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TBIL

F/m US Treasury 3 Month Bill Fund

220 hedge funds and large institutions have $1.75B invested in F/m US Treasury 3 Month Bill Fund in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 95 increasing their positions, 57 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 30

67% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 57

13% more capital invested

Capital invested by funds: $1.55B → $1.75B (+$196M)

12% more funds holding

Funds holding: 197220 (+23)

0.64% more ownership

Funds ownership: 40.9%41.54% (+0.64%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

Holders
220
Holders Change
+23
Holders Change %
+11.68%
% of All Funds
3.16%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
56
Increased
95
Reduced
57
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1IA
101
1834 Investment Advisors
Wisconsin
$1.45M
MWM
102
Meridian Wealth Management
Kentucky
$1.41M -$755K -15,130 -35%
BCM
103
Brookstone Capital Management
Illinois
$1.38M +$98.3K +1,969 +8%
SPC
104
Sigma Planning Corp
Michigan
$1.34M +$314K +6,281 +31%
NW
105
NewEdge Wealth
Pennsylvania
$1.33M +$1.32M +26,484 New
STAS
106
Strong Tower Advisory Services
Minnesota
$1.27M -$1.75M -35,111 -58%
BWA
107
BlueChip Wealth Advisors
Georgia
$1.26M -$22.3K -446 -2%
GWM
108
Gitterman Wealth Management
New Jersey
$1.25M -$19.5K -390 -2%
SIG
109
Spinnaker Investment Group
California
$1.19M +$700K +14,012 +144%
CWG
110
Crown Wealth Group
North Carolina
$1.16M +$21.8K +436 +2%
GIA
111
Gladstone Institutional Advisory
Florida
$1.16M +$257K +5,156 +29%
DP
112
Divergent Planning
Maryland
$1.16M -$2.52M -50,404 -68%
IA
113
IFP Advisors
Florida
$1.16M +$108K +2,153 +10%
OIA
114
OneDigital Investment Advisors
Kansas
$1.15M +$447K +8,955 +64%
TA
115
TrueWealth Advisors
Alabama
$1.14M +$1.13M +22,714 New
CCM
116
Crew Capital Management
Ohio
$1.12M +$392K +7,847 +54%
SIS
117
Strategic Investment Solutions
Illinois
$1.11M +$1.09M +21,762 New
CIA
118
Concurrent Investment Advisors
Florida
$1.09M +$190K +3,808 +21%
Betterment LLC
119
Betterment LLC
New York
$1.07M +$815K +16,322 +317%
DADC
120
D.A. Davidson & Co
Montana
$1.03M +$331K +6,636 +47%
Comerica Bank
121
Comerica Bank
Texas
$1.03M +$682K +13,660 +200%
Vontobel Holding
122
Vontobel Holding
Switzerland
$1.01M +$300K +6,000 +42%
JIP
123
Jaffetilchin Investment Partners
Florida
$1M +$1M +20,047 New
FTUS
124
Flow Traders U.S.
New York
$957K +$955K +19,118 New
GPW
125
Gentry Private Wealth
Kansas
$956K +$954K +19,100 New

TBIL Hedge Fund Activity: Q3 2024 in Review

220 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in F/m US Treasury 3 Month Bill Fund (TBIL) for Q3 2024, worth a combined $1.75B — up 13% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new TBIL positions and 30 closed out — a net gain of 26 holders — while 95 added to existing stakes and 57 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $38.2M. The largest seller was Quadrature Capital, exiting entirely with an estimated $14.9M sold.

  • 220 institutional investors held F/m US Treasury 3 Month Bill Fund (TBIL) as of Q3 2024, up from 197 in Q2 2024.
  • Funds reported $1.75B of F/m US Treasury 3 Month Bill Fund stock for Q3 2024, up 13% quarter-over-quarter.
  • 56 funds opened new F/m US Treasury 3 Month Bill Fund positions in Q3 2024 and 30 closed out, a net change of +26 holders.
  • The largest F/m US Treasury 3 Month Bill Fund buyer in Q3 2024 was Raymond James Financial Services Advisors, an estimated $38.2M added.
  • The largest F/m US Treasury 3 Month Bill Fund seller in Q3 2024 was Quadrature Capital, an estimated $14.9M sold.

Based on aggregated 13F filings for Q3 2024.