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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
TIM
551
Tevis Investment Management
Texas
$1.23M -$489K -5,339 -28%
HL
552
HeadInvest LLC
Maine
$1.2M -$415K -4,533 -26%
RJT
553
Raymond James Trust
Florida
$1.2M +$416K +4,546 +53%
SW
554
SVB Wealth
Massachusetts
$1.19M -$905K -9,881 -43%
KeyBank National Association
555
KeyBank National Association
Ohio
$1.18M +$892K +9,737 +304%
MFG
556
Merit Financial Group
Georgia
$1.18M -$61.3K -669 -5%
MA
557
MBA Advisors
Pennsylvania
$1.18M -$331K -3,614 -22%
SCA
558
Snowden Capital Advisors
New York
$1.15M -$38.9K -425 -3%
SFPG
559
Stonebridge Financial Planning Group
Florida
$1.15M +$160K +1,749 +16%
WMG
560
WESCAP Management Group
California
$1.13M
FHB
561
First Hawaiian Bank
Hawaii
$1.13M -$2.06M -22,502 -64%
B
562
Bailard
California
$1.12M -$19.7K -215 -2%
NC
563
Napatree Capital
Rhode Island
$1.11M +$1.12M +12,179 New
QWM
564
Quadcap Wealth Management
Texas
$1.11M +$1.11M +12,152 New
FCFC
565
First Citizens Financial Corp
Iowa
$1.11M +$599K +6,540 +117%
THL
566
Tillman Hartley LLC
Colorado
$1.1M -$43.6K -476 -4%
KV
567
Kickstand Ventures
New York
$1.09M +$7.05K +77 +0.7%
MCIA
568
Mountain Capital Investment Advisors
Colorado
$1.08M -$42K -459 -4%
WCAMG
569
Woodard & Company Asset Management Group
North Carolina
$1.08M -$327K -3,576 -23%
RCM
570
Raleigh Capital Management
North Carolina
$1.07M -$3.51M -38,375 -77%
BHA
571
Beech Hill Advisors
New York
$1.07M +$1.07M +11,725 New
SPC
572
Sigma Planning Corp
Michigan
$1.07M -$1.5M -16,426 -58%
MSCM
573
McElhenny Sheffield Capital Management
Texas
$1.07M -$19.8M -216,681 -95%
MWA
574
Mills Wealth Advisors
Texas
$1.06M -$2.11M -23,051 -67%
TW
575
Transform Wealth
Colorado
$1.06M -$6.23M -68,051 -85%

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.