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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
MA
626
MJP Associates
Connecticut
$853K +$320K +3,498 +60%
Pictet Asset Management
627
Pictet Asset Management
Switzerland
$842K -$1.18M -12,850 -58%
DWMG
628
DB Wealth Management Group
California
$835K -$16K -175 -2%
JFA
629
JNBA Financial Advisors
Minnesota
$834K +$128K +1,401 +18%
Luther King Capital Management (LKCM)
630
Luther King Capital Management (LKCM)
Texas
$829K
AA
631
Alesco Advisors
New York
$826K +$301K +3,289 +57%
IFAM
632
Institutional & Family Asset Management
Colorado
$820K -$42.5K -464 -5%
OWA
633
Outlook Wealth Advisors
Texas
$819K -$1.7M -18,560 -67%
EWA
634
Exencial Wealth Advisors
Oklahoma
$814K +$816K +8,908 New
GFS
635
GYL Financial Synergies
Connecticut
$812K -$65.7K -717 -7%
PC
636
Pecaut & Co
Iowa
$812K +$531K +5,802 +188%
BCA
637
Bay Colony Advisors
Massachusetts
$804K +$210K +2,298 +35%
BFM
638
Boston Financial Management
Massachusetts
$802K
BWM
639
Brown Wealth Management
Illinois
$799K -$27.8K -304 -3%
LA
640
LexAurum Advisors
Kansas
$795K +$797K +8,704 New
PVI
641
Pine Valley Investments
New Jersey
$795K -$634K -6,919 -44%
MIM
642
Miller Investment Management
Pennsylvania
$793K -$68.7K -750 -8%
MSWM
643
Mowery & Schoenfeld Wealth Management
Illinois
$786K +$788K +8,602 New
ACC
644
Acorn Creek Capital
Colorado
$785K +$786K +8,589 New
TPCW
645
TD Private Client Wealth
New York
$781K +$27.6K +301 +4%
NL
646
NVWM LLC
Pennsylvania
$780K
CWM
647
Congress Wealth Management
Massachusetts
$778K +$780K +8,515 New
HI
648
Harbour Investments
Wisconsin
$772K -$1.14M -12,453 -60%
AWP
649
Ascent Wealth Partners
New York
$772K +$295K +3,220 +62%
OA
650
Operose Advisors
Wisconsin
$772K +$773K +8,443 New

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.