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
$33.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$38M
3
LPL Financial
LPL Financial
California
$320M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$22.5M
5
Stifel Financial
Stifel Financial
Missouri
$61.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$142M
2
HighTower Advisors
HighTower Advisors
Illinois
$15.8M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$3.71M
4
W
Wealthquest
Ohio
$15.9M
5
OA
Oxbow Advisors
Texas
$237K
Name Holding Trade Value Shares
Change 		Shares
Change %
ASFA
101
All Season Financial Advisors
Colorado
$693K -$71.9K -1,438 -9%
CI
102
Ceera Investments
Texas
$683K +$683K +13,645 New
SPC
103
Sigma Planning Corp
Michigan
$663K +$663K +13,258 New
KLCM
104
KG&L Capital Management
Louisiana
$638K +$638K +12,750 New
BCM
105
Brookstone Capital Management
Illinois
$632K +$317K +6,344 +101%
KF
106
Krilogy Financial
Missouri
$601K +$601K +12,012 New
SFA
107
Sequoia Financial Advisors
Ohio
$573K +$573K +11,452 New
DADC
108
D.A. Davidson & Co
Montana
$572K +$572K +11,435 New
EAM
109
Empirical Asset Management
Massachusetts
$563K +$7.45K +149 +1%
RJA
110
Raymond James & Associates
Florida
$542K -$346K -6,919 -39%
IA
111
Inspire Advisors
Idaho
$524K -$7.44M -148,629 -93%
DAS
112
Dynamic Advisor Solutions
Arizona
$520K +$520K +10,400 New
ACA
113
Aptus Capital Advisors
Alabama
$503K +$503K +10,050 New
NWM
114
Napa Wealth Management
California
$501K +$33.3K +666 +7%
FGG
115
Financial Guidance Group
Florida
$493K -$7.51K -150 -2%
KWA
116
Kingswood Wealth Advisors
California
$477K -$35.9K -718 -7%
CCM
117
Crew Capital Management
Ohio
$472K -$4.3K -86 -0.9%
T
118
Tidemark
California
$458K +$420K +8,391 +1,104%
NA
119
NewEdge Advisors
Louisiana
$449K -$2.65K -53 -0.6%
AFAS
120
Acorn Financial Advisory Services
Virginia
$446K +$446K +8,905 New
AAS
121
Ameritas Advisory Services
Nebraska
$432K -$1.91M -38,094 -82%
SWM
122
Silverlake Wealth Management
Vermont
$427K -$212K -4,236 -33%
MSA
123
Marino Stram & Associates
Massachusetts
$425K +$92.5K +1,849 +28%
BWP
124
BSW Wealth Partners
Colorado
$410K +$410K +8,196 New
HW
125
Hamilton Wealth
California
$367K -$2.36M -47,087 -87%
3 4
5
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