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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
TJHA
776
Thomas J. Herzfeld Advisors
Florida
$351K -$2.91M -31,834 -89%
IFWM
777
Institute for Wealth Management
Colorado
$348K +$2.47K +27 +0.7%
RFS
778
Richardson Financial Services
Massachusetts
$348K +$349K +3,810 New
RW
779
Rede Wealth
Virginia
$348K -$198K -2,163 -36%
OIA
780
OneDigital Investment Advisors
Kansas
$347K -$144K -1,570 -29%
CT
781
Clearstead Trust
Maine
$345K +$265K +2,889 +326%
NWMG
782
National Wealth Management Group
Ohio
$345K -$801K -8,746 -70%
PWG
783
Portside Wealth Group
Utah
$344K +$115K +1,256 +50%
NP
784
NorthRock Partners
Minnesota
$343K +$343K +3,749 New
EC
785
EdgeRock Capital
Colorado
$340K +$339K +3,701 New
CAM
786
Concorde Asset Management
Michigan
$338K -$175K -1,913 -34%
DWM
787
Dogwood Wealth Management
Kansas
$338K +$338K +3,694 New
SW
788
Signify Wealth
Missouri
$336K -$1.52M -16,551 -82%
LRPA
789
L. Roy Papp & Associates
Arizona
$332K
AFAS
790
Acorn Financial Advisory Services
Virginia
$329K +$3.85K +42 +1%
DWM
791
Destination Wealth Management
California
$326K
TWM
792
Thrive Wealth Management
Pennsylvania
$324K -$146K -1,595 -31%
EFL
793
ERn Financial LLC
Wisconsin
$319K +$319K +3,485 New
KC
794
Kingfisher Capital
North Carolina
$319K -$7.74M -84,478 -96%
BWA
795
BlueChip Wealth Advisors
Georgia
$314K +$314K +3,433 New
FHA
796
First Horizon Advisors
Tennessee
$307K -$11K -120 -3%
BWA
797
Bordeaux Wealth Advisors
California
$306K +$307K +3,352 New
TRCT
798
Tower Research Capital (TRC)
New York
$306K +$306K +3,346 New
LWM
799
Laidlaw Wealth Management
New York
$305K -$1.07M -11,710 -78%
Fifth Third Bancorp
800
Fifth Third Bancorp
Ohio
$303K +$28.5K +311 +10%

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.