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 %
GVCM
51
Global View Capital Management
Wisconsin
$6.65M +$6.65M +133,436 New
Mariner
52
Mariner
Kansas
$6.6M -$189K -3,784 -3%
CWM
53
Copia Wealth Management
Oregon
$6.4M +$6.4M +128,268 New
PWS
54
Proactive Wealth Strategies
Georgia
$6.14M +$14.8K +296 +0.2%
CC
55
Cypress Capital
Tennessee
$6.11M +$2.42M +48,543 +66%
AAS
56
Avantax Advisory Services
Texas
$5.72M +$103K +2,065 +2%
CCA
57
Coign Capital Advisors
Utah
$5.65M +$5.65M +113,223 New
Neuberger Berman Group
58
Neuberger Berman Group
New York
$5.63M +$2.45M +49,040 +77%
SEA
59
Stegent Equity Advisors
Texas
$5.44M +$1.02M +20,434 +23%
VFM
60
Vision Financial Markets
Connecticut
$5.16M +$5.16M +103,498 New
ATPW
61
Ashton Thomas Private Wealth
Arizona
$4.99M +$639K +12,819 +15%
SFA
62
Semmax Financial Advisors
North Carolina
$4.81M +$1.29M +25,931 +37%
SC
63
Scotia Capital
Ontario, Canada
$4.61M -$12.3M -247,356 -73%
IWM
64
IHT Wealth Management
Illinois
$4.4M -$2.11M -42,273 -32%
FHC
65
First Heartland Consultants
Missouri
$4.11M -$711K -14,257 -15%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$4.09M -$1.17M -23,543 -22%
FFM
67
Forum Financial Management
Illinois
$4.05M +$105K +2,100 +3%
AWE
68
Avidian Wealth Enterprises
Texas
$4.01M +$4.01M +80,426 New
BRWA
69
B. Riley Wealth Advisors
Florida
$3.99M -$2.97M -59,646 -43%
WFA
70
WMG Financial Advisors
Tennessee
$3.88M +$745K +14,938 +24%
BCA
71
Bay Colony Advisors
Massachusetts
$3.87M +$479K +9,606 +14%
SF
72
Synovus Financial
Georgia
$3.82M -$697K -13,981 -15%
WA
73
Wealthstar Advisors
Texas
$3.67M +$3.67M +73,575 New
SFG
74
Sovereign Financial Group
Connecticut
$3.49M +$815K +16,347 +30%
DC
75
Davenport & Co
Virginia
$3.36M +$901K +18,068 +37%
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3
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