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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
IWN
526
Independent Wealth Network
Iowa
$1.5M +$34.3K +375 +2%
DWP
527
Destiny Wealth Partners
Florida
$1.49M
VHAM
528
Van Hulzen Asset Management
California
$1.47M -$235K -2,567 -14%
ACP
529
Aveo Capital Partners
Colorado
$1.46M -$976K -10,657 -40%
HWA
530
HCR Wealth Advisors
California
$1.46M +$406K +4,435 +39%
ACM
531
Alamar Capital Management
California
$1.44M -$42K -459 -3%
CIA
532
Cape Investment Advisory
Georgia
$1.44M +$1.36M +14,880 +1,784%
HPFG
533
Hart & Patterson Financial Group
Massachusetts
$1.39M +$1.4M +15,260 New
GCAC
534
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.38M -$371K -4,050 -21%
FM
535
Family Management
New York
$1.37M -$13.2M -144,382 -91%
PS
536
Principal Securities
Iowa
$1.37M +$1.38M +15,031 New
AI
537
AXS Investments
New York
$1.37M -$3.75M -41,000 -73%
SF
538
Summit Financial
New Jersey
$1.35M -$552K -6,029 -29%
FMP
539
Financial Management Professionals
Texas
$1.34M +$1.29M +14,053 +2,123%
PWH
540
Priebe Wealth Holdings
Minnesota
$1.34M +$1.34M +14,648 New
LHWM
541
Lake Hills Wealth Management
Texas
$1.33M -$24.6M -268,534 -95%
MCC
542
Malaga Cove Capital
California
$1.31M +$1.32M +14,361 New
GIM
543
Guild Investment Management
California
$1.3M +$1.3M +14,190 New
ACA
544
Atlas Capital Advisors
Wyoming
$1.3M +$1.08M +11,775 +488%
IW
545
Imprint Wealth
South Carolina
$1.28M -$103K -1,125 -7%
SW
546
SlateStone Wealth
Florida
$1.28M +$1.28M +14,000 New
TWD
547
True Wealth Design
Ohio
$1.25M +$370K +4,037 +42%
Betterment LLC
548
Betterment LLC
New York
$1.24M +$75.5K +824 +6%
SFC
549
Strategic Financial Concepts
Texas
$1.24M -$7.45M -81,411 -86%
ST
550
Smithfield Trust
Pennsylvania
$1.24M -$1.29M -14,138 -51%

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.