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
+$32.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$16.9M
3
LPL Financial
LPL Financial
California
+$16.9M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$14.8M
5
Stifel Financial
Stifel Financial
Missouri
+$10.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$83.8M
2
HighTower Advisors
HighTower Advisors
Illinois
-$25.9M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$14.4M
4
W
Wealthquest
Ohio
-$14M
5
OA
Oxbow Advisors
Texas
-$9.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIC
51
Hartline Investment Corp
Illinois
$3.28M +$3.28M +65,500 New
HGERS
52
Householder Group Estate & Retirement Specialist
Arizona
$3.26M +$492K +9,836 +18%
ATPW
53
Ashton Thomas Private Wealth
Arizona
$3.18M -$90.1K -1,800 -3%
Mariner
54
Mariner
Kansas
$3.17M +$271K +5,408 +9%
GVAG
55
Great Valley Advisor Group
Delaware
$3.12M +$3.12M +62,358 New
RJFSA
56
Raymond James Financial Services Advisors
Florida
$3.03M +$2.3M +46,050 +318%
OWP
57
Obermeyer Wealth Partners
Colorado
$2.86M +$2.86M +57,089 New
HCM
58
Hilton Capital Management
New York
$2.81M +$950K +18,990 +51%
IAIM
59
International Assets Investment Management
Florida
$2.73M +$1.14M +22,925 +72%
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$2.67M +$861K +17,209 +47%
Koshinski Asset Management
61
Koshinski Asset Management
Illinois
$2.56M -$476K -9,521 -16%
FAM
62
Formidable Asset Management
Ohio
$2.52M -$852K -17,024 -25%
SMA
63
Sage Mountain Advisors
Georgia
$2.31M +$2.31M +46,125 New
SCI
64
Silver Coast Investments
United States
$2.3M -$28.9K -578 -1%
FFA
65
Farther Finance Advisors
California
$2.15M -$27.9K -560 -1%
MF
66
Manchester Financial
California
$2.1M -$23.3K -465 -1%
FFM
67
Forum Financial Management
Illinois
$2.06M +$2.06M +41,100 New
VAG
68
VisionPoint Advisory Group
Texas
$1.98M +$145K +2,889 +8%
DC
69
Davenport & Co
Virginia
$1.95M -$382K -7,645 -16%
WF
70
Wayfinding Financial
Washington
$1.87M +$2.14K +43 +0.1%
SFA
71
Semmax Financial Advisors
North Carolina
$1.77M +$1.56M +31,226 +720%
DP
72
Divergent Planning
Maryland
$1.68M +$1.39M +27,850 +471%
P
73
Pitcairn
Pennsylvania
$1.64M +$1.64M +32,874 New
1IA
74
1834 Investment Advisors
Wisconsin
$1.5M – – –
TCM
75
Tuttle Capital Management
Connecticut
$1.5M -$1.39M -27,800 -48%
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