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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
EFS
676
Essex Financial Services
Connecticut
$626K +$235K +2,567 +60%
CCM
677
Crew Capital Management
Ohio
$622K -$48.3K -527 -7%
GA
678
Greenspring Advisors
Maryland
$622K +$1.74K +19 +0.3%
SW
679
SkyOak Wealth
Michigan
$615K +$388K +4,238 +170%
HAS
680
HBW Advisory Services
California
$611K -$1.52M -16,595 -71%
WSCM
681
Wellington Shields Capital Management
New York
$601K -$1.57M -17,198 -72%
OFS
682
OneAscent Financial Services
Alabama
$595K +$596K +6,508 New
UAS
683
United Asset Strategies
New York
$588K -$35.4K -387 -6%
ES
684
Eagle Strategies
New York
$584K -$1.05M -11,512 -64%
BSHC
685
Breed's Hill Capital
Massachusetts
$582K +$583K +6,363 New
RDWM
686
Red Door Wealth Management
Tennessee
$581K +$241K +2,629 +70%
RIA
687
Realta Investment Advisors
Delaware
$574K +$374K +4,085 +186%
SP
688
Stonebrook Private
Michigan
$560K +$561K +6,126 New
WP
689
WealthSource Partners
California
$550K +$166K +1,815 +43%
GWSG
690
GPS Wealth Strategies Group
Colorado
$549K -$32.7K -357 -6%
FCA
691
FinTrust Capital Advisors
South Carolina
$548K +$18K +197 +3%
PFA
692
Pure Financial Advisors
California
$548K +$13.5K +147 +3%
SDH
693
Sloy Dahl & Holst
Washington
$545K
HC
694
Hamilton Capital
Ohio
$527K +$528K +5,771 New
PWMG
695
Provence Wealth Management Group
California
$525K +$183 +2 +0%
HFAS
696
Hummer Financial Advisory Services
Illinois
$521K
JIP
697
Jaffetilchin Investment Partners
Florida
$516K +$9.16K +100 +2%
BWP
698
Balboa Wealth Partners
Arizona
$511K -$520K -5,683 -50%
PA
699
Parallel Advisors
California
$508K +$66.1K +722 +15%
HWP
700
Highline Wealth Partners
California
$507K -$5.45M -59,482 -91%

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.