We are live on ! Find out more
BIL icon

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
IIA
351
IPG Investment Advisors
California
$4.66M -$2.99M -32,650 -39%
CCM
352
Coldstream Capital Management
Washington
$4.62M +$1.75M +19,156 +61%
Lido Advisors
353
Lido Advisors
California
$4.61M -$965K -10,543 -17%
AP
354
Advisors Preferred
Maryland
$4.54M +$508K +5,550 +13%
MA
355
MONECO Advisors
Connecticut
$4.54M +$2.83M +30,887 +165%
Pathstone Holdings
356
Pathstone Holdings
New Jersey
$4.52M +$4.53M +49,444 New
AWM
357
Apollon Wealth Management
South Carolina
$4.5M -$67.9M -741,556 -94%
Capital Research Global Investors
358
Capital Research Global Investors
California
$4.48M +$4.49M +49,019 New
ECA
359
Elevated Capital Advisors
Utah
$4.42M -$896K -9,785 -17%
FFA
360
Founders Financial Alliance
North Carolina
$4.4M +$4.38M +47,825 +14,234%
WIM
361
Waycross Investment Management
Washington
$4.4M +$3.97M +43,364 +909%
SI
362
Stephens Inc
Arkansas
$4.35M -$444K -4,850 -9%
LWM
363
Lionsbridge Wealth Management
Florida
$4.34M -$7.46M -81,492 -63%
CAM
364
Clio Asset Management
Virginia
$4.33M -$5.62M -61,347 -56%
SMC
365
Smith, Moore & Co
Missouri
$4.32M -$411K -4,490 -9%
FAIM
366
Financial Advocates Investment Management
Washington
$4.3M -$1.77M -19,340 -29%
VWA
367
Visionary Wealth Advisors
Illinois
$4.28M -$274K -2,997 -6%
AWM
368
Ameliora Wealth Management
Switzerland
$4.26M -$1.91M -20,835 -31%
UA
369
Unison Advisors
District of Columbia
$4.26M +$413K +4,510 +11%
AP
370
Arlington Partners
Alabama
$4.22M -$1.65M -18,026 -28%
SIA
371
Sovereign Investment Advisors
Arizona
$4.16M -$3.87M -42,305 -48%
BFEC
372
Benjamin F. Edwards & Company
Missouri
$4.14M +$2.56M +27,940 +161%
NFG
373
Norris Financial Group
South Carolina
$4.09M +$563K +6,150 +16%
WFMPM
374
Woodley Farra Manion Portfolio Management
Indiana
$4.08M -$768K -8,387 -16%
IAIM
375
International Assets Investment Management
Florida
$4.08M +$4.09M +44,614 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.