$28.3M +$1.59M +15,985 +6%
PIA
16
Petredis Investment Advisors
Pennsylvania
$25.2M +$2.63M +26,492 +12%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$23.7M -$17M -171,166 -42%
WPW
18
Waldron Private Wealth
Pennsylvania
$22.1M -$384K -3,868 -2%
PC
19
Pecaut & Co
Iowa
$21.9M +$1.1M +11,048 +5%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$21.1M +$1.69M +17,070 +9%
WCAMG
21
Woodard & Company Asset Management Group
North Carolina
$18.9M +$3.04M +30,607 +19%
GM
22
GeoWealth Management
Illinois
$18M +$17.3M +174,338 +2,803%
TWM
23
TMD Wealth Management
Arizona
$16.8M -$24.8M -250,287 -60%
ATPW
24
Ashton Thomas Private Wealth
Arizona
$16.5M +$3.13M +31,503 +23%
DWM
25
Dakota Wealth Management
Florida
$15.5M -$2.54M -25,630 -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.