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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
JIC
701
Joel Isaacson & Co
New York
$503K
CFG
702
Carr Financial Group
Massachusetts
$501K -$2.07M -22,587 -80%
SI
703
Schusterman Interests
Oklahoma
$499K
AWM
704
Able Wealth Management
New Jersey
$499K +$500K +5,457 New
TPW
705
Transatlantique Private Wealth
New York
$497K
BSAM
706
Blue Square Asset Management
New York
$490K
M&T Bank
707
M&T Bank
New York
$489K +$228K +2,486 +87%
MBI
708
May Barnhard Investments
Maryland
$486K +$487K +5,316 New
CRWM
709
Castle Rock Wealth Management
California
$483K +$484K +5,284 New
PWM
710
Prosperity Wealth Management
California
$483K +$96.3K +1,052 +25%
IPW
711
IronBridge Private Wealth
Texas
$483K -$28.2M -307,609 -98%
FFA
712
Frazier Financial Advisors
Ohio
$481K +$482K +5,264 New
AAP
713
Arax Advisory Partners
Colorado
$478K -$8.97K -98 -2%
ECM
714
Evergreen Capital Management
Washington
$478K +$479K +5,231 New
RIA
715
Regal Investment Advisors
Michigan
$477K -$90.7K -990 -16%
KA
716
Kovack Advisors
Florida
$476K -$679K -7,418 -59%
EFG
717
Ehrlich Financial Group
California
$474K +$475K +5,186 New
SLC
718
Second Line Capital
Louisiana
$468K +$468K +5,116 New
FA
719
Fiduciary Alliance
South Carolina
$465K +$49.2K +537 +12%
WB
720
Webster Bank
Connecticut
$462K
TWP
721
Tower Wealth Partners
Pennsylvania
$458K -$87.4K -955 -16%
BC
722
Bricktown Capital
Michigan
$457K
TCA
723
Transcend Capital Advisors
New Jersey
$454K +$455K +4,972 New
LL
724
LWMG LLC
Minnesota
$452K +$8.06K +88 +2%
EWM
725
Endowment Wealth Management
Wisconsin
$451K +$1.28K +14 +0.3%

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.