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US Treasury 12 Month Bill ETF

65 hedge funds and large institutions have $192M invested in US Treasury 12 Month Bill ETF in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

3% more funds holding

Funds holding: 6365 (+2)

1% more capital invested

Capital invested by funds: $190M → $192M (+$2.59M)

4% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 24

1.44% less ownership

Funds ownership: 66.02%64.57% (-1.4%)

Holders
65
Holders Change
+2
Holders Change %
+3.17%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
23
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
26
Amplius Wealth Advisors
Pennsylvania
$884K -$75.3K -1,500 -8%
KAS
27
Kestra Advisory Services
Texas
$833K +$16.4K +326 +2%
GVCM
28
Global View Capital Management
Wisconsin
$828K +$15.8K +315 +2%
MSWA
29
Marshall & Sterling Wealth Advisors
New York
$768K -$10.7K -213 -1%
NA
30
NewEdge Advisors
Louisiana
$694K +$684K +13,621 +6,811%
JIP
31
Jaffetilchin Investment Partners
Florida
$686K -$3.57K -71 -0.5%
GRP
32
Global Retirement Partners
California
$542K -$99.5K -1,981 -16%
SF
33
Summit Financial
New Jersey
$519K +$175K +3,486 +51%
HAG
34
HighPoint Advisor Group
Illinois
$517K +$517K +10,297 New
CCM
35
Crew Capital Management
Ohio
$517K +$61.5K +1,224 +14%
WIA
36
World Investment Advisors
California
$506K
CGA
37
Crescent Grove Advisors
Illinois
$503K +$64K +1,275 +15%
VBFP
38
Valtinson Bruner Financial Planning
Minnesota
$502K +$301 +6 +0.1%
SWA
39
Sax Wealth Advisors
New Jersey
$417K -$252K -5,026 -38%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$415K -$1.37M -27,279 -77%
KWM
41
Kingsview Wealth Management
Oregon
$398K +$30K +597 +8%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$375K -$18.1K -360 -5%
Mariner
43
Mariner
Kansas
$349K +$6.53K +130 +2%
SWP
44
Stratos Wealth Partners
Ohio
$343K -$152K -3,026 -31%
PWA
45
Perspective Wealth Advisors
Colorado
$336K +$336K +6,691 New
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$320K -$22.7K -452 -7%
SPC
47
Sigma Planning Corp
Michigan
$313K -$51.4K -1,023 -14%
Truist Financial
48
Truist Financial
North Carolina
$298K +$298K +5,930 New
GS
49
GTS Securities
New York
$260K +$260K +5,181 New
IWC
50
Integrated Wealth Concepts
Massachusetts
$251K