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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
TSW
726
Thompson Siegel & Walmsley
Virginia
$449K -$150K -1,640 -25%
CG
727
Clarus Group
Texas
$446K -$115K -1,257 -20%
KIM
728
Karpus Investment Management
New York
$446K +$192K +2,100 +76%
GI
729
Gradient Investments
Minnesota
$440K -$3.31M -36,170 -88%
MRWM
730
ML&R Wealth Management
Texas
$439K +$240K +2,617 +120%
RIL
731
Rothschild Investment LLC
Illinois
$434K +$138K +1,510 +47%
AWM
732
Accurate Wealth Management
Florida
$434K -$6.89M -75,218 -94%
BFA
733
Beacon Financial Advisory
Ohio
$434K +$434K +4,744 New
LFG
734
Larson Financial Group
Missouri
$432K -$8.33K -91 -2%
CAAM
735
Cornerstone Advisors Asset Management
Pennsylvania
$430K -$289K -3,161 -40%
SIM
736
Stratos Investment Management
Ohio
$426K -$5.91M -64,585 -93%
SAW
737
Signal Advisors Wealth
Michigan
$426K +$427K +4,665 New
CPA
738
Capital Performance Advisors
California
$420K +$421K +4,600 New
William Blair & Company
739
William Blair & Company
Illinois
$419K -$101K -1,105 -19%
SWM
740
Salvus Wealth Management
New Jersey
$416K -$200K -2,185 -32%
PWP
741
Principle Wealth Partners
Connecticut
$416K
WI
742
Wintrust Investments
Illinois
$411K
DAC
743
Dividend Assets Capital
South Carolina
$411K +$12K +131 +3%
AWA
744
Arkadios Wealth Advisors
Georgia
$409K -$526K -5,744 -56%
MWM
745
Maripau Wealth Management
Indiana
$406K -$193K -2,104 -32%
BCG
746
BayBridge Capital Group
California
$403K +$403K +4,400 New
PFA
747
Pinnacle Family Advisors
Missouri
$402K +$403K +4,400 New
ATC
748
Argent Trust Co
Tennessee
$401K -$121K -1,321 -23%
JCM
749
Janney Capital Management
Pennsylvania
$400K
MAM
750
Madison Asset Management
Wisconsin
$399K +$400K +4,371 New

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.