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.
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: 865 → 980 (+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: 193 → 176 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$1.63B |
| 2 |
Morgan Stanley
New York
|
+$1.35B |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$869M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$380M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$154M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$252M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$125M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$110M |
| 4 |
GS
GTS Securities
New York
|
-$73.6M |
| 5 |
AssetMark Inc
Concord,
California
|
-$70.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HWA
1051
HHM Wealth Advisors
Chattanooga,
Tennessee
| – | -$10K | -109 | Closed |
|
|
SIS
1052
Strategic Investment Solutions
Orland Park,
Illinois
| – | -$6.04K | -66 | Closed |
|
1053
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| – | -$5.79K | -63 | Closed |
|
|
LFA
1054
LGT Financial Advisors
Dallas,
Texas
| – | -$1.84K | -20 | Closed |
|
|
RA
1055
Rise Advisors
Rochester,
New York
| – | -$71 | -1 | 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.