TBIL

US Treasury 3 Month Bill ETF
TBIL

Overview Fund Activity

245 hedge funds and large institutions have $4.22B invested in US Treasury 3 Month Bill ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 95 increasing their positions, 80 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+26
Holders Change %
+11.87%
% of All Funds
3.26%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.28%
New
53
Increased
95
Reduced
80
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAA
1
Independent Advisor Alliance
North Carolina
$66.1M
2
FMI
2
F/M Investments
District of Columbia
$45.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$244M
4
LPL Financial
4
LPL Financial
California
$439M
5
OA
5
Oxbow Advisors
Texas
$111M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$2.08B
2
FHA
2
Flagship Harbor Advisors
Massachusetts
$711K
3
SC
3
Scotia Capital
Ontario, Canada
$4.61M
4
HF
4
HRT Financial
New York
$0
5
Jane Street
5
Jane Street
New York
$295K
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$17.5M +$9.68M +194,165 +124%
SSWM
27
Strait & Sound Wealth Management
California
$16.9M -$2.44M -49,007 -13%
GF
28
Gries Financial
Ohio
$16M -$5.03M -100,824 -24%
W
29
Wealthquest
Ohio
$15.4M +$401K +8,035 +3%
MSAM
30
Moloney Securities Asset Management
Missouri
$15M +$1.67M +33,418 +12%
BEI
31
Benjamin Edwards Inc
Missouri
$14.6M +$1.06M +21,186 +8%
4WM
32
49 Wealth Management
Texas
$14.2M +$6.95M +139,348 +96%
WAP
33
Wealthcare Advisory Partners
Pennsylvania
$13M +$4.73M +94,923 +57%
GCM
34
Generation Capital Management
New York
$11.8M +$11.8M +237,428 New
EH
35
Equitable Holdings
New York
$11.3M +$1.23M +24,616 +12%
RC
36
Rareview Capital
Nevada
$11.1M +$930K +18,589 +9%
IWA
37
IBEX Wealth Advisors
New Jersey
$10.5M +$10.5M +211,025 New
FLPIM
38
F.L. Putnam Investment Management
Massachusetts
$10M +$3.43M +68,811 +52%
SPIA
39
Steward Partners Investment Advisory
New York
$9.53M +$81.7K +1,638 +0.9%
MCC
40
Money Concepts Capital
Florida
$8.46M +$2.34M +47,001 +38%
MA
41
Mutual Advisors
Nebraska
$8.01M +$7.12M +142,591 +802%
SWP
42
Stratos Wealth Partners
Ohio
$7.7M +$3.08M +61,693 +67%
DWM
43
Denver Wealth Management
Colorado
$7.59M +$436K +8,736 +6%
PWMG
44
Pinnacle Wealth Management Group
Michigan
$7.22M +$448K +8,987 +7%
LFA
45
Longview Financial Advisors
Alabama
$7.19M -$4.59M -92,003 -39%
MF
46
Manchester Financial
California
$7.15M -$3.33M -66,801 -32%
AAS
47
Ameritas Advisory Services
Nebraska
$7.08M +$2.11M +42,369 +43%
HighTower Advisors
48
HighTower Advisors
Illinois
$6.92M -$3.3M -66,220 -32%
Goldman Sachs
49
Goldman Sachs
New York
$6.89M +$6.89M +138,184 New
FGA
50
Fortis Group Advisors
New Jersey
$6.85M -$6.2M -124,330 -48%
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