We are live on ! Find out more
BIL icon

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
MIM
951
Macroview Investment Management
Maryland
$5.79K -$6.32K -69 -52%
SA
952
Scarborough Advisors
Maryland
$5.3K +$5.31K +58 New
OSAM
953
O'Shaughnessy Asset Management
Connecticut
$4.93K -$208K -2,269 -98%
TFGT
954
TS Financial Group (TSFG)
Illinois
$4K +$3.57K +39 New
EPW
955
Evergreen Private Wealth
Colorado
$3.93K +$3.94K +43 New
HR
956
Howe & Rusling
New York
$3.84K +$3.85K +42 New
CCM
957
Chilton Capital Management
Texas
$3.56K +$3.57K +39 New
NA
958
Nordwand Advisors
Pennsylvania
$3.56K +$3.57K +39 New
WIM
959
Westside Investment Management
California
$3.47K
PP
960
Pacifica Partners
Canada
$3.2K
TAM
961
Townsend Asset Management
North Carolina
$3.2K
SC
962
SouthState Corp
Florida
$3.2K +$3.21K +35 New
FPF
963
First Pacific Financial
Washington
$2.92K +$2.93K +32 New
FMII
964
Farmers & Merchants Investments Inc
Nebraska
$2.65K
KSWA
965
Kathleen S. Wright Associates
Pennsylvania
$2.38K
BL
966
BFSG LLC
California
$2.19K +$2.2K +24 New
OC
967
Oakworth Capital
Alabama
$2.19K
BC
968
Bartlett & Co
Ohio
$2K
BCWM
969
Bartlett & Co Wealth Management
Ohio
$1.92K
AF
970
Arrow Financial
New York
$1.37K +$1.37K +15 New
TFA
971
Toth Financial Advisory
Virginia
$1.37K +$1.37K +15 New
CSB
972
City State Bank
Iowa
$1K
TFA
973
Transamerica Financial Advisors
Florida
$1K
VNA
974
Valley National Advisers
Pennsylvania
$1K
SWM
975
Sanctuary Wealth Management
Idaho
$914 -$7.81M -85,270 -100%

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.