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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
CA
901
Crewe Advisors
Utah
$91K +$91.2K +996 New
SIS
902
Sound Income Strategies
Florida
$84.9K +$44K +481 +107%
BWP
903
Baldwin Wealth Partners
Massachusetts
$81.7K -$17.2K -188 -17%
PCWA
904
Pacific Capital Wealth Advisors
California
$69.7K +$69.9K +763 New
BL
905
Balentine LLC
Georgia
$68.5K
SWM
906
Sugarloaf Wealth Management
Georgia
$60.4K -$8.24K -90 -12%
SWS
907
SYSTM Wealth Solutions
Illinois
$60.1K +$60.3K +658 New
HGA
908
Hobbs Group Advisors
South Carolina
$59.7K +$59.9K +654 New
MSG
909
Main Street Group
Virginia
$59.4K +$59.5K +650 New
AWM
910
Avior Wealth Management
Nebraska
$57.2K +$17.9K +196 +46%
NS
911
NBC Securities
Alabama
$54K +$54.8K +599 New
WCM
912
Winthrop Capital Management
Indiana
$48.4K +$48.5K +530 New
GIA
913
GHP Investment Advisors
Colorado
$46.7K +$18.6K +203 +66%
CA
914
Clearstead Advisors
Ohio
$46.1K -$78.6K -858 -63%
LIM
915
Longfellow Investment Management
Massachusetts
$45K +$30K +328 +200%
HGERS
916
Householder Group Estate & Retirement Specialist
Arizona
$43K +$7.05K +77 +19%
RFG
917
REAP Financial Group
Texas
$40.4K +$40.5K +442 New
Bessemer Group
918
Bessemer Group
New Jersey
$39K +$38.9K +425 New
AP
919
Atwood & Palmer
Missouri
$36.6K
RG
920
Retirement Group
California
$35.5K +$25.8K +282 +266%
LWA
921
Lowe Wealth Advisors
Maryland
$34.7K -$63.2K -690 -64%
WAM
922
WFA Asset Management
Wisconsin
$34.2K +$458 +5 +1%
CPA
923
Clear Point Advisors
New York
$33.9K +$34K +371 New
SFC
924
SYM Financial Corp
Indiana
$31.6K +$31.7K +346 New
CWM
925
CarsonAllaria Wealth Management
Illinois
$31.3K -$1.56K -17 -5%

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.