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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
ATFA
801
All Terrain Financial Advisors
Minnesota
$296K +$183 +2 +0.1%
ICM
802
Islay Capital Management
Texas
$295K -$48.3K -527 -14%
MCCA
803
Mill Creek Capital Advisors
Pennsylvania
$294K +$295K +3,219 New
TWA
804
Talisman Wealth Advisors
New Jersey
$294K -$39.5K -431 -12%
MIA
805
MMBG Investment Advisors
Florida
$292K
LA
806
Latitude Advisors
Florida
$291K -$3.68M -40,194 -93%
ACM
807
AlphaStar Capital Management
North Carolina
$291K -$259K -2,832 -47%
AR
808
Apeiron RIA
Texas
$288K -$17.5K -191 -6%
PFGIA
809
Patriot Financial Group Insurance Agency
Massachusetts
$288K -$20.8K -227 -7%
OBWG
810
Onyx Bridge Wealth Group
New York
$288K +$28.1K +307 +11%
PWP
811
Phillips Wealth Planners
Mississippi
$286K -$54.8K -599 -16%
CAL
812
Capital Analysts LLC
Pennsylvania
$286K +$28.9K +316 +11%
ADL
813
Asset Dedication LLC
California
$285K -$357K -3,899 -56%
EB
814
Eastern Bank
Massachusetts
$281K -$107K -1,172 -28%
FCM
815
Fourpath Capital Management
Oklahoma
$280K -$293K -3,195 -51%
MCA
816
MSH Capital Advisors
Arizona
$277K +$278K +3,036 New
AF
817
Advisornet Financial
Minnesota
$273K -$82K -895 -23%
CBFP
818
Cedar Brook Financial Partners
Ohio
$271K +$24.9K +272 +10%
SAM
819
Secure Asset Management
Michigan
$270K -$6.23K -68 -2%
UCB
820
United Community Bank
South Carolina
$269K -$62.7K -685 -19%
HW
821
Hamilton Wealth
California
$268K +$269K +2,935 New
GDP
822
Great Diamond Partners
Maine
$266K -$32.8K -358 -11%
WCWM
823
Wooster Corthell Wealth Management
Connecticut
$261K +$261K +2,855 New
Fisher Asset Management
824
Fisher Asset Management
Washington
$260K +$56.8K +620 +28%
I
825
INVST
Indiana
$259K -$28.7M -313,425 -99%

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.