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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
AC
501
AlphaCore Capital
California
$1.99M +$740K +8,076 +59%
SF
502
Synovus Financial
Georgia
$1.98M +$544K +5,939 +38%
OP
503
ORG Partners
Indiana
$1.95M +$338K +3,686 +21%
CRC
504
Curi RMB Capital
Illinois
$1.88M -$200K -2,180 -10%
PWM
505
Perigon Wealth Management
California
$1.86M -$2.32M -25,382 -56%
RF
506
Robinswood Financial
Washington
$1.83M +$948K +10,356 +107%
KDA
507
Kraft Davis & Associates
Missouri
$1.76M +$1.76M +19,201 New
DI
508
DFPG Investments
Utah
$1.75M -$2.62M -28,622 -60%
MWM
509
Modern Wealth Management
Kansas
$1.74M +$1.74M +19,007 New
SAM
510
Simplify Asset Management
Nevada
$1.72M +$1.72M +18,835 New
CPIG
511
Chicago Partners Investment Group
Illinois
$1.7M -$1.34M -14,677 -44%
SFA
512
Souders Financial Advisors
Ohio
$1.69M -$446K -4,874 -21%
AWE
513
Avidian Wealth Enterprises
Texas
$1.66M +$354K +3,865 +27%
HI
514
Humankind Investments
New York
$1.65M +$1.65M +18,000 New
TLFA
515
True Link Financial Advisors
California
$1.63M -$11.9K -130 -0.7%
CIA
516
Choate Investment Advisors
Massachusetts
$1.62M -$68.6M -749,590 -98%
AC
517
Annandale Capital
Texas
$1.6M +$1.6M +17,500 New
PFS
518
Prospera Financial Services
Texas
$1.6M -$7.03M -76,771 -81%
ACM
519
Absolute Capital Management
Pennsylvania
$1.6M +$1.32M +14,461 +480%
NFSG
520
Newbridge Financial Services Group
Florida
$1.58M +$1.58M +17,249 +22,696%
FEM
521
Fulcrum Equity Management
Texas
$1.56M -$2.34M -25,548 -60%
TWM
522
Trinity Wealth Management
Pennsylvania
$1.56M
BSW
523
Buckingham Strategic Wealth
Missouri
$1.56M +$876K +9,564 +128%
VIA
524
Vickerman Investment Advisors
Washington
$1.55M -$17.2M -187,923 -92%
MCC
525
Money Concepts Capital
Florida
$1.54M -$1.25M -13,638 -45%

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.