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US Treasury 12 Month Bill ETF

60 hedge funds and large institutions have $195M invested in US Treasury 12 Month Bill ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+6
Holders Change %
+11.11%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
21
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$52.4M +$4.78M +95,134 +10%
W
2
Wealthquest
Ohio
$36.9M +$1.68M +33,536 +5%
MML Investors Services
3
MML Investors Services
Massachusetts
$17.6M +$3.16M +62,928 +22%
Stifel Financial
4
Stifel Financial
Missouri
$15M -$1.15M -23,001 -7%
4WM
5
49 Wealth Management
Texas
$14M +$137K +2,736 +1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$4.6M +$1.03M +20,419 +29%
AFAS
7
Acorn Financial Advisory Services
Virginia
$4.11M -$616K -12,261 -13%
EH
8
Equitable Holdings
New York
$3.74M +$1.36M +27,186 +58%
UBS Group
9
UBS Group
Switzerland
$3.62M +$279K +5,556 +8%
NFG
10
Nations Financial Group
Iowa
$3.46M -$859K -17,103 -20%
WAP
11
Wealthcare Advisory Partners
Pennsylvania
$3.36M +$965K +19,218 +40%
Lido Advisors
12
Lido Advisors
California
$3.12M -$1.13M -22,478 -27%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$3.08M +$625K +12,443 +25%
ABWM
14
Alpine Bank Wealth Management
Colorado
$2.97M +$2.97M +59,093 New
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$2.61M +$335K +6,671 +15%
Raymond James Financial
16
Raymond James Financial
Florida
$2.37M -$316K -6,293 -12%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$1.99M +$1.99M +39,664 New
FAM
18
Formidable Asset Management
Ohio
$1.93M -$78.4K -1,561 -4%
PAG
19
Private Advisor Group
New Jersey
$1.83M +$1.24M +24,790 +214%
MMM
20
Mendel Money Management
Illinois
$1.45M -$4.02K -80 -0.3%
Goldman Sachs
21
Goldman Sachs
New York
$1.2M +$1.2M +23,976 New
AWA
22
Amplius Wealth Advisors
Pennsylvania
$1.05M -$180K -3,583 -15%
GVCM
23
Global View Capital Management
Wisconsin
$872K -$64.4K -1,283 -7%
KAS
24
Kestra Advisory Services
Texas
$857K +$4.27K +85 +0.5%
DWM
25
Denver Wealth Management
Colorado
$760K -$109K -2,167 -13%