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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
HSA
851
HBK Sorce Advisory
Pennsylvania
$237K -$724K -7,912 -75%
WDC
852
Woodward Diversified Capital
California
$236K +$237K +2,586 New
TMWM
853
Taylor & Morgan Wealth Management
Michigan
$229K +$230K +2,508 New
WFAG
854
Worth Financial Advisory Group
North Carolina
$229K +$24.3K +265 +12%
UW
855
Unique Wealth
Florida
$226K -$25.6K -280 -10%
TA
856
TFB Advisors
Kansas
$224K -$85.2K -930 -27%
MGIA
857
Moneta Group Investment Advisors
Missouri
$222K -$7.42K -81 -3%
TCWM
858
Total Clarity Wealth Management
Illinois
$222K +$222K +2,428 New
FGAM
859
Financial Gravity Asset Management
Texas
$221K +$60K +655 +37%
PCS
860
Personal CFO Solutions
New Jersey
$220K +$221K +2,412 New
CFG
861
Citizens Financial Group
Rhode Island
$220K +$220K +2,405 New
3F
862
360 Financial
Minnesota
$220K +$220K +2,402 New
LPP
863
Life Planning Partners
Florida
$218K +$218K +2,384 New
DAS
864
Dynamic Advisor Solutions
Arizona
$218K -$2.18M -23,770 -91%
PCM
865
Pointe Capital Management
Michigan
$216K +$216K +2,363 New
QAM
866
Q3 Asset Management
Michigan
$215K -$27.9K -305 -11%
WIA
867
World Investment Advisors
California
$215K +$215K +2,352 New
FA
868
FSA Advisors
Michigan
$214K +$215K +2,346 New
ETIA
869
Epic Trust Investment Advisors
Washington
$214K +$214K +2,341 New
MWM
870
Mission Wealth Management
California
$212K +$212K +2,315 New
SWP
871
Significant Wealth Partners
Illinois
$211K +$212K +2,310 New
BDWCC
872
B&D White Capital Company
Texas
$209K
HTC
873
Haverford Trust Company
Pennsylvania
$208K +$208K +2,273 New
AF
874
Apexium Financial
Texas
$206K +$207K +2,259 New
OFS
875
Oldfather Financial Services
Nebraska
$206K +$3.57K +39 +2%

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.