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Global X 1-3 Month T-Bill ETF

29 hedge funds and large institutions have $45.3M invested in Global X 1-3 Month T-Bill ETF in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,900% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 1

228% more capital invested

Capital invested by funds: $13.8M → $45.3M (+$31.5M)

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

190% more funds holding

Funds holding: 1029 (+19)

3.46% more ownership

Funds ownership: 5.73%9.19% (+3.5%)

Holders
29
Holders Change
+19
Holders Change %
+190%
% of All Funds
0.42%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
6
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$11.5M +$3.2M +31,910 +39%
HWP
2
Highline Wealth Partners
California
$10M +$10.1M +100,408 New
AW
3
Alaethes Wealth
Nevada
$3.97M +$3.98M +39,665 New
CW
4
CreativeOne Wealth
Kansas
$1.87M -$515K -5,136 -22%
CF
5
Centaurus Financial
California
$1.86M +$1.86M +18,567 New
Truist Financial
6
Truist Financial
North Carolina
$1.86M +$1.86M +18,551 New
PWM
7
Prosperity Wealth Management
California
$1.67M +$1.67M +16,649 New
Jane Street
8
Jane Street
New York
$1.39M +$554K +5,526 +66%
LPL Financial
9
LPL Financial
California
$1.32M +$1.33M +13,208 New
LMKC
10
L.M. Kohn & Company
Ohio
$1.21M +$1.21M +12,075 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.16M +$1.16M +11,585 New
HAS
12
HBW Advisory Services
California
$1.06M +$1.07M +10,631 New
CA
13
Cetera Advisors
Colorado
$991K +$343K +3,415 +53%
CIA
14
Concurrent Investment Advisors
Florida
$950K +$952K +9,488 New
SLWA
15
San Luis Wealth Advisors
California
$694K +$488K +4,863 +235%
AAS
16
Avantax Advisory Services
Texas
$664K +$666K +6,637 New
Citadel Advisors
17
Citadel Advisors
Florida
$613K +$172K +1,718 +39%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$493K +$494K +4,924 New
NA
19
Nottingham Advisors
New York
$468K +$469K +4,676 New
OMC
20
Old Mission Capital
Illinois
$350K
Osaic Holdings
21
Osaic Holdings
Arizona
$312K +$232K +2,317 +290%
GM
22
GeoWealth Management
Illinois
$268K -$25.6K -255 -9%
GRP
23
Global Retirement Partners
California
$201K +$201K +2,004 New
SWP
24
Stratos Wealth Partners
Ohio
$201K +$201K +2,004 New
RIL
25
Rothschild Investment LLC
Illinois
$175K +$176K +1,750 New

CLIP Hedge Fund Activity: Q4 2023 in Review

29 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Global X 1-3 Month T-Bill ETF (CLIP) for Q4 2023, worth a combined $45.3M — up 228% from $13.8M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CLIP positions and 1 closed out — a net gain of 19 holders — while 6 added to existing stakes and 2 trimmed.

The largest buyer was Highline Wealth Partners, opening a new position worth an estimated $10.1M. The largest seller was CreativeOne Wealth, cutting an estimated $515K.

  • 29 institutional investors held Global X 1-3 Month T-Bill ETF (CLIP) as of Q4 2023, up from 10 in Q3 2023.
  • Funds reported $45.3M of Global X 1-3 Month T-Bill ETF stock for Q4 2023, up 228% quarter-over-quarter.
  • 20 funds opened new Global X 1-3 Month T-Bill ETF positions in Q4 2023 and 1 closed out, a net change of +19 holders.
  • The largest Global X 1-3 Month T-Bill ETF buyer in Q4 2023 was Highline Wealth Partners, an estimated $10.1M added.
  • The largest Global X 1-3 Month T-Bill ETF seller in Q4 2023 was CreativeOne Wealth, an estimated $515K sold.

Based on aggregated 13F filings for Q4 2023.