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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
IC
176
Inscription Capital
Texas
$14M +$1.55M +16,924 +12%
Comerica Bank
177
Comerica Bank
Texas
$14M -$821K -8,964 -6%
AFG
178
Altiora Financial Group
Ohio
$13.8M -$413K -4,514 -3%
SIA
179
Strategic Investment Advisors
Michigan
$13.7M +$12.9M +141,285 +1,554%
MWM
180
Moulton Wealth Management
Washington
$13.6M +$103K +1,125 +0.8%
BPA
181
Beacon Pointe Advisors
California
$13.6M -$4.87M -53,150 -26%
SPIA
182
Steward Partners Investment Advisory
New York
$13.5M +$5.28M +57,711 +64%
LIA
183
Luken Investment Analytics
Tennessee
$13.3M +$13.3M +145,589 New
LJAC
184
L.J. Altfest & Co
New York
$13.2M -$209K -2,283 -2%
TC
185
Telemus Capital
Michigan
$13.1M +$5.77M +63,041 +78%
VWM
186
Vigilare Wealth Management
Arizona
$13M -$16.9M -184,569 -56%
CWA
187
Continuum Wealth Advisors
New York
$12.6M +$3.25M +35,516 +35%
TAM
188
Titleist Asset Management
Texas
$12.6M +$3.14M +34,345 +33%
SPWG
189
Syntegra Private Wealth Group
Missouri
$12.5M +$11M +120,107 +703%
AIM
190
Astor Investment Management
Illinois
$12.5M -$12.1M -132,275 -49%
FWA
191
FSC Wealth Advisors
New York
$12.4M -$6.11M -66,730 -33%
FCA
192
Fortis Capital Advisors
Kansas
$12.3M +$8.61M +94,076 +232%
AFP
193
Ausdal Financial Partners
Iowa
$12.2M +$11.4M +124,253 +1,428%
GSC
194
G&S Capital
Colorado
$12.1M +$5.42M +59,206 +81%
DFC
195
DBK Financial Counsel
Ohio
$11.9M +$3.81M +41,620 +47%
FWM
196
Focused Wealth Management
New York
$11.9M -$9.11M -99,446 -43%
CAM
197
Creekmur Asset Management
Illinois
$11.9M +$11.9M +129,975 New
SC
198
Sykon Capital
New York
$11.7M -$39.9M -435,304 -77%
SRC
199
Shufro Rose & Co
New York
$11.7M -$75.2K -821 -0.6%
LMKC
200
L.M. Kohn & Company
Ohio
$11.7M +$549K +5,997 +5%

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.