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TBIL

F/m US Treasury 3 Month Bill Fund

247 hedge funds and large institutions have $4.23B invested in F/m US Treasury 3 Month Bill Fund in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 96 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more capital invested

Capital invested by funds: $1.75B → $4.23B (+$2.48B)

130% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 23

50% more funds holding in top 10

Funds holding in top 10: 1421 (+7)

19% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 81

12% more funds holding

Funds holding: 220247 (+27)

4.91% more ownership

Funds ownership: 41.54%46.44% (+4.9%)

Holders
247
Holders Change
+27
Holders Change %
+12.27%
% of All Funds
3.25%
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
96
Reduced
81
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
51
Independent Financial Group
California
$6.84M -$1.19M -23,920 -15%
GVCM
52
Global View Capital Management
Wisconsin
$6.65M +$6.66M +133,436 New
Mariner
53
Mariner
Kansas
$6.6M -$189K -3,784 -3%
CWM
54
Copia Wealth Management
Oregon
$6.4M +$6.4M +128,268 New
PWS
55
Proactive Wealth Strategies
Georgia
$6.14M +$14.8K +296 +0.2%
CC
56
Cypress Capital
Tennessee
$6.11M +$2.42M +48,543 +66%
AAS
57
Avantax Advisory Services
Texas
$5.72M +$103K +2,065 +2%
CCA
58
Coign Capital Advisors
Utah
$5.65M +$5.65M +113,223 New
Neuberger Berman Group
59
Neuberger Berman Group
New York
$5.63M +$2.45M +49,040 +77%
SEA
60
Stegent Equity Advisors
Texas
$5.44M +$1.02M +20,434 +23%
VFM
61
Vision Financial Markets
Connecticut
$5.16M +$5.17M +103,498 New
ATPW
62
Ashton Thomas Private Wealth
Arizona
$4.99M +$640K +12,819 +15%
SFA
63
Semmax Financial Advisors
North Carolina
$4.81M +$1.29M +25,931 +37%
SC
64
Scotia Capital
Ontario, Canada
$4.61M -$12.4M -247,356 -73%
IWM
65
IHT Wealth Management
Illinois
$4.4M -$2.11M -42,273 -32%
FHC
66
First Heartland Consultants
Missouri
$4.11M -$712K -14,257 -15%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$4.09M -$1.18M -23,543 -22%
FFM
68
Forum Financial Management
Illinois
$4.05M +$105K +2,100 +3%
AWE
69
Avidian Wealth Enterprises
Texas
$4.01M +$4.02M +80,426 New
BRWA
70
B. Riley Wealth Advisors
Florida
$3.99M -$2.98M -59,646 -43%
WFA
71
WMG Financial Advisors
Tennessee
$3.88M +$746K +14,938 +24%
BCA
72
Bay Colony Advisors
Massachusetts
$3.87M +$480K +9,606 +14%
SF
73
Synovus Financial
Georgia
$3.82M -$698K -13,981 -15%
WA
74
Wealthstar Advisors
Texas
$3.67M +$3.67M +73,575 New
SFG
75
Sovereign Financial Group
Connecticut
$3.49M +$816K +16,347 +30%

TBIL Hedge Fund Activity: Q4 2024 in Review

247 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in F/m US Treasury 3 Month Bill Fund (TBIL) for Q4 2024, worth a combined $4.23B — up 142% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new TBIL positions and 23 closed out — a net gain of 30 holders — while 96 added to existing stakes and 81 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $66.2M. The largest seller was Flagship Harbor Advisors, cutting an estimated $15.7M.

  • 247 institutional investors held F/m US Treasury 3 Month Bill Fund (TBIL) as of Q4 2024, up from 220 in Q3 2024.
  • Funds reported $4.23B of F/m US Treasury 3 Month Bill Fund stock for Q4 2024, up 142% quarter-over-quarter.
  • 53 funds opened new F/m US Treasury 3 Month Bill Fund positions in Q4 2024 and 23 closed out, a net change of +30 holders.
  • The largest F/m US Treasury 3 Month Bill Fund buyer in Q4 2024 was Independent Advisor Alliance, an estimated $66.2M added.
  • The largest F/m US Treasury 3 Month Bill Fund seller in Q4 2024 was Flagship Harbor Advisors, an estimated $15.7M sold.

Based on aggregated 13F filings for Q4 2024.