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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
SI
76
Sprott Inc
Ontario, Canada
$42M +$4.2M +45,917 +11%
TA
77
Tectonic Advisors
Texas
$39.5M +$2.62M +28,620 +7%
AFWM
78
Abich Financial Wealth Management
Virginia
$38.8M +$38.8M +424,258 New
DIM
79
Delta Investment Management
California
$38.5M -$33.1M -360,950 -46%
BB
80
Bell Bank
North Dakota
$38.2M +$34.6M +377,924 +948%
OCM
81
One Capital Management
California
$36.3M +$10.3M +113,012 +40%
MML Investors Services
82
MML Investors Services
Massachusetts
$35.4M +$4.01M +43,798 +13%
HighTower Advisors
83
HighTower Advisors
Illinois
$35.3M -$33.1M -361,234 -48%
TFA
84
Tranquilli Financial Advisor
New Jersey
$35.2M +$35.2M +384,761 New
PL
85
Parkwood LLC
Ohio
$34.6M +$34.7M +379,000 New
AA
86
Apriem Advisors
California
$33.9M +$1.2M +13,053 +4%
AI
87
Auour Investments
Massachusetts
$33.9M +$1.26M +13,777 +4%
SS
88
Simplicity Solutions
Minnesota
$33.8M +$15.9M +173,115 +88%
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$33.7M +$826K +9,023 +3%
1SAMC
90
12th Street Asset Management Company
Tennessee
$32.8M +$2.89M +31,524 +10%
BFG
91
Bleakley Financial Group
New Jersey
$32.7M +$16M +174,241 +95%
BCM
92
Brasada Capital Management
Texas
$32.5M -$13.9M -151,685 -30%
AssetMark Inc
93
AssetMark Inc
California
$31.9M -$70.5M -770,042 -69%
GM
94
GeoWealth Management
Illinois
$31.1M -$41.1M -448,657 -57%
NG
95
Northstar Group
New York
$30.1M +$9.15M +99,872 +44%
HA
96
Hanover Advisors
South Carolina
$29.2M +$29.3M +319,634 New
CF
97
Convergence Financial
Missouri
$29M +$17.4M +190,365 +150%
TC
98
Trilogy Capital
California
$28.9M -$64.7M -706,612 -69%
First Eagle Investment Management
99
First Eagle Investment Management
New York
$28.6M -$1.9M -20,724 -6%
JP Morgan Chase
100
JP Morgan Chase
New York
$28.2M +$14.6M +159,352 +107%

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.