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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
WG
426
Welch Group
Alabama
$3.05M -$564K -6,164 -16%
LCM
427
Lunt Capital Management
Utah
$3.04M +$907K +9,907 +42%
FHA
428
Flagship Harbor Advisors
Massachusetts
$3.04M -$12.1M -132,280 -80%
RFN
429
RDA Financial Network
Iowa
$2.95M +$1.86M +20,347 +170%
RBCM
430
Raub Brock Capital Management
California
$2.94M -$406K -4,439 -12%
MA
431
Marshfield Associates
District of Columbia
$2.94M
RWP
432
RWA Wealth Partners
Massachusetts
$2.94M +$15K +164 +0.5%
CW
433
Channel Wealth
California
$2.93M -$62.5K -682 -2%
ACM
434
ADAR1 Capital Management
Texas
$2.92M +$2.93M +32,000 New
CIA
435
Concurrent Investment Advisors
Florida
$2.91M +$2.92M +31,889 New
CF
436
Cantor Fitzgerald
New York
$2.9M -$551K -6,014 -16%
RC
437
Rovin Capital
Arizona
$2.9M -$9.19M -100,326 -76%
SIM
438
SSI Investment Management
California
$2.86M -$4.77M -52,132 -63%
T
439
Tidemark
California
$2.85M +$2.86M +31,226 New
APC
440
Aspire Private Capital
North Carolina
$2.84M -$8.66M -94,610 -75%
KPWS
441
Kestra Private Wealth Services
Texas
$2.83M -$217K -2,372 -7%
SGCA
442
Steel Grove Capital Advisors
Tennessee
$2.82M -$2.85M -31,106 -50%
PDL
443
Portfolio Design Labs
California
$2.81M +$2.82M +30,758 New
FHC
444
First Heartland Consultants
Missouri
$2.79M -$14.7M -160,638 -84%
PTC
445
Private Trust Company
Ohio
$2.78M -$513K -5,602 -16%
VA
446
Valmark Advisers
Ohio
$2.77M +$36.6K +400 +1%
Charles Schwab
447
Charles Schwab
California
$2.72M -$6.13K -67 -0.2%
HFS
448
Howard Financial Services
Texas
$2.71M +$1.4M +15,324 +107%
WWM
449
WT Wealth Management
Arizona
$2.69M -$4.96M -54,135 -65%
GAM
450
Gotham Asset Management
New York
$2.63M

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.