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US Treasury 12 Month Bill ETF
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Overview Fund Activity

49 hedge funds and large institutions have $128M invested in US Treasury 12 Month Bill ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+6
Holders Change %
+13.95%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
22
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
4WM
49 Wealth Management
Texas
+$8.7M
2
LPL Financial
LPL Financial
California
+$2.95M
3
Jane Street
Jane Street
New York
+$1.76M
4
W
Wealthquest
Ohio
+$1.3M
5
CFP
Curran Financial Partners
South Carolina
+$801K

Top Sellers

1
SWA
Stratos Wealth Advisors
Ohio
-$5.53M
2
FMI
F/M Investments
District of Columbia
-$3.11M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.58M
4
KDA
Kraft Davis & Associates
Missouri
-$1.7M
5
Stifel Financial
Stifel Financial
Missouri
-$1.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$421K +$421K +8,445 New
MSA
27
Marino Stram & Associates
Massachusetts
$358K +$27.5K +552 +8%
RJT
28
Raymond James Trust
Florida
$335K -$24.9K -500 -7%
TFS
29
Thoroughbred Financial Services
Tennessee
$313K +$51.2K +1,030 +20%
SPC
30
Sigma Planning Corp
Michigan
$295K +$14.9K +298 +5%
JWCA
31
J.W. Cole Advisors
Florida
$284K -$52K -1,042 -15%
PPP
32
Private Portfolio Partners
New Jersey
$278K +$278K +5,584 New
PAG
33
Private Advisor Group
New Jersey
$274K +$26.9K +539 +11%
OMC
34
Old Mission Capital
Illinois
$263K +$263K +5,275 New
IWC
35
Integrated Wealth Concepts
Massachusetts
$249K +$249K +5,000 New
RJFSA
36
Raymond James Financial Services Advisors
Florida
$233K +$233K +4,670 New
PWM
37
Perigon Wealth Management
California
$211K -$175K -3,510 -45%
OSAM
38
O'Shaughnessy Asset Management
Connecticut
$144K +$144K +2,881 New
NS
39
NBC Securities
Alabama
$74K +$49.3K +1,000 +200%
PS
40
Principal Securities
Iowa
$67.2K +$37.3K +747 +125%
FGAM
41
Financial Gravity Asset Management
Texas
$62.8K +$62.8K +1,259 New
GRP
42
Global Retirement Partners
California
$49.9K – – –
AF
43
Allworth Financial
California
$10.2K +$10.2K +205 New
FRA
44
Front Row Advisors
California
$9.97K – – –
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$5K – – –
FHC
46
First Heartland Consultants
Missouri
$1.18K +$199 +3,994 +20%
DFA
47
DHJJ Financial Advisors
Illinois
$101 – – –
Morgan Stanley
48
Morgan Stanley
New York
$51 – – –
Fidelity Investments
49
Fidelity Investments
Massachusetts
$50 – – –
SWA
50
Stratos Wealth Advisors
Ohio
– -$5.53M -110,716 Closed
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