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US Treasury 12 Month Bill ETF

62 hedge funds and large institutions have $204M invested in US Treasury 12 Month Bill ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 19

6% more capital invested

Capital invested by funds: $192M → $204M (+$12.2M)

1.47% more ownership

Funds ownership: 64.57%66.05% (+1.5%)

5% less funds holding

Funds holding: 6562 (-3)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
62
Holders Change
-3
Holders Change %
-4.62%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
27
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$64.5M +$3.76M +74,962 +6%
MML Investors Services
2
MML Investors Services
Massachusetts
$15M -$2.79M -55,507 -16%
Morgan Stanley
3
Morgan Stanley
New York
$12.8M +$5.38M +107,168 +73%
Stifel Financial
4
Stifel Financial
Missouri
$12.7M -$2.48M -49,464 -16%
4WM
5
49 Wealth Management
Texas
$12.1M +$966K +19,239 +9%
EH
6
Equitable Holdings
New York
$8.42M +$709K +14,129 +9%
Raymond James Financial
7
Raymond James Financial
Florida
$8.14M +$3.2M +63,835 +65%
NFG
8
Nations Financial Group
Iowa
$7.48M +$578K +11,509 +8%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$7.28M +$936K +18,648 +15%
Goldman Sachs
10
Goldman Sachs
New York
$6.07M +$1.9M +37,892 +45%
UBS Group
11
UBS Group
Switzerland
$5.74M +$231K +4,595 +4%
AFAS
12
Acorn Financial Advisory Services
Virginia
$4.62M +$1.53M +30,461 +49%
SFS
13
Sunrise Financial Services
Washington
$3.73M +$3.74M +74,504 New
ABWM
14
Alpine Bank Wealth Management
Colorado
$3.54M +$188K +3,736 +6%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$2.92M +$2.93M +58,276 +58,276%
Truist Financial
16
Truist Financial
North Carolina
$2.25M +$1.96M +39,071 +659%
FAM
17
Formidable Asset Management
Ohio
$1.93M +$94.7K +1,886 +5%
PAG
18
Private Advisor Group
New Jersey
$1.83M -$147K -2,922 -7%
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$1.78M +$68.8K +1,370 +4%
HCA
20
Heck Capital Advisors
Wisconsin
$1.49M +$516K +10,276 +52%
Lido Advisors
21
Lido Advisors
California
$1.42M -$1.36M -27,026 -49%
MSWA
22
Marshall & Sterling Wealth Advisors
New York
$1.35M +$588K +11,716 +77%
IAA
23
Independent Advisor Alliance
North Carolina
$1.11M +$1.12M +22,249 New
KAS
24
KPP Advisory Services
Kentucky
$1.07M +$1.07M +21,273 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.04M -$621K -12,375 -37%