We are live on ! Find out more
BIL icon

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
Goldman Sachs
51
Goldman Sachs
New York
$59.2M +$58.9M +643,610 +14,708%
FA
52
Fiducient Advisors
Illinois
$59M +$24.8M +270,298 +72%
Polen Capital Management
53
Polen Capital Management
Florida
$55.4M +$55.5M +606,590 New
AI
54
Atria Investments
North Carolina
$54.7M +$19.6M +213,955 +56%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$54.1M -$26.6M -290,284 -33%
Mariner
56
Mariner
Kansas
$53.2M -$20.9M -228,776 -28%
WHG
57
Westwood Holdings Group
Texas
$51.6M -$3.56M -38,913 -6%
FIM
58
Freedom Investment Management
Connecticut
$51.2M +$11.7M +128,302 +30%
IPW
59
Impact Partnership Wealth
Georgia
$51.2M -$31.2M -340,467 -38%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$50.4M -$20.8M -227,270 -29%
CF
61
Centaurus Financial
California
$49.8M +$16.9M +184,020 +51%
CAAS
62
Capital Asset Advisory Services
Michigan
$47.4M +$11.1M +121,335 +31%
EH
63
Equitable Holdings
New York
$46.7M -$59.1M -645,111 -56%
BCM
64
Brookstone Capital Management
Illinois
$45.9M -$47.3M -516,184 -51%
GRP
65
Global Retirement Partners
California
$45.5M -$5.33M -58,188 -10%
BS
66
Banco Santander
Spain
$45.3M -$1.36M -14,845 -3%
LLWM
67
Life Line Wealth Management
California
$45.3M +$45.3M +495,258 New
CA
68
Cetera Advisors
Colorado
$45.2M +$34.7M +378,883 +327%
Citigroup
69
Citigroup
New York
$44.5M +$5.34M +58,296 +14%
HSBC Holdings
70
HSBC Holdings
United Kingdom
$44.2M
BCI
71
Brinker Capital Investments
Pennsylvania
$43.3M +$30.6M +334,539 +241%
OPS
72
Orion Portfolio Solutions
Nebraska
$43.3M +$30.6M +334,539 +241%
EWA
73
EP Wealth Advisors
California
$43M +$9.59M +104,729 +29%
MSAM
74
Moloney Securities Asset Management
Missouri
$43M +$43.1M +470,340 New
AA
75
Acorns Advisers
California
$42.5M +$477K +5,204 +1%

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.