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
YCM
201
Yakira Capital Management
Connecticut
$11.6M +$9.98M +109,031 +596%
HCM
202
Hilton Capital Management
New York
$11.6M +$1.19M +12,958 +11%
RAM
203
Revere Asset Management
Texas
$11.6M +$11.6M +126,918 New
CF
204
Clarity Financial
Texas
$11.6M -$1.23M -13,446 -10%
TWM
205
TMD Wealth Management
Arizona
$11.5M -$1.83M -20,007 -14%
CFIM
206
Client First Investment Management
Wisconsin
$11.5M +$11.5M +125,344 New
LAM
207
Lakewood Asset Management
Illinois
$11.2M -$1.15M -12,594 -9%
IWC
208
Integrated Wealth Concepts
Massachusetts
$11M -$3.47M -37,876 -24%
IAN
209
Integrated Advisors Network
Texas
$11M -$25.7M -280,868 -70%
PPP
210
Private Portfolio Partners
New Jersey
$11M +$2M +21,846 +22%
Vontobel Holding
211
Vontobel Holding
Switzerland
$10.8M +$5.16M +56,384 +91%
Janney Montgomery Scott
212
Janney Montgomery Scott
Pennsylvania
$10.8M +$907K +9,904 +9%
AWM
213
Austin Wealth Management
Texas
$10.7M +$526K +5,740 +5%
SIM
214
Sterling Investment Management
Arizona
$10.6M +$4.84M +52,823 +83%
Cerity Partners
215
Cerity Partners
New York
$10.5M -$2.24M -24,486 -18%
SB
216
Strategic Blueprint
Georgia
$10.4M -$52.2K -570 -0.5%
NAM
217
NorthCrest Asset Manangement
Minnesota
$10.4M -$893K -9,751 -8%
CI
218
CPR Investments
Michigan
$10.4M +$1.36M +14,852 +15%
GLA
219
Good Life Advisors
Pennsylvania
$10.3M +$1.04M +11,357 +11%
MDCM
220
Morgan Dempsey Capital Management
Wisconsin
$10.3M -$614K -6,701 -6%
RPCA
221
Running Point Capital Advisors
California
$10.3M +$10.3M +112,943 New
TCFP
222
Treasure Coast Financial Planning
Florida
$10.2M -$131K -1,428 -1%
BRWA
223
B. Riley Wealth Advisors
Florida
$10M -$8.18M -89,382 -45%
VCA
224
Verdence Capital Advisors
Maryland
$10M +$856K +9,352 +9%
OC
225
Oppenheimer & Co
New York
$9.94M +$4.64M +50,709 +87%

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.