TBIL

US Treasury 3 Month Bill ETF
TBIL

Overview Fund Activity

56 hedge funds and large institutions have $179M invested in US Treasury 3 Month Bill ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+22
Holders Change %
+64.71%
% of All Funds
0.9%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
30
Increased
13
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEA
Stegent Equity Advisors
Texas
$20.3M
2
LPL Financial
LPL Financial
California
$19.4M
3
Stifel Financial
Stifel Financial
Missouri
$12.9M
4
HighTower Advisors
HighTower Advisors
Illinois
$9.75M
5
Renaissance Technologies
Renaissance Technologies
New York
$8.81M

Top Sellers

1
W
Wealthquest
Ohio
$15M
2
FTUS
Flow Traders U.S.
New York
$0
3
CP
Castleview Partners
Texas
$54.6K
4
MF
Manchester Financial
California
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
26
Perigon Wealth Management
California
$1.22M +$185K +3,695 +18%
KAS
27
Kestra Advisory Services
Texas
$1.11M +$1.11M +22,203 New
CF
28
Centaurus Financial
California
$1.01M +$1.01M +20,256 New
SWA
29
Stratos Wealth Advisors
Ohio
$1.01M +$1.01M +20,079 New
Jane Street
30
Jane Street
New York
$772K +$405K +8,079 +110%
VAG
31
VisionPoint Advisory Group
Texas
$725K +$725K +14,532 New
DCM
32
Donaldson Capital Management
Indiana
$705K +$705K +14,075 New
GIA
33
Gladstone Institutional Advisory
Florida
$643K +$643K +12,841 New
EAM
34
Empirical Asset Management
Massachusetts
$554K +$554K +11,068 New
CCM
35
Crew Capital Management
Ohio
$479K -$239K -4,771 -33%
MSA
36
Marino Stram & Associates
Massachusetts
$444K +$444K +8,861 New
TA
37
Tactive Advisors
Florida
$351K +$351K +7,000 New
DWM
38
Denver Wealth Management
Colorado
$346K +$346K +6,904 New
PAG
39
Private Advisor Group
New Jersey
$258K +$258K +5,160 New
LJAC
40
L.J. Altfest & Co
New York
$256K +$256K +5,110 New
MWM
41
Meridian Wealth Management
Kentucky
$253K +$253K +5,050 New
PCM
42
Prelude Capital Management
New York
$250K – – –
OAM
43
Occidental Asset Management
California
$250K +$250K +5,000 New
JWCA
44
J.W. Cole Advisors
Florida
$210K -$92.6K -1,850 -31%
FTA
45
Financial & Tax Architects
Missouri
$201K – – –
FAM
46
Formidable Asset Management
Ohio
$200K +$200K +4,000 New
WP
47
WealthPLAN Partners
Nebraska
$170K +$170K +3,399 New
CP
48
Castleview Partners
Texas
$54.6K -$1.72M -34,442 -97%
AWM
49
Avior Wealth Management
Nebraska
$51K +$451 +9 +0.9%
Osaic Holdings
50
Osaic Holdings
Arizona
$49.9K -$273K -5,447 -85%
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