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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
IWM
251
IHT Wealth Management
Illinois
$8.81M +$3.15M +34,379 +55%
BWA
252
Beam Wealth Advisors
Louisiana
$8.71M +$2M +21,826 +30%
RC
253
Roundview Capital
New Jersey
$8.71M -$435K -4,749 -5%
SFO
254
Stokes Family Office
Louisiana
$8.66M +$1.34M +14,660 +18%
HH
255
Hilltop Holdings
Texas
$8.57M -$4.46M -48,723 -34%
NOCM
256
Night Owl Capital Management
Connecticut
$8.53M
4WM
257
49 Wealth Management
Texas
$8.51M +$8.53M +93,108 New
LAM
258
Lifestyle Asset Management
Texas
$8.49M +$8.5M +92,865 New
PA
259
PFW Advisors
Georgia
$8.41M +$3.21M +35,033 +61%
TF
260
Tompkins Financial
New York
$8.38M +$1.41M +15,388 +20%
CA
261
CoreCap Advisors
Michigan
$8.29M -$7.26M -79,258 -47%
IA
262
Inspire Advisors
Idaho
$8.28M +$4.14M +45,261 +100%
TC
263
TownSquare Capital
Utah
$8.27M +$2.25M +24,624 +37%
SMG
264
Smart Money Group
Texas
$8.09M -$449K -4,903 -5%
FIBT
265
First International Bank & Trust
North Dakota
$8.08M -$3.33M -36,321 -29%
PA
266
PSI Advisors
Florida
$8.07M +$134K +1,468 +2%
IA
267
IFP Advisors
Florida
$8.04M -$18.3M -199,844 -69%
Corient Private Wealth
268
Corient Private Wealth
Florida
$8.02M +$1.33M +14,493 +20%
Bank Julius Baer & Co
269
Bank Julius Baer & Co
Switzerland
$7.98M +$8M +87,362 New
SI
270
Saxon Interests
Texas
$7.98M +$7.14M +78,016 +842%
EP
271
Eudaimonia Partners
Tennessee
$7.92M +$496K +5,418 +7%
IC
272
IEQ Capital
California
$7.9M +$625K +6,828 +9%
SWP
273
Stratos Wealth Partners
Ohio
$7.88M +$177K +1,933 +2%
GFG
274
Greystone Financial Group
Michigan
$7.86M -$2.86M -31,249 -27%
VWM
275
Vivid Wealth Management
Iowa
$7.62M +$7.63M +83,373 New

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.