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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
LPL Financial
1
LPL Financial
California
$60.9M +$1.28M +25,472 +2%
MML Investors Services
2
MML Investors Services
Massachusetts
$17.9M -$3.02M -60,047 -14%
Stifel Financial
3
Stifel Financial
Missouri
$15.3M +$558K +11,107 +4%
4WM
4
49 Wealth Management
Texas
$11.1M -$1.17M -23,236 -9%
EH
5
Equitable Holdings
New York
$7.71M +$1.37M +27,295 +22%
Morgan Stanley
6
Morgan Stanley
New York
$7.4M +$1.91M +37,991 +35%
NFG
7
Nations Financial Group
Iowa
$6.92M +$108K +2,154 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$6.36M +$459K +9,137 +8%
UBS Group
9
UBS Group
Switzerland
$5.52M +$1.83M +36,357 +49%
Raymond James Financial
10
Raymond James Financial
Florida
$4.95M +$598K +11,910 +14%
Goldman Sachs
11
Goldman Sachs
New York
$4.18M +$1.81M +35,962 +76%
FTUS
12
Flow Traders U.S.
New York
$3.94M -$1.32M -26,289 -25%
MSFS
13
Main Street Financial Solutions
Pennsylvania
$3.9M +$2.1M +41,901 +117%
ABWM
14
Alpine Bank Wealth Management
Colorado
$3.36M -$133K -2,638 -4%
AFAS
15
Acorn Financial Advisory Services
Virginia
$3.1M -$620K -12,346 -17%
Lido Advisors
16
Lido Advisors
California
$2.79M
PAG
17
Private Advisor Group
New Jersey
$1.98M -$170K -3,378 -8%
FAM
18
Formidable Asset Management
Ohio
$1.84M -$64.7K -1,288 -3%
Jane Street
19
Jane Street
New York
$1.71M +$1.19M +23,715 +227%
WAP
20
Wealthcare Advisory Partners
Pennsylvania
$1.71M +$13.2K +262 +0.8%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.66M -$290K -5,777 -15%
CFP
22
Curran Financial Partners
South Carolina
$1.16M +$129K +2,577 +13%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$1.13M -$106K -2,118 -9%
RCS
24
Retirement Capital Strategies
California
$1.1M -$1.08M -21,517 -50%
HCA
25
Heck Capital Advisors
Wisconsin
$983K -$413K -8,227 -30%