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 %
VF
76
Vista Finance
Missouri
$1.5M -$977K -19,526 -39%
IWM
77
IHT Wealth Management
Illinois
$1.49M +$189K +3,770 +14%
CWG
78
Crown Wealth Group
North Carolina
$1.44M +$569K +11,370 +66%
SF
79
Synovus Financial
Georgia
$1.43M +$198K +3,962 +16%
MW
80
MBL Wealth
North Carolina
$1.4M +$1.4M +28,002 New
SFM
81
Signet Financial Management
New Jersey
$1.37M +$208K +4,152 +18%
FIM
82
Freedom Investment Management
Connecticut
$1.3M +$1.3M +26,047 New
SAS
83
SMI Advisory Services
Indiana
$1.25M +$1.25M +24,957 New
KPWS
84
Kestra Private Wealth Services
Texas
$1.2M +$3.35K +67 +0.3%
GJIA
85
Glass Jacobson Investment Advisors
Maryland
$1.19M +$83.8K +1,675 +8%
BWA
86
BlueChip Wealth Advisors
Georgia
$1.19M +$260K +5,206 +28%
PS
87
Principal Securities
Iowa
$1.19M +$1.19M +23,725 New
GWM
88
Gitterman Wealth Management
New Jersey
$1.06M +$1.06M +21,271 New
SFG
89
Sovereign Financial Group
Connecticut
$1.01M +$594K +11,874 +142%
GIA
90
Gladstone Institutional Advisory
Florida
$915K +$132K +2,634 +17%
JWCA
91
J.W. Cole Advisors
Florida
$913K +$291K +5,810 +47%
CIA
92
Concurrent Investment Advisors
Florida
$871K -$44.7K -893 -5%
SAW
93
Signal Advisors Wealth
Michigan
$824K -$173K -3,466 -17%
FWM
94
Foguth Wealth Management
Michigan
$824K +$824K +16,480 New
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$818K +$818K +16,357 New
SIG
96
Spinnaker Investment Group
California
$801K -$64.4K -1,287 -7%
Creative Planning
97
Creative Planning
Kansas
$776K +$776K +15,505 New
Vontobel Holding
98
Vontobel Holding
Switzerland
$713K +$713K +14,259 New
PWM
99
Perigon Wealth Management
California
$711K -$397K -7,939 -36%
JPMorgan Chase & Co
100
JPMorgan Chase & Co
New York
$700K +$700K +13,999 New
2 3
4
5 6