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TBIL

F/m US Treasury 3 Month Bill Fund

220 hedge funds and large institutions have $1.75B invested in F/m US Treasury 3 Month Bill Fund in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 95 increasing their positions, 57 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 30

67% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 57

13% more capital invested

Capital invested by funds: $1.55B → $1.75B (+$196M)

12% more funds holding

Funds holding: 197220 (+23)

0.64% more ownership

Funds ownership: 40.9%41.54% (+0.64%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

Holders
220
Holders Change
+23
Holders Change %
+11.68%
% of All Funds
3.16%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
56
Increased
95
Reduced
57
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FGA
26
Fortis Group Advisors
New Jersey
$13.1M +$83K +1,662 +0.6%
IWC
27
Integrated Wealth Concepts
Massachusetts
$12.6M +$1.92M +38,379 +18%
LFA
28
Longview Financial Advisors
Alabama
$11.8M +$27.9K +559 +0.2%
HF
29
HRT Financial
New York
$11.6M +$11.5M +231,031 New
Jane Street
30
Jane Street
New York
$11.5M +$9.64M +193,069 +527%
MF
31
Manchester Financial
California
$10.5M -$1.09M -21,859 -9%
HighTower Advisors
32
HighTower Advisors
Illinois
$10.3M -$940K -18,833 -8%
RC
33
Rareview Capital
Nevada
$10.2M +$10.2M +203,585 New
EH
34
Equitable Holdings
New York
$10.1M +$1.04M +20,868 +12%
OWP
35
Obermeyer Wealth Partners
Colorado
$9.79M +$2.23M +44,668 +30%
SPIA
36
Steward Partners Investment Advisory
New York
$9.48M +$9.44M +189,016 +45,004%
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$8.28M +$4.21M +84,270 +104%
IFG
38
Independent Financial Group
California
$8.06M -$1.6M -31,953 -17%
KAS
39
Kestra Advisory Services
Texas
$7.82M -$1.68M -33,616 -18%
Corient Private Wealth
40
Corient Private Wealth
Florida
$7.66M +$7.64M +153,034 New
4WM
41
49 Wealth Management
Texas
$7.25M +$1.06M +21,169 +17%
DWM
42
Denver Wealth Management
Colorado
$7.18M +$377K +7,550 +6%
BRWA
43
B. Riley Wealth Advisors
Florida
$6.98M -$9.01M -180,354 -56%
Mariner
44
Mariner
Kansas
$6.81M -$468K -9,363 -6%
PWMG
45
Pinnacle Wealth Management Group
Michigan
$6.8M +$6.78M +135,808 New
FLPIM
46
F.L. Putnam Investment Management
Massachusetts
$6.63M +$641K +12,843 +11%
IWM
47
IHT Wealth Management
Illinois
$6.53M +$3.78M +75,776 +138%
PWS
48
Proactive Wealth Strategies
Georgia
$6.15M +$6.14M +122,935 New
MCC
49
Money Concepts Capital
Florida
$6.14M +$152K +3,035 +3%
AAS
50
Avantax Advisory Services
Texas
$5.64M +$548K +10,980 +11%

TBIL Hedge Fund Activity: Q3 2024 in Review

220 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in F/m US Treasury 3 Month Bill Fund (TBIL) for Q3 2024, worth a combined $1.75B — up 13% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new TBIL positions and 30 closed out — a net gain of 26 holders — while 95 added to existing stakes and 57 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $38.2M. The largest seller was Quadrature Capital, exiting entirely with an estimated $14.9M sold.

  • 220 institutional investors held F/m US Treasury 3 Month Bill Fund (TBIL) as of Q3 2024, up from 197 in Q2 2024.
  • Funds reported $1.75B of F/m US Treasury 3 Month Bill Fund stock for Q3 2024, up 13% quarter-over-quarter.
  • 56 funds opened new F/m US Treasury 3 Month Bill Fund positions in Q3 2024 and 30 closed out, a net change of +26 holders.
  • The largest F/m US Treasury 3 Month Bill Fund buyer in Q3 2024 was Raymond James Financial Services Advisors, an estimated $38.2M added.
  • The largest F/m US Treasury 3 Month Bill Fund seller in Q3 2024 was Quadrature Capital, an estimated $14.9M sold.

Based on aggregated 13F filings for Q3 2024.