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
MA
101
Mutual Advisors
Nebraska
$28M -$6.38M -69,648 -19%
ERIC
102
Eagle Rock Investment Company
Georgia
$27.2M +$2.67M +29,142 +11%
PCIG
103
Partners Capital Investment Group
Massachusetts
$27.1M -$4.85K -53 -0%
BFG
104
Beacon Financial Group
Texas
$26.7M +$357K +3,903 +1%
WCM
105
Weaver Capital Management
Georgia
$26.5M +$26.6M +290,114 New
TPWM
106
Twelve Points Wealth Management
Massachusetts
$25.9M +$6.79M +74,155 +35%
Wealth Enhancement Advisory Services
107
Wealth Enhancement Advisory Services
Minnesota
$25.9M -$4.88M -53,340 -16%
AAS
108
Avantax Advisory Services
Texas
$25.8M +$18M +196,369 +230%
TFA
109
Teamwork Financial Advisors
Texas
$25.4M -$12.6M -137,303 -33%
ZIM
110
Zacks Investment Management
Illinois
$25.4M +$1.88M +20,503 +8%
SLFPAM
111
St. Louis Financial Planners Asset Management
Missouri
$25.3M -$58.2M -636,066 -70%
MAP
112
Managed Asset Portfolios
Michigan
$24.8M +$7M +76,492 +39%
FPCP
113
Fort Point Capital Partners
California
$24.1M -$25.6M -279,920 -51%
DRS
114
Deane Retirement Strategies
Louisiana
$23.9M +$33K +360 +0.1%
MFS
115
McNamara Financial Services
Massachusetts
$23.7M +$11.6M +127,168 +97%
UWM
116
Udine Wealth Management
Florida
$23.6M +$2.84M +31,025 +14%
Prudential Financial
117
Prudential Financial
New Jersey
$23.5M +$3.91M +42,729 +20%
FSC
118
Full Sail Capital
Oklahoma
$23.4M -$12.4M -135,574 -35%
WI
119
WBI Investments
New Jersey
$23M +$5.21M +56,893 +29%
HWP
120
Hibernia Wealth Partners
Louisiana
$22.8M +$8.86M +96,752 +63%
LSAG
121
Lake Street Advisors Group
New Hampshire
$22.7M -$2.42M -26,412 -10%
DF
122
Donoghue Forlines
Massachusetts
$22.2M +$22.3M +243,246 New
ST
123
Spinnaker Trust
Maine
$22.2M +$492K +5,373 +2%
WAS
124
Winch Advisory Services
Wisconsin
$21.6M -$6.7M -73,124 -24%
CB
125
Commerce Bank
Missouri
$21.5M +$21.5M +235,273 New

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.