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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
PGCM
301
Prescott Group Capital Management
Oklahoma
$6.65M -$5.12M -55,900 -43%
ACS
302
Archford Capital Strategies
Illinois
$6.65M +$6.66M +72,761 New
VCM
303
Virtue Capital Management
Tennessee
$6.6M -$46.3K -506 -0.7%
GCM
304
Goldstream Capital Management
Hong Kong
$6.55M
DC
305
Davenport & Co
Virginia
$6.51M -$168K -1,839 -3%
CT
306
Cambridge Trust
Massachusetts
$6.51M +$184K +2,013 +3%
IWM
307
Iams Wealth Management
Nebraska
$6.45M -$2.36M -25,719 -27%
WANY
308
Wealthspire Advisors (New York)
New York
$6.43M -$501K -5,469 -7%
SMM
309
Stadion Money Management
Georgia
$6.4M +$446K +4,867 +7%
HW
310
Hedeker Wealth
Illinois
$6.3M -$1.11M -12,167 -15%
EF
311
Empowered Funds
Pennsylvania
$6.14M +$5.58M +60,971 +981%
WC
312
Waterloo Capital
Texas
$6.1M -$2.67M -29,153 -30%
SOS
313
Silver Oak Securities
Tennessee
$6.07M -$1.25M -13,602 -17%
GSCM
314
Greenfield Seitz Capital Management
Texas
$5.97M +$5.98M +65,281 New
FTS
315
Fifth Third Securities
Ohio
$5.96M -$406K -4,437 -6%
WFA
316
West Financial Advisors
Iowa
$5.85M +$4.47M +48,847 +323%
FWSM
317
First Wilshire Securities Management
California
$5.81M -$1.03M -11,202 -15%
LEFP
318
Leading Edge Financial Planning
Tennessee
$5.74M +$4.28M +46,739 +290%
PMG
319
Private Management Group
California
$5.74M -$1.22M -13,371 -18%
KIC
320
Keating Investment Counselors
Florida
$5.68M +$1.22M +13,350 +27%
PAG
321
Private Advisory Group
Washington
$5.62M +$1.15M +12,539 +26%
SMA
322
Sage Mountain Advisors
Georgia
$5.6M +$4.62M +50,420 +464%
AA
323
AlphaQ Advisors
Florida
$5.57M +$3.36M +36,687 +151%
LCGC
324
Legacy Capital Group California
California
$5.56M -$1.68M -18,317 -23%
UCFA
325
United Capital Financial Advisors
Texas
$5.51M -$72.1K -787 -1%

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.