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TBIL

F/m US Treasury 3 Month Bill Fund

197 hedge funds and large institutions have $1.55B invested in F/m US Treasury 3 Month Bill Fund in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 90 increasing their positions, 53 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 23

70% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 53

26% more capital invested

Capital invested by funds: $1.23B → $1.55B (+$323M)

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

8% more funds holding

Funds holding: 182197 (+15)

0.53% more ownership

Funds ownership: 40.37%40.9% (+0.53%)

Holders
197
Holders Change
+15
Holders Change %
+8.24%
% of All Funds
2.85%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
40
Increased
90
Reduced
53
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
51
Ashton Thomas Private Wealth
Arizona
$3.81M +$638K +12,772 +20%
DP
52
Divergent Planning
Maryland
$3.67M +$1.99M +39,946 +118%
JWCA
53
J.W. Cole Advisors
Florida
$3.56M +$2.64M +52,963 +290%
BCA
54
Bay Colony Advisors
Massachusetts
$3.38M +$105K +2,094 +3%
DC
55
Davenport & Co
Virginia
$3.37M +$1.42M +28,407 +73%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$3.36M -$332K -6,647 -9%
PS
57
Principal Securities
Iowa
$3.18M +$1.99M +39,847 +168%
LJAC
58
L.J. Altfest & Co
New York
$3.09M +$2.81M +56,363 +1,039%
STAS
59
Strong Tower Advisory Services
Minnesota
$3.03M +$3.02M +60,483 New
SEA
60
Stegent Equity Advisors
Texas
$2.91M -$1.03M -20,715 -26%
IWM
61
IHT Wealth Management
Illinois
$2.74M +$1.25M +24,976 +84%
IAIM
62
International Assets Investment Management
Florida
$2.64M -$99.9K -2,000 -4%
SFA
63
Semmax Financial Advisors
North Carolina
$2.62M +$848K +16,989 +48%
AF
64
Advisornet Financial
Minnesota
$2.47M +$2.46M +49,305 New
FAM
65
Formidable Asset Management
Ohio
$2.38M -$136K -2,721 -5%
Koshinski Asset Management
66
Koshinski Asset Management
Illinois
$2.36M -$183K -3,666 -7%
SMA
67
Sage Mountain Advisors
Georgia
$2.31M
MWM
68
Meridian Wealth Management
Kentucky
$2.16M +$2.16M +43,235 New
SAS
69
SMI Advisory Services
Indiana
$2.15M +$907K +18,170 +73%
FFA
70
Farther Finance Advisors
California
$2.14M -$10.4K -209 -0.5%
SF
71
Synovus Financial
Georgia
$2.11M +$677K +13,565 +47%
FFM
72
Forum Financial Management
Illinois
$2.06M
KLCM
73
KG&L Capital Management
Louisiana
$2.04M +$1.4M +27,950 +219%
VAG
74
VisionPoint Advisory Group
Texas
$2.02M +$40.8K +817 +2%
WF
75
Wayfinding Financial
Washington
$1.86M -$9.69K -194 -0.5%

TBIL Hedge Fund Activity: Q2 2024 in Review

197 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in F/m US Treasury 3 Month Bill Fund (TBIL) for Q2 2024, worth a combined $1.55B — up 26% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new TBIL positions and 23 closed out — a net gain of 17 holders — while 90 added to existing stakes and 53 trimmed.

The largest buyer was Oxbow Advisors, adding an estimated $70M. The largest seller was F.L. Putnam Investment Management, cutting an estimated $14.5M.

  • 197 institutional investors held F/m US Treasury 3 Month Bill Fund (TBIL) as of Q2 2024, up from 182 in Q1 2024.
  • Funds reported $1.55B of F/m US Treasury 3 Month Bill Fund stock for Q2 2024, up 26% quarter-over-quarter.
  • 40 funds opened new F/m US Treasury 3 Month Bill Fund positions in Q2 2024 and 23 closed out, a net change of +17 holders.
  • The largest F/m US Treasury 3 Month Bill Fund buyer in Q2 2024 was Oxbow Advisors, an estimated $70M added.
  • The largest F/m US Treasury 3 Month Bill Fund seller in Q2 2024 was F.L. Putnam Investment Management, an estimated $14.5M sold.

Based on aggregated 13F filings for Q2 2024.