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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
SPP
876
Single Point Partners
Massachusetts
$202K
APW
877
Austin Private Wealth
Texas
$202K -$507K -5,540 -71%
SFM
878
Signet Financial Management
New Jersey
$202K -$7.14K -78 -3%
Fayez Sarofim & Co
879
Fayez Sarofim & Co
Texas
$201K +$201K +2,200 New
NFP
880
Narus Financial Partners
Utah
$201K -$13.7K -150 -6%
CL
881
Choreo LLC
Illinois
$201K +$201K +2,199 New
MSFS
882
Main Street Financial Solutions
Pennsylvania
$200K +$92 +1 +0%
PGFC
883
Peapack-Gladstone Financial Corp
New Jersey
$200K
BWM
884
Baystate Wealth Management
Massachusetts
$198K -$1.37K -15 -0.7%
Allspring Global Investments
885
Allspring Global Investments
North Carolina
$192K -$92 -1 -0%
GJIA
886
Glass Jacobson Investment Advisors
Maryland
$187K +$164K +1,787 +695%
SPWM
887
Spartan Planning & Wealth Management
North Carolina
$168K -$17.8M -194,819 -99%
AWM
888
Angeles Wealth Management
California
$155K
Schroder Investment Management Group
889
Schroder Investment Management Group
United Kingdom
$150K -$13.4M -145,954 -99%
Fidelity Investments
890
Fidelity Investments
Massachusetts
$136K -$65.1M -710,841 -100%
GWANC
891
Guardian Wealth Advisors (North Carolina)
North Carolina
$135K +$135K +1,473 New
FDCDDQ
892
Federation des caisses Desjardins du Quebec
Quebec, Canada
$126K -$8.15K -89 -6%
CT
893
Colonial Trust
South Carolina
$118K +$20.1K +219 +21%
MWM
894
MGB Wealth Management
Texas
$110K +$110K +1,200 New
CYG
895
Clean Yield Group
Vermont
$108K +$20K +218 +23%
EMCIP
896
Ewing Morris & Co Investment Partners
Ontario, Canada
$107K -$42.1K -460 -28%
Simplex Trading
897
Simplex Trading
Illinois
$103K +$104K +1,132 New
PP
898
Prudential plc
United Kingdom
$96K -$681K -7,440 -88%
BAM
899
Byrne Asset Management
New Jersey
$95.9K +$96.1K +1,050 New
KFI
900
Key Financial Inc
Pennsylvania
$92.3K

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.