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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
651
Trexquant Investment
Connecticut
$766K +$76.4K +834 +11%
FLPIM
652
F.L. Putnam Investment Management
Massachusetts
$763K -$8.88K -97 -1%
MPWT
653
MassMutual Private Wealth & Trust
Connecticut
$747K -$333K -3,637 -31%
SFS
654
Sharp Financial Services
Pennsylvania
$740K +$742K +8,099 New
CW
655
CreativeOne Wealth
Kansas
$739K -$1.08M -11,795 -59%
FAM
656
Formidable Asset Management
Ohio
$733K +$735K +8,024 New
MW
657
Marcum Wealth
Ohio
$728K +$13.9K +152 +2%
CGL
658
Clarius Group LLC
Washington
$723K -$129K -1,408 -15%
SWM
659
Seed Wealth Management
Illinois
$723K +$724K +7,905 New
DWA
660
Delos Wealth Advisors
Texas
$718K
WCG
661
Weaver Consulting Group
California
$703K -$19.1K -209 -3%
1IA
662
1834 Investment Advisors
Wisconsin
$696K +$70.4K +769 +11%
RWA
663
River Wealth Advisors
Pennsylvania
$694K +$695K +7,595 New
KWA
664
Kingswood Wealth Advisors
California
$688K +$689K +7,528 New
NF
665
NavPoint Financial
Minnesota
$682K +$683K +7,460 New
MW
666
Maia Wealth
Colorado
$677K +$679K +7,411 New
IP
667
Intellectus Partners
California
$667K +$302K +3,303 +83%
VPP
668
Vertex Planning Partners
Illinois
$664K +$2.29K +25 +0.3%
FF
669
Friedenthal Financial
New Jersey
$663K -$658K -7,190 -50%
FFA
670
Fortune Financial Advisors
Kansas
$663K +$79.9K +873 +14%
CCG
671
Capital CS Group
California
$660K -$653K -7,127 -50%
WEG
672
World Equity Group
Illinois
$658K -$506K -5,528 -43%
HA
673
HFG Advisors
Ohio
$654K +$280K +3,061 +75%
FAAM
674
First Ascent Asset Management
Colorado
$645K -$125K -1,369 -16%
BBHC
675
Brown Brothers Harriman & Co
New York
$628K -$779K -8,511 -55%

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.