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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
BEI
601
Benjamin Edwards Inc
Missouri
$953K -$460K -5,028 -33%
LFAS
602
Level Four Advisory Services
Texas
$950K -$217K -2,369 -19%
PWC
603
PYA Waltman Capital
Tennessee
$931K -$1M -10,956 -52%
Financial Engines Advisors
604
Financial Engines Advisors
California
$923K -$1.55M -16,900 -63%
WCFA
605
Walkner Condon Financial Advisors
Wisconsin
$923K -$151K -1,645 -14%
LCC
606
Lincoln Capital Corp
Rhode Island
$922K -$1.59M -17,313 -63%
PWS
607
Precision Wealth Strategies
Missouri
$916K +$918K +10,028 New
SIA
608
SkyView Investment Advisors
New Jersey
$914K -$351K -3,837 -28%
FFH
609
Fairfax Financial Holdings
Ontario, Canada
$914K
AWA
610
Authentikos Wealth Advisory
California
$913K -$407K -4,447 -31%
SFSG
611
Sound Financial Strategies Group
Mississippi
$904K +$832K +9,090 +1,136%
FA
612
Flagstar Advisors
New York
$903K +$487K +5,320 +117%
WCM
613
Wealthcare Capital Management
Virginia
$903K +$471K +5,139 +108%
AA
614
Advisory Alpha
Michigan
$901K -$76.6K -837 -8%
DCM
615
Donaldson Capital Management
Indiana
$896K +$81.6K +891 +10%
AI
616
Acuitas Investments
Washington
$889K -$388K -4,239 -30%
LG
617
Leuthold Group
Minnesota
$888K -$1.03M -11,209 -54%
CWMU
618
Caliber Wealth Management (Utah)
Utah
$888K +$41.8K +456 +5%
WA
619
WESPAC Advisors
California
$887K +$121K +1,317 +16%
VAM
620
Vienna Asset Management
California
$886K +$888K +9,696 New
Deutsche Bank
621
Deutsche Bank
Germany
$878K -$66.9K -731 -7%
AWP
622
Accretive Wealth Partners
New Jersey
$872K +$874K +9,542 New
US Bancorp
623
US Bancorp
Minnesota
$869K -$933K -10,189 -52%
SSB
624
Sandy Spring Bank
Maryland
$866K +$867K +9,473 New
SS
625
Sunbelt Securities
Texas
$861K -$263K -2,870 -23%

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.