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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
Morgan Stanley
1
Morgan Stanley
New York
$2.82B +$1.35B +14,749,109 +91%
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$1.64B +$1.63B +17,782,168 +16,309%
Bank of America
3
Bank of America
North Carolina
$1.51B +$149M +1,627,211 +11%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.26B +$869M +9,494,876 +220%
LPL Financial
5
LPL Financial
California
$844M +$62.2M +679,699 +8%
Wells Fargo
6
Wells Fargo
California
$654M +$145M +1,586,604 +28%
UBS Group
7
UBS Group
Switzerland
$616M +$12.6M +137,957 +2%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$592M -$252M -2,748,417 -30%
Truist Financial
9
Truist Financial
North Carolina
$559M +$70.5M +770,288 +14%
Osaic Holdings
10
Osaic Holdings
Arizona
$469M +$150M +1,634,626 +47%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$444M +$24.2M +264,590 +6%
CWP
12
Capital Wealth Planning
Florida
$418M -$68M -742,329 -14%
Stifel Financial
13
Stifel Financial
Missouri
$401M -$33.8M -368,712 -8%
Capital International Investors
14
Capital International Investors
California
$380M +$380M +4,154,045 New
Ameriprise
15
Ameriprise
Minnesota
$296M -$125M -1,365,201 -30%
CAN
16
Cetera Advisor Networks
California
$209M +$132M +1,437,050 +169%
SEI Investments
17
SEI Investments
Pennsylvania
$208M +$61.4M +670,691 +42%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$190M +$154M +1,676,898 +417%
AWM
19
AE Wealth Management
Kansas
$190M -$110M -1,198,897 -37%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$189M -$714K -7,795 -0.4%
Eagle Capital Management (New York)
21
Eagle Capital Management (New York)
New York
$168M -$12.4M -135,157 -7%
BBVA
22
Banco Bilbao Vizcaya Argentaria
Spain
$164M -$28M -305,783 -15%
OAM
23
Oppenheimer Asset Management
New York
$161M +$94.9K +1,036 +0.1%
HCM
24
Howard Capital Management
Georgia
$137M +$125M +1,365,372 +1,047%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$136M -$16.5M -180,394 -11%

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.