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US Treasury 12 Month Bill ETF

37 hedge funds and large institutions have $135M invested in US Treasury 12 Month Bill ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
+11
Holders Change %
+42.31%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
13
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
W
1
Wealthquest
Ohio
$30.9M +$30.9M +618,411 New
LPL Financial
2
LPL Financial
California
$27.4M +$16.6M +333,392 +154%
AWA
3
Amplius Wealth Advisors
Pennsylvania
$20.9M -$276K -5,527 -1%
Stifel Financial
4
Stifel Financial
Missouri
$12.1M +$2.39M +47,781 +24%
SWA
5
Stratos Wealth Advisors
Ohio
$5.56M -$218K -4,365 -4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$4.74M -$232K -4,637 -5%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$4.69M +$4.22M +84,568 +906%
MML Investors Services
8
MML Investors Services
Massachusetts
$4.27M +$3.88M +77,628 +993%
FMI
9
F/M Investments
District of Columbia
$3.21M -$224K -4,483 -7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.37M +$834K +16,708 +54%
EH
11
Equitable Holdings
New York
$2.31M +$833K +16,691 +56%
UBS Group
12
UBS Group
Switzerland
$1.71M +$1.71M +34,249 New
FAM
13
Formidable Asset Management
Ohio
$1.7M +$1.02M +20,368 +148%
KDA
14
Kraft Davis & Associates
Missouri
$1.68M +$1.68M +33,645 New
AFAS
15
Acorn Financial Advisory Services
Virginia
$1.34M +$1.34M +26,905 New
FHC
16
First Heartland Consultants
Missouri
$1.33M +$295K +5,916 +29%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.24M +$1.24M +24,771 New
KAS
18
Kestra Advisory Services
Texas
$1.01M +$150K +2,999 +17%
Jane Street
19
Jane Street
New York
$961K +$115K +2,310 +14%
KWM
20
Kingsview Wealth Management
Oregon
$904K +$64.9K +1,300 +8%
SIG
21
Spinnaker Investment Group
California
$555K -$61.2K -1,225 -10%
AAS
22
Avantax Advisory Services
Texas
$523K +$523K +10,479 New
DWM
23
Denver Wealth Management
Colorado
$513K +$513K +10,279 New
PWM
24
Perigon Wealth Management
California
$479K +$15.5K +310 +3%
Lido Advisors
25
Lido Advisors
California
$402K -$22.4K -448 -5%