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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
PCA
126
Prosperity Capital Advisors
Ohio
$21.5M +$8.35M +91,230 +63%
FTA
127
Financial & Tax Architects
Missouri
$21.3M -$552K -6,029 -3%
EWA
128
EverSource Wealth Advisors
Alabama
$21M +$6.21M +67,818 +42%
FCA
129
FLC Capital Advisors
California
$20.5M +$19.8M +216,406 +2,726%
MIG
130
McGuire Investment Group
Rhode Island
$20.5M +$294K +3,213 +1%
CAM
131
Cresset Asset Management
Illinois
$20.3M +$1.84M +20,114 +10%
BAG
132
Bridgewealth Advisory Group
California
$20.3M +$10.3M +112,757 +104%
UFF
133
USA Financial Formulas
Michigan
$20.2M +$20.2M +220,806 +57,502%
Capital World Investors
134
Capital World Investors
California
$19.9M +$19.9M +217,515 New
KAS
135
Kestra Advisory Services
Texas
$19.8M +$11M +119,941 +124%
IAS
136
IMA Advisory Services
Colorado
$19.4M +$4.72M +51,514 +32%
NWM
137
Napa Wealth Management
California
$19M +$19M +207,878 New
IWS
138
Insight Wealth Strategies
California
$18.9M +$2.12M +23,200 +13%
AWA
139
Arete Wealth Advisors
Illinois
$18.8M +$8.51M +92,883 +82%
SWP
140
Strategic Wealth Partners
Ohio
$18.6M -$5.55M -60,567 -23%
SJIC
141
St. James Investment Company
Texas
$18.4M -$11M -119,932 -37%
BAM
142
Belpointe Asset Management
Nevada
$18.4M +$9.41M +102,792 +105%
BCM
143
BML Capital Management
Indiana
$18.3M
Bank of New York Mellon
144
Bank of New York Mellon
New York
$18.2M -$5.21M -56,845 -22%
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
$18M +$1.11M +12,134 +7%
FAM
146
Frontier Asset Management
Wyoming
$17.9M +$16.8M +183,825 +1,547%
SCI
147
Stableford Capital II
Arizona
$17.6M -$752K -8,207 -4%
ACA
148
Aptus Capital Advisors
Alabama
$17.5M -$565K -6,173 -3%
Millennium Management
149
Millennium Management
New York
$17.5M -$10.3M -112,623 -37%
RC
150
Randolph Company
Ohio
$17.3M +$6.19M +67,576 +56%

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.