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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
TI
576
Tidal Investments
Wisconsin
$1.05M -$11.9M -129,935 -92%
CP
577
Castleview Partners
Texas
$1.05M -$243K -2,655 -19%
PPWP
578
Premier Path Wealth Partners
New Jersey
$1.05M +$1.05M +11,521 New
CWA
579
Centennial Wealth Advisory
Michigan
$1.05M -$5.83M -63,702 -85%
AFG
580
Atomi Financial Group
New York
$1.05M -$1.15M -12,562 -52%
RCS
581
Retirement Capital Strategies
California
$1.05M -$14.6M -159,331 -93%
AT
582
Arlington Trust
Alabama
$1.04M -$4.83M -52,717 -82%
PFA
583
Pathway Financial Advisors
Vermont
$1.03M -$2.75K -30 -0.3%
IPWA
584
International Private Wealth Advisors
California
$1.03M +$1.04M +11,305 New
Susquehanna International Group
585
Susquehanna International Group
Pennsylvania
$1.03M -$3.98M -43,503 -79%
TAM
586
TCP Asset Management
Ohio
$1.03M +$307K +3,356 +43%
CSPIA
587
Cary Street Partners Investment Advisory
Virginia
$1.03M -$675K -7,368 -40%
CAG
588
Crestwood Advisors Group
Massachusetts
$1.02M -$90.3K -986 -8%
SPA
589
Sentinel Pension Advisors
Massachusetts
$1.02M -$35.7K -390 -3%
TF
590
TLWM Financial
Texas
$1.01M +$344K +3,762 +52%
FA
591
FDx Advisors
Illinois
$1M +$29.2K +319 +3%
SAG
592
SageView Advisory Group
California
$1M -$813K -8,876 Closed
FIM
593
FWL Investment Management
Texas
$997K +$287K +3,138 +40%
FIM
594
Fernwood Investment Management
Massachusetts
$989K +$155K +1,693 +19%
CRI
595
Colonial River Investments
Virginia
$976K +$266K +2,907 +37%
EMAM
596
Encompass More Asset Management
California
$974K +$976K +10,654 New
GFPC
597
Global Financial Private Client
Florida
$969K -$292K -3,193 -23%
AG
598
Ascent Group
Virginia
$957K -$694K -7,579 -42%
MWM
599
Maltin Wealth Management
New Jersey
$956K +$409K +4,464 +74%
SBIA
600
Sheaff Brock Investment Advisors
Indiana
$954K -$445K -4,864 -32%

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.