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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
PIWA
1001
Prevail Innovative Wealth Advisors
Kansas
-$3.78M -41,189 Closed
TIM
1002
Total Investment Management
Arizona
-$3.21M -34,928 Closed
HKIMG
1003
Hutchens & Kramer Investment Management Group
Indiana
-$2.14M -23,405 Closed
OBGC
1004
O'Brien Greene & Co
Pennsylvania
-$2.05M -22,350 Closed
KOC
1005
Koss-Olinger Consulting
Florida
-$1.61M -17,584 Closed
LHC
1006
Little House Capital
Massachusetts
-$1.58M -17,234 Closed
SMF
1007
Sterling Manor Financial
New York
-$1.34M -14,547 Closed
GFG
1008
Goldstone Financial Group
Illinois
-$1.21M -13,146 Closed
CIBC World Market
1009
CIBC World Market
Ontario, Canada
-$1.09M -11,835 Closed
WP
1010
WealthShield Partners
North Carolina
-$960K -10,451 Closed
TCM
1011
Telos Capital Management
California
-$868K -9,458 Closed
R
1012
Rebalance
California
-$745K -8,117 Closed
EF
1013
Empirical Finance
Pennsylvania
-$673K -7,326 Closed
MGWM
1014
Marks Group Wealth Management
Minnesota
-$621K -6,761 Closed
YIA
1015
YHB Investment Advisors
Connecticut
-$601K -6,544 Closed
PFG
1016
Prosperity Financial Group
California
-$589K -6,415 Closed
PCM
1017
Parsons Capital Management
Rhode Island
-$560K -6,102 Closed
GAA
1018
Global Assets Advisory
Florida
-$550K -5,990 Closed
DAM
1019
Draper Asset Management
New York
-$459K -5,000 Closed
EWM
1020
Empirical Wealth Management
Washington
-$443K -4,824 Closed
HF
1021
HRT Financial
New York
-$431K -4,697 Closed
Barclays
1022
Barclays
United Kingdom
-$423K -4,610 Closed
AFO
1023
Arrowroot Family Office
California
-$412K -4,487 Closed
FSA
1024
Financial Sense Advisors
California
-$380K -4,137 Closed
TIAA Trust, National Association
1025
TIAA Trust, National Association
North Carolina
-$366K -3,989 Closed

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.