TBIL

US Treasury 3 Month Bill ETF
TBIL

Overview Fund Activity

153 hedge funds and large institutions have $1.19B invested in US Treasury 3 Month Bill ETF in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 74 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+16
Holders Change %
+11.68%
% of All Funds
2.24%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
37
Increased
74
Reduced
34
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$225M
2
LPL Financial
2
LPL Financial
California
$302M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$73.1M
4
RWP
4
Revolve Wealth Partners
New Jersey
$22.8M
5
Stifel Financial
5
Stifel Financial
Missouri
$50.4M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$18.1M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$722K
3
CFG
3
Compton Financial Group
Maryland
$0
4
BRWA
4
B. Riley Wealth Advisors
Florida
$8.88M
5
Jane Street
5
Jane Street
New York
$3.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
51
Meridian Wealth Management
Kentucky
$2.59M +$260K +5,219 +11%
VF
52
Vista Finance
Missouri
$2.47M +$2.47M +49,526 New
AAS
53
Ameritas Advisory Services
Nebraska
$2.33M -$782K -15,685 -25%
DC
54
Davenport & Co
Virginia
$2.33M +$152K +3,049 +7%
SCI
55
Silver Coast Investments
United States
$2.32M +$2.32M +46,476 New
SEA
56
Stegent Equity Advisors
Texas
$2.26M -$1.57M -31,545 -41%
FFA
57
Farther Finance Advisors
California
$2.18M +$42.8K +858 +2%
MF
58
Manchester Financial
California
$2.12M -$55.9K -1,122 -3%
WF
59
Wayfinding Financial
Washington
$1.86M +$50.6K +1,015 +3%
HCM
60
Hilton Capital Management
New York
$1.85M +$1.85M +37,183 New
VAG
61
VisionPoint Advisory Group
Texas
$1.83M +$94.7K +1,900 +5%
WAP
62
Wealthcare Advisory Partners
Pennsylvania
$1.81M +$1.4M +28,108 +345%
MA
63
Mutual Advisors
Nebraska
$1.74M +$1.46M +29,262 +516%
UBS Group
64
UBS Group
Switzerland
$1.65M +$1.45M +29,009 +699%
IAIM
65
International Assets Investment Management
Florida
$1.59M +$1.59M +31,890 New
WI
66
WBI Investments
New Jersey
$1.54M -$110K -2,216 -7%
1IA
67
1834 Investment Advisors
Wisconsin
$1.5M -$109K -2,187 -7%
GBWM
68
Granite Bay Wealth Management
New Hampshire
$1.48M +$19.2K +385 +1%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$1.4M -$210K -4,192 -13%
IWM
70
IHT Wealth Management
Illinois
$1.3M +$1.01M +20,253 +348%
SF
71
Synovus Financial
Georgia
$1.23M +$163K +3,277 +15%
KPWS
72
Kestra Private Wealth Services
Texas
$1.19M +$113K +2,269 +10%
SFM
73
Signet Financial Management
New Jersey
$1.16M +$679K +13,625 +142%
PWM
74
Perigon Wealth Management
California
$1.1M -$266K -5,341 -19%
GJIA
75
Glass Jacobson Investment Advisors
Maryland
$1.1M -$140K -2,802 -11%
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3
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