TBIL

US Treasury 3 Month Bill ETF
TBIL

Overview Fund Activity

153 hedge funds and large institutions have $1.19B invested in US Treasury 3 Month Bill ETF in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 74 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+16
Holders Change %
+11.68%
% of All Funds
2.24%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
37
Increased
74
Reduced
34
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$225M
2
LPL Financial
2
LPL Financial
California
$302M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$73.1M
4
RWP
4
Revolve Wealth Partners
New Jersey
$22.8M
5
Stifel Financial
5
Stifel Financial
Missouri
$50.4M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$18.1M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$722K
3
CFG
3
Compton Financial Group
Maryland
$0
4
BRWA
4
B. Riley Wealth Advisors
Florida
$8.88M
5
Jane Street
5
Jane Street
New York
$3.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
101
Sovereign Financial Group
Connecticut
$417K +$125K +2,515 +43%
MF
102
Montis Financial
Massachusetts
$363K +$363K +7,271 New
ACM
103
Andina Capital Management
Utah
$335K +$335K +6,713 New
US Bancorp
104
US Bancorp
Minnesota
$332K +$16.7K +334 +5%
MSA
105
Marino Stram & Associates
Massachusetts
$331K +$127K +2,553 +63%
BCM
106
Brookstone Capital Management
Illinois
$314K -$444K -8,897 -59%
OPS
107
Orion Portfolio Solutions
Nebraska
$313K +$313K +6,273 New
BCI
108
Brinker Capital Investments
Pennsylvania
$313K +$313K +6,273 New
ACM
109
Allred Capital Management
Texas
$309K +$34.1K +684 +12%
B
110
Bridgeworth
Alabama
$296K – – –
DP
111
Divergent Planning
Maryland
$295K +$67K +1,343 +29%
Fidelity Investments
112
Fidelity Investments
Massachusetts
$288K +$287K +5,755 +23,020%
National Bank of Canada
113
National Bank of Canada
Quebec, Canada
$277K +$92.8K +1,861 +50%
AWS
114
Atria Wealth Solutions
New York
$272K -$259K -5,204 -49%
VVP
115
Venture Visionary Partners
Ohio
$269K – – –
LJAC
116
L.J. Altfest & Co
New York
$266K +$11.5K +230 +5%
PCIA
117
Prime Capital Investment Advisors
Kansas
$254K +$254K +5,100 New
Wells Fargo
118
Wells Fargo
California
$253K +$253K +5,081 +508,100%
OAM
119
Occidental Asset Management
California
$249K – – –
ACM
120
AlphaStar Capital Management
North Carolina
$249K +$249K +5,000 New
NL
121
NWAM LLC
Washington
$241K +$241K +4,827 New
CWM
122
Cornerstone Wealth Management
Missouri
$240K +$240K +4,823 New
HCA
123
Harbour Capital Advisors
Virginia
$235K +$235K +4,715 New
Wealth Enhancement Advisory Services
124
Wealth Enhancement Advisory Services
Minnesota
$230K +$230K +4,615 New
Cerity Partners
125
Cerity Partners
New York
$225K +$23.2K +465 +11%
3 4
5
6 7