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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
SA
376
Sicart Associates
New York
$4.06M +$434K +4,744 +12%
CWM
377
Cabot Wealth Management
Massachusetts
$4.05M -$954K -10,417 -19%
SAM
378
SP Asset Management
California
$4.01M +$1.03M +11,276 +35%
CA
379
Calton & Associates
Florida
$4M +$4.01M +43,822 New
LRWA
380
Long Run Wealth Advisors
New York
$3.96M +$782K +8,536 +25%
EPM
381
Elm Partners Management
Pennsylvania
$3.95M -$13.3M -145,691 -77%
RCA
382
Ranch Capital Advisors
Florida
$3.81M -$1.5M -16,369 -28%
BSWM
383
Boston Standard Wealth Management
Massachusetts
$3.77M
ACM
384
Andina Capital Management
Utah
$3.75M +$3.76M +41,061 New
EGA
385
Eagle Global Advisors
Texas
$3.75M -$559K -6,110 -13%
CWA
386
Capital Wealth Alliance
Arizona
$3.74M +$3.75M +40,977 New
PCM
387
Pennsylvania Capital Management
Pennsylvania
$3.73M +$3.74M +40,824 New
KBFS
388
Kohmann Bosshard Financial Services
Ohio
$3.71M +$1.8M +19,671 +94%
PCP
389
Proficio Capital Partners
Massachusetts
$3.69M -$7.48M -81,655 -67%
LCWP
390
Legacy Capital Wealth Partners
Arkansas
$3.68M +$2.79M +30,464 +311%
SWM
391
Spire Wealth Management
Virginia
$3.66M -$35.7M -389,489 -91%
PCS
392
Private Client Services
Kentucky
$3.66M +$3.67M +40,041 New
LAM
393
LifePro Asset Management
California
$3.65M -$73.6K -804 -2%
BWL
394
Beacon Wealthcare LLC
North Carolina
$3.64M -$2.8M -30,595 -43%
VIM
395
Vista Investment Management
Pennsylvania
$3.62M +$1.58M +17,291 +77%
C
396
Certuity
Florida
$3.59M -$1.69M -18,458 -32%
OPWM
397
Oxinas Partners Wealth Management
Indiana
$3.58M -$62.7K -685 -2%
G
398
GenTrust
Florida
$3.58M -$595K -6,493 -14%
SFP
399
Shepherd Financial Partners
Massachusetts
$3.55M +$3.56M +38,851 New
PCIA
400
Prime Capital Investment Advisors
Kansas
$3.53M +$2.66M +29,001 +301%

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.