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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
RCM
751
RMR Capital Management
California
$394K +$395K +4,313 New
ICG
752
InterOcean Capital Group
Tennessee
$388K +$389K +4,248 New
BTI
753
Blue Trust Inc
Georgia
$388K +$11.7K +128 +3%
WA
754
Waverly Advisors
Alabama
$388K -$11.3K -123 -3%
LA
755
Lifeworks Advisors
Michigan
$386K +$101K +1,101 +35%
HCC
756
Hirtle Callaghan & Co
Pennsylvania
$385K -$39.9K -436 -9%
FAG
757
Financial Architects (Georgia)
Georgia
$383K +$384K +4,195 New
PMFA
758
Plante Moran Financial Advisors
Michigan
$375K +$376K +4,106 New
CFA
759
Cahill Financial Advisors
Minnesota
$375K +$376K +4,102 New
SWA
760
Strata Wealth Advisors
Texas
$375K +$34.4K +376 +10%
PFBT
761
Parkside Financial Bank & Trust
Missouri
$375K +$375K +4,100 New
NL
762
NWAM LLC
Washington
$373K +$34.6K +378 +10%
Manulife (Manufacturers Life Insurance)
763
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$373K -$390K -4,261 -51%
AA
764
AlphaMark Advisors
Kentucky
$370K -$229K -2,503 -38%
SWM
765
SFG Wealth Management
Maryland
$370K -$41.6K -454 -10%
PCA
766
Providence Capital Advisors
North Carolina
$367K
TWM
767
TriaGen Wealth Management
California
$367K -$218K -2,385 -37%
PP
768
Patron Partners
Texas
$364K -$188K -2,050 -34%
KFS
769
Kelly Financial Services
Massachusetts
$362K -$1.07M -11,718 -75%
GSIAS
770
Garden State Investment Advisory Services
New Jersey
$361K -$80.8K -882 -18%
EFG
771
Everhart Financial Group
Ohio
$357K -$5.04K -55 -1%
DPI
772
Diversified Portfolios Inc
Michigan
$356K +$118K +1,284 +49%
HWM
773
HB Wealth Management
Georgia
$355K +$356K +3,888 New
TCPWM
774
Traverso Chambers Private Wealth Management
California
$354K
WMA
775
West Michigan Advisors
Michigan
$351K -$20.9K -228 -6%

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.