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State Street SPDR Bloomberg 1-3 Month T-Bill ETF

980 hedge funds and large institutions have $22.7B invested in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in 2023 Q4 according to their latest regulatory filings, with 198 funds opening new positions, 318 increasing their positions, 401 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 198 | Existing positions closed: 73

17% more capital invested

Capital invested by funds: $19.4B → $22.7B (+$3.33B)

13% more funds holding

Funds holding: 865980 (+115)

8.72% more ownership

Funds ownership: 59.23%67.96% (+8.7%)

9% less funds holding in top 10

Funds holding in top 10: 193176 (-17)

21% less repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 401

67% less call options, than puts

Call options by funds: $3.24M | Put options by funds: $9.81M

Holders
980
Holders Change
+115
Holders Change %
+13.29%
% of All Funds
14.29%
Holding in Top 10
176
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-8.81%
% of All Funds
2.57%
New
198
Increased
318
Reduced
401
Closed
73
Calls
$3.24M
Puts
$9.81M
Net Calls
-$6.57M
Net Calls Change
-$4.03M
Name Holding Trade Value Shares
Change
Change in
Stake
FFS
226
Founders Financial Securities
Maryland
$9.9M +$805K +8,786 +9%
CWP
227
Concord Wealth Partners
Virginia
$9.83M -$545K -5,955 -5%
TA
228
TKG Advisors
Indiana
$9.8M +$4.97M +54,248 +102%
KWM
229
Kingsview Wealth Management
Oregon
$9.8M +$5.07M +55,393 +107%
CCFM
230
Clear Creek Financial Management
Washington
$9.75M -$55.6M -607,095 -85%
JFG
231
Jefferies Financial Group
New York
$9.66M +$2.62M +28,611 +37%
OLVIG
232
Oliver Lagore Vanvalin Investment Group
Michigan
$9.63M -$38.2M -416,834 -80%
CBC
233
Coombe, Bender & Co
New York
$9.59M -$193K -2,104 -2%
RC
234
Rareview Capital
Nevada
$9.57M +$9.59M +104,716 New
PNC Financial Services Group
235
PNC Financial Services Group
Pennsylvania
$9.56M +$9.45M +103,245 +7,716%
National Bank of Canada
236
National Bank of Canada
Quebec, Canada
$9.55M -$48.3M -527,334 -83%
RWPA
237
Richard W. Paul & Associates
Michigan
$9.54M -$4.03M -43,982 -30%
AIC
238
Anthracite Investment Company
Texas
$9.42M +$9.44M +103,066 New
GWM
239
Geneos Wealth Management
Colorado
$9.38M +$769K +8,396 +9%
CAMV
240
Concord Asset Management (Virginia)
Virginia
$9.33M +$705K +7,696 +8%
MHR
241
Matthew Hamilton Rosenberg
$9.25M +$566K +6,181 +7%
WAM
242
WealthTrust Asset Management
Florida
$9.24M +$1.81M +19,735 +24%
GVAG
243
Great Valley Advisor Group
Delaware
$9.23M +$863K +9,421 +10%
LK
244
Lumbard & Kellner
New Hampshire
$9.18M -$42.7K -466 -0.5%
MWA
245
MN Wealth Advisors
Kansas
$9.09M +$9.11M +99,517 New
LTL
246
Lowery Thomas LLC
California
$9.08M -$993K -10,846 -10%
MMEA
247
Main Management ETF Advisors
California
$9.06M +$2.51M +27,360 +38%
MOS
248
MGO One Seven
Ohio
$8.98M -$1.51M -16,457 -14%
CW
249
Connectus Wealth
Ohio
$8.94M +$1.18M +12,914 +15%
CAS
250
Coppell Advisory Solutions
Texas
$8.92M +$8.54M +93,268 +2,132%

BIL Hedge Fund Activity: Q4 2023 in Review

980 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) for Q4 2023, worth a combined $22.7B — up 17% from $19.4B a quarter earlier.

Buyers outnumbered sellers: 198 funds opened new BIL positions and 73 closed out — a net gain of 125 holders — while 318 added to existing stakes and 401 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $1.63B. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $252M.

  • 980 institutional investors held State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) as of Q4 2023, up from 865 in Q3 2023.
  • Funds reported $22.7B of State Street SPDR Bloomberg 1-3 Month T-Bill ETF stock for Q4 2023, up 17% quarter-over-quarter.
  • 198 funds opened new State Street SPDR Bloomberg 1-3 Month T-Bill ETF positions in Q4 2023 and 73 closed out, a net change of +125 holders.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF buyer in Q4 2023 was Beacon Capital Management Inc (Ohio), an estimated $1.63B added.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF seller in Q4 2023 was CAPTRUST Financial Advisors, an estimated $252M sold.

Based on aggregated 13F filings for Q4 2023.