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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
FIA
26
Foundations Investment Advisors
Arizona
$135M -$17.6M -191,674 -11%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$135M +$91.5M +999,282 +211%
CIAS
28
Capital Investment Advisory Services
North Carolina
$127M -$16.8M -183,397 -12%
SCP
29
Sandhill Capital Partners
New York
$125M +$85.7M +936,339 +215%
RJA
30
Raymond James & Associates
Florida
$121M +$17.1M +187,108 +16%
AWS
31
Atria Wealth Solutions
New York
$108M +$82.4M +899,785 +314%
NG
32
Norden Group
Utah
$104M +$131M +1,426,254 New
SCM
33
Sollinda Capital Management
Florida
$104M +$104M +1,137,694 New
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$95.4M -$58.8M -642,218 -38%
MW
35
MBL Wealth
North Carolina
$92.3M +$10.1M +110,273 +12%
FGA
36
Fortis Group Advisors
New Jersey
$88.1M
CAMG
37
CWA Asset Management Group
Florida
$85.2M -$13.3M -145,202 -13%
Envestnet Portfolio Solutions
38
Envestnet Portfolio Solutions
Illinois
$84.7M +$49.6M +541,807 +141%
AAS
39
Ameritas Advisory Services
Nebraska
$83.9M +$78.7M +859,333 +1,474%
Creative Planning
40
Creative Planning
Kansas
$79.7M +$9.22M +100,684 +13%
Renaissance Technologies
41
Renaissance Technologies
New York
$77.6M +$27.4M +299,500 +54%
TF
42
Trek Financial
Arizona
$76.1M -$21.6M -236,104 -22%
CC
43
Cypress Capital
Tennessee
$74.2M -$1.45M -15,840 -2%
ASN
44
Advisory Services Network
Georgia
$73.2M +$8.4M +91,737 +13%
RWM
45
Ritholtz Wealth Management
New York
$72.7M +$1.23M +13,453 +2%
DWM
46
Dakota Wealth Management
Florida
$64.7M +$12M +130,680 +23%
SHFP
47
Second Half Financial Partners
Florida
$63.6M -$37.1M -405,561 -37%
PAG
48
Private Advisor Group
New Jersey
$62.3M -$4.34M -47,391 -7%
AWM
49
Axxcess Wealth Management
California
$61.5M +$2.11M +23,036 +4%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$60.4M +$2.41M +26,275 +4%

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.