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State Street SPDR Bloomberg 1-3 Month T-Bill ETF

966 hedge funds and large institutions have $18.5B invested in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in 2024 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 366 increasing their positions, 400 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $854K

2% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 120

9% less repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 400

1% less funds holding

Funds holding: 980966 (-14)

9.02% less ownership

Funds ownership: 67.96%58.94% (-9%)

9% less funds holding in top 10

Funds holding in top 10: 176160 (-16)

18% less capital invested

Capital invested by funds: $22.7B → $18.5B (-$4.14B)

Holders
966
Holders Change
-14
Holders Change %
-1.43%
% of All Funds
13.92%
Holding in Top 10
160
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-9.09%
% of All Funds
2.3%
New
122
Increased
366
Reduced
400
Closed
120
Calls
$1.74M
Puts
$854K
Net Calls
+$882K
Net Calls Change
+$7.45M
Name Holding Trade Value Shares
Change
Change in
Stake
HIC
626
Hartline Investment Corp
Illinois
$789K +$787K +8,594 New
CWM
627
Centric Wealth Management
Illinois
$788K +$786K +8,582 New
PWM
628
Perigon Wealth Management
California
$786K -$1.08M -11,775 -58%
PFA
629
Pure Financial Advisors
California
$784K +$233K +2,542 +42%
PIA
630
Petredis Investment Advisors
Pennsylvania
$782K -$6.26M -68,301 -89%
MPWT
631
MassMutual Private Wealth & Trust
Connecticut
$781K +$30.8K +336 +4%
NL
632
NVWM LLC
Pennsylvania
$780K -$3.02K -33 -0.4%
HA
633
HFG Advisors
Ohio
$777K +$120K +1,307 +18%
FLPIM
634
F.L. Putnam Investment Management
Massachusetts
$772K +$4.86K +53 +0.6%
SFS
635
Sharp Financial Services
Pennsylvania
$768K +$24.9K +272 +3%
1IA
636
1834 Investment Advisors
Wisconsin
$767K +$68K +742 +10%
DCM
637
Donaldson Capital Management
Indiana
$762K -$138K -1,507 -15%
RG
638
Rathbones Group
United Kingdom
$755K +$753K +8,225 New
AA
639
Alesco Advisors
New York
$738K -$92.1K -1,005 -11%
KFS
640
Kelly Financial Services
Massachusetts
$736K +$371K +4,053 +102%
FFA
641
Farther Finance Advisors
California
$734K -$1.74M -18,965 -70%
SWP
642
Significant Wealth Partners
Illinois
$721K +$508K +5,543 +240%
BWP
643
Balboa Wealth Partners
Arizona
$717K +$203K +2,220 +40%
KIG
644
Kowal Investment Group
Wisconsin
$713K +$712K +7,768 New
P
645
&Partners
Tennessee
$709K +$708K +7,727 New
CFS
646
Coordinated Financial Services
Colorado
$692K +$690K +7,537 New
PFS
647
Prospera Financial Services
Texas
$690K -$912K -9,960 -57%
MWM
648
Mosley Wealth Management
California
$681K +$679K +7,414 New
LWM
649
Laidlaw Wealth Management
New York
$670K +$364K +3,971 +119%
TPA
650
Trivium Point Advisory
Connecticut
$668K +$667K +7,280 New

BIL Hedge Fund Activity: Q1 2024 in Review

966 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) for Q1 2024, worth a combined $18.5B — down 18% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new BIL positions and 120 closed out — a net gain of 2 holders — while 366 added to existing stakes and 400 trimmed.

The largest buyer was UBS Group, adding an estimated $132M. The largest seller was Morgan Stanley, cutting an estimated $1.52B.

  • 966 institutional investors held State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) as of Q1 2024, down from 980 in Q4 2023.
  • Funds reported $18.5B of State Street SPDR Bloomberg 1-3 Month T-Bill ETF stock for Q1 2024, down 18% quarter-over-quarter.
  • 122 funds opened new State Street SPDR Bloomberg 1-3 Month T-Bill ETF positions in Q1 2024 and 120 closed out, a net change of +2 holders.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF buyer in Q1 2024 was UBS Group, an estimated $132M added.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF seller in Q1 2024 was Morgan Stanley, an estimated $1.52B sold.

Based on aggregated 13F filings for Q1 2024.