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US Treasury 12 Month Bill ETF

20 hedge funds and large institutions have $53.5M invested in US Treasury 12 Month Bill ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
+6
Holders Change %
+42.86%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
11
Reduced
3
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
1
Amplius Wealth Advisors
Pennsylvania
$19.6M +$19.6M +393,285 New
LPL Financial
2
LPL Financial
California
$5.86M +$5.64M +113,008 +2,545%
SWA
3
Stratos Wealth Advisors
Ohio
$5.77M +$5.06M +101,329 +711%
Stifel Financial
4
Stifel Financial
Missouri
$5.07M +$5.07M +101,541 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.51M +$4.51M +90,278 New
Jane Street
6
Jane Street
New York
$4.22M -$2.68M -53,763 -39%
FMI
7
F/M Investments
District of Columbia
$3.44M +$24.9K +498 +0.7%
KWM
8
Kingsview Wealth Management
Oregon
$1.14M +$295K +5,900 +35%
EH
9
Equitable Holdings
New York
$724K +$724K +14,492 New
KAS
10
Kestra Advisory Services
Texas
$662K +$29.9K +599 +5%
FAM
11
Formidable Asset Management
Ohio
$502K +$273K +5,462 +119%
PWM
12
Perigon Wealth Management
California
$464K +$64.4K +1,290 +16%
Lido Advisors
13
Lido Advisors
California
$439K +$149K +2,989 +51%
SIG
14
Spinnaker Investment Group
California
$249K +$249K +4,983 New
SPC
15
Sigma Planning Corp
Michigan
$236K +$236K +4,721 New
JWCA
16
J.W. Cole Advisors
Florida
$226K +$21.7K +434 +11%
Citadel Advisors
17
Citadel Advisors
Florida
$208K -$1.19M -23,878 -85%
UBS Group
18
UBS Group
Switzerland
$74.4K +$51.9K +1,039 +230%
GRP
19
Global Retirement Partners
California
$50.9K +$999 +20 +2%
FRA
20
Front Row Advisors
California
$10K -$5K -100 -33%