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

966 hedge funds and large institutions have $18.5B invested in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in 2024 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 366 increasing their positions, 400 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $854K

2% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 120

9% less repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 400

1% less funds holding

Funds holding: 980966 (-14)

9.02% less ownership

Funds ownership: 67.96%58.94% (-9%)

9% less funds holding in top 10

Funds holding in top 10: 176160 (-16)

18% less capital invested

Capital invested by funds: $22.7B → $18.5B (-$4.14B)

Holders
966
Holders Change
-14
Holders Change %
-1.43%
% of All Funds
13.92%
Holding in Top 10
160
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-9.09%
% of All Funds
2.3%
New
122
Increased
366
Reduced
400
Closed
120
Calls
$1.74M
Puts
$854K
Net Calls
+$882K
Net Calls Change
+$7.45M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
AE Wealth Management
Kansas
$8.27M -$181M -1,977,048 -96%
IWM
252
IHT Wealth Management
Illinois
$8.15M -$701K -7,656 -8%
TWM
253
TMD Wealth Management
Arizona
$8.05M -$3.5M -38,214 -30%
TWP
254
Tempus Wealth Planning
California
$8.02M +$2.86M +31,220 +56%
VWM
255
Vigilare Wealth Management
Arizona
$8M -$5.1M -55,643 -39%
SMG
256
Smart Money Group
Texas
$7.94M -$185K -2,023 -2%
CIA
257
Choate Investment Advisors
Massachusetts
$7.91M +$6.28M +68,530 +388%
AWM
258
Accurate Wealth Management
Florida
$7.89M +$7.45M +81,326 +1,717%
LIA
259
Luken Investment Analytics
Tennessee
$7.85M -$5.5M -60,048 -41%
IWM
260
Iams Wealth Management
Nebraska
$7.83M +$1.35M +14,739 +21%
WAM
261
Worth Asset Management
Texas
$7.8M +$5.46M +59,554 +235%
VWM
262
Vivid Wealth Management
Iowa
$7.78M +$131K +1,427 +2%
CAL
263
Capital Advisors Ltd
Ohio
$7.71M +$941K +10,269 +14%
SWP
264
Stratos Wealth Partners
Ohio
$7.69M -$222K -2,424 -3%
GWM
265
Geneos Wealth Management
Colorado
$7.67M -$1.74M -19,043 -19%
RWM
266
Revisor Wealth Management
Ohio
$7.65M +$4.58M +50,035 +149%
AAS
267
Ameritas Advisory Services
Nebraska
$7.61M -$76.4M -834,490 -91%
Vontobel Holding
268
Vontobel Holding
Switzerland
$7.6M -$3.26M -35,553 -30%
IFG
269
Independent Financial Group
California
$7.55M +$209K +2,279 +3%
JSL
270
JT Stratford LLC
Georgia
$7.52M +$356K +3,888 +5%
MA
271
Marshfield Associates
District of Columbia
$7.49M +$4.53M +49,432 +154%
CGF
272
Constant Guidance Financial
Massachusetts
$7.45M +$232K +2,536 +3%
IA
273
IFP Advisors
Florida
$7.45M -$631K -6,889 -8%
CFC
274
Client First Capital
California
$7.42M +$7.41M +80,860 New
CA
275
CoreCap Advisors
Michigan
$7.39M -$926K -10,112 -11%

BIL Hedge Fund Activity: Q1 2024 in Review

966 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) for Q1 2024, worth a combined $18.5B — down 18% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new BIL positions and 120 closed out — a net gain of 2 holders — while 366 added to existing stakes and 400 trimmed.

The largest buyer was UBS Group, adding an estimated $132M. The largest seller was Morgan Stanley, cutting an estimated $1.52B.

  • 966 institutional investors held State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) as of Q1 2024, down from 980 in Q4 2023.
  • Funds reported $18.5B of State Street SPDR Bloomberg 1-3 Month T-Bill ETF stock for Q1 2024, down 18% quarter-over-quarter.
  • 122 funds opened new State Street SPDR Bloomberg 1-3 Month T-Bill ETF positions in Q1 2024 and 120 closed out, a net change of +2 holders.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF buyer in Q1 2024 was UBS Group, an estimated $132M added.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF seller in Q1 2024 was Morgan Stanley, an estimated $1.52B sold.

Based on aggregated 13F filings for Q1 2024.