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State Street SPDR Bloomberg 1-3 Month T-Bill ETF

966 hedge funds and large institutions have $18.5B invested in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in 2024 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 366 increasing their positions, 400 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $854K

2% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 120

9% less repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 400

1% less funds holding

Funds holding: 980966 (-14)

9.02% less ownership

Funds ownership: 67.96%58.94% (-9%)

9% less funds holding in top 10

Funds holding in top 10: 176160 (-16)

18% less capital invested

Capital invested by funds: $22.7B → $18.5B (-$4.14B)

Holders
966
Holders Change
-14
Holders Change %
-1.43%
% of All Funds
13.92%
Holding in Top 10
160
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-9.09%
% of All Funds
2.3%
New
122
Increased
366
Reduced
400
Closed
120
Calls
$1.74M
Puts
$854K
Net Calls
+$882K
Net Calls Change
+$7.45M
Name Holding Trade Value Shares
Change
Change in
Stake
CAMG
101
CWA Asset Management Group
Florida
$27.7M -$57.7M -629,845 -68%
RA
102
RFG Advisory
Alabama
$27.6M +$10.6M +115,414 +62%
First Eagle Investment Management
103
First Eagle Investment Management
New York
$27M -$1.72M -18,765 -6%
HWP
104
Hibernia Wealth Partners
Louisiana
$26.8M +$3.85M +42,062 +17%
AI
105
Atria Investments
North Carolina
$26.1M -$28.8M -313,869 -52%
AFWM
106
Abich Financial Wealth Management
Virginia
$25.8M -$13.1M -142,833 -34%
IWC
107
Integrated Wealth Concepts
Massachusetts
$25.6M +$14.4M +157,736 +131%
GWM
108
Gitterman Wealth Management
New Jersey
$25.4M +$25.4M +277,207 New
ERIC
109
Eagle Rock Investment Company
Georgia
$25.2M -$2.09M -22,845 -8%
TC
110
Trilogy Capital
California
$25M -$4.07M -44,414 -14%
FPCP
111
Fort Point Capital Partners
California
$24.8M +$549K +5,994 +2%
BFG
112
Beacon Financial Group
Texas
$24.7M -$2.14M -23,387 -8%
SLFPAM
113
St. Louis Financial Planners Asset Management
Missouri
$24.4M -$939K -10,250 -4%
BCM
114
Brasada Capital Management
Texas
$24.3M -$8.31M -90,738 -25%
LNC
115
Lincoln National Corp
Pennsylvania
$24.3M +$24.3M +264,827 New
Wealth Enhancement Advisory Services
116
Wealth Enhancement Advisory Services
Minnesota
$23.7M -$2.38M -25,971 -9%
UWM
117
Udine Wealth Management
Florida
$23.3M -$356K -3,882 -2%
MMA
118
Miracle Mile Advisors
California
$23.2M +$7.62M +83,228 +49%
Polen Capital Management
119
Polen Capital Management
Florida
$22.9M -$32.7M -356,690 -59%
ZIM
120
Zacks Investment Management
Illinois
$22.8M -$2.66M -29,086 -10%
MA
121
Mutual Advisors
Nebraska
$22.5M -$5.65M -61,651 -20%
FSC
122
Full Sail Capital
Oklahoma
$22.3M -$1.23M -13,426 -5%
EH
123
Equitable Holdings
New York
$22.1M -$24.8M -270,396 -53%
ACM
124
Alethea Capital Management
Washington
$22.1M +$22M +240,557 New
Citadel Advisors
125
Citadel Advisors
Florida
$21.9M +$21.9M +238,554 New

BIL Hedge Fund Activity: Q1 2024 in Review

966 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) for Q1 2024, worth a combined $18.5B — down 18% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new BIL positions and 120 closed out — a net gain of 2 holders — while 366 added to existing stakes and 400 trimmed.

The largest buyer was UBS Group, adding an estimated $132M. The largest seller was Morgan Stanley, cutting an estimated $1.52B.

  • 966 institutional investors held State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) as of Q1 2024, down from 980 in Q4 2023.
  • Funds reported $18.5B of State Street SPDR Bloomberg 1-3 Month T-Bill ETF stock for Q1 2024, down 18% quarter-over-quarter.
  • 122 funds opened new State Street SPDR Bloomberg 1-3 Month T-Bill ETF positions in Q1 2024 and 120 closed out, a net change of +2 holders.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF buyer in Q1 2024 was UBS Group, an estimated $132M added.
  • The largest State Street SPDR Bloomberg 1-3 Month T-Bill ETF seller in Q1 2024 was Morgan Stanley, an estimated $1.52B sold.

Based on aggregated 13F filings for Q1 2024.