TBIL

US Treasury 3 Month Bill ETF
TBIL

Overview Fund Activity

181 hedge funds and large institutions have $1.22B invested in US Treasury 3 Month Bill ETF in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 66 increasing their positions, 58 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+28
Holders Change %
+18.3%
% of All Funds
2.62%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
48
Increased
66
Reduced
58
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$33.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$38M
3
LPL Financial
LPL Financial
California
$320M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$22.5M
5
Stifel Financial
Stifel Financial
Missouri
$61.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$142M
2
HighTower Advisors
HighTower Advisors
Illinois
$15.8M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$3.71M
4
W
Wealthquest
Ohio
$15.9M
5
OA
Oxbow Advisors
Texas
$237K
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
26
Integrated Wealth Concepts
Massachusetts
$9.38M +$1.61M +32,130 +21%
KAS
27
Kestra Advisory Services
Texas
$8.73M +$3.22M +64,400 +59%
Citadel Advisors
28
Citadel Advisors
Florida
$8.04M +$8.04M +160,610 New
EH
29
Equitable Holdings
New York
$7.75M +$3.55M +70,979 +85%
QC
30
Quadrature Capital
United Kingdom
$7.32M +$7.32M +146,330 New
VBFP
31
Valtinson Bruner Financial Planning
Minnesota
$6.98M +$6.98M +139,424 New
DWM
32
Denver Wealth Management
Colorado
$6.3M -$1.01M -20,283 -14%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$6.26M +$6.26M +125,093 New
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$6.13M +$4.73M +94,576 +339%
Truist Financial
35
Truist Financial
North Carolina
$5.29M +$1.78M +35,481 +50%
AAS
36
Avantax Advisory Services
Texas
$4.97M +$933K +18,647 +23%
FHC
37
First Heartland Consultants
Missouri
$4.86M -$80.7K -1,613 -2%
ACM
38
Alpha Capital Management
Texas
$4.77M +$4.77M +95,326 New
SC
39
Scotia Capital
Ontario, Canada
$4.62M -$1.79M -35,752 -28%
GAA
40
Global Assets Advisory
Florida
$4.05M +$3.66M +182,297 +940%
SEA
41
Stegent Equity Advisors
Texas
$3.95M +$1.68M +33,577 +74%
MCC
42
Money Concepts Capital
Florida
$3.9M +$2.99M +59,720 +327%
WA
43
Wealthstar Advisors
Texas
$3.81M +$17.4K +348 +0.5%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$3.71M -$14.4M -288,374 -80%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$3.69M -$67.9K -1,358 -2%
UBS Group
46
UBS Group
Switzerland
$3.58M +$1.92M +38,402 +116%
SWP
47
Stratos Wealth Partners
Ohio
$3.53M -$850K -16,987 -19%
FMI
48
F/M Investments
District of Columbia
$3.51M -$2.26M -45,126 -39%
KLC
49
Knowledge Leaders Capital
Colorado
$3.28M -$1.52M -30,350 -32%
BCA
50
Bay Colony Advisors
Massachusetts
$3.28M -$674K -13,476 -17%
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