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
BWM
451
Biltmore Wealth Management
Arizona
$2.62M -$311K -3,397 -11%
SFS
452
Sowell Financial Services
Arkansas
$2.62M -$2.75M -29,985 -51%
KAM
453
Kopion Asset Management
Texas
$2.61M -$415K -4,528 -14%
SL
454
Savior LLC
Massachusetts
$2.61M +$2.62M +28,559 New
SI
455
Scharf Investments
California
$2.59M -$10.4M -113,581 -80%
VWM
456
Venturi Wealth Management
Texas
$2.54M +$193K +2,111 +8%
DJSG
457
D.J. St. Germain
Massachusetts
$2.54M -$1.02M -11,162 -29%
CFC
458
Coyle Financial Counsel
Illinois
$2.52M -$671K -7,330 -21%
AO
459
Advisor OS
Illinois
$2.51M +$967K +10,561 +63%
SC
460
Stephens Consulting
Michigan
$2.49M +$2.24M +24,424 +863%
KF
461
Krilogy Financial
Missouri
$2.47M +$413K +4,507 +20%
FFA
462
Farther Finance Advisors
California
$2.47M +$2.33M +25,485 +1,690%
First Trust Advisors
463
First Trust Advisors
Illinois
$2.42M -$24.4M -265,961 -91%
TSS
464
Two Sigma Securities
New York
$2.39M -$3.55M -38,723 -60%
WL
465
WIT LLC
District of Columbia
$2.39M -$4.21K -46 -64%
CWP
466
Cyndeo Wealth Partners
Florida
$2.39M +$9.16K +100 +0.4%
CAP
467
Columbia Advisory Partners
Washington
$2.36M +$2.37M +25,878 New
TVAMP
468
Tennessee Valley Asset Management Partners
Tennessee
$2.36M +$1.38M +15,063 +139%
BFA
469
Benedict Financial Advisors
Georgia
$2.36M -$72.1K -787 -3%
CFGS
470
Concourse Financial Group Securities
Alabama
$2.34M +$2.02M +22,112 +632%
JWCA
471
J.W. Coons Advisors
Ohio
$2.33M -$541K -5,910 -19%
WAM
472
Worth Asset Management
Texas
$2.32M +$226K +2,473 +11%
PA
473
PFG Advisors
Arizona
$2.31M -$6.83M -74,611 -75%
EFG
474
Ethos Financial Group
Pennsylvania
$2.31M -$560K -6,121 -20%
EIA
475
Eldridge Investment Advisors
New Hampshire
$2.29M -$3.44M -37,527 -60%

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.