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TBIL

F/m US Treasury 3 Month Bill Fund

247 hedge funds and large institutions have $4.23B invested in F/m US Treasury 3 Month Bill Fund in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 96 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more capital invested

Capital invested by funds: $1.75B → $4.23B (+$2.48B)

130% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 23

50% more funds holding in top 10

Funds holding in top 10: 1421 (+7)

19% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 81

12% more funds holding

Funds holding: 220247 (+27)

4.91% more ownership

Funds ownership: 41.54%46.44% (+4.9%)

Holders
247
Holders Change
+27
Holders Change %
+12.27%
% of All Funds
3.25%
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
96
Reduced
81
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GJIA
101
Glass Jacobson Investment Advisors
Maryland
$1.77M +$14.8K +296 +0.8%
ACA
102
Aptus Capital Advisors
Alabama
$1.75M +$1.28M +25,616 +270%
DP
103
Divergent Planning
Maryland
$1.69M +$523K +10,467 +45%
CAM
104
Cresset Asset Management
Illinois
$1.63M +$948K +18,982 +139%
NPAN
105
Northeast Planning Associates NH
New Hampshire
$1.58M +$1.58M +31,730 New
CF
106
Claris Financial
Virginia
$1.58M +$1.58M +31,720 New
NA
107
NewEdge Advisors
Louisiana
$1.53M -$14.8K -296 -1%
MW
108
MBL Wealth
North Carolina
$1.51M +$614K +12,300 +68%
GVAG
109
Great Valley Advisor Group
Delaware
$1.44M -$561K -11,234 -28%
CWP
110
Core Wealth Partners
California
$1.34M +$929K +18,598 +225%
NW
111
NewEdge Wealth
Pennsylvania
$1.32M
VF
112
Vista Finance
Missouri
$1.3M -$767K -15,360 -37%
CG
113
Clarus Group
Texas
$1.3M +$1.05M +21,016 +420%
MAS
114
MPWM Advisory Solutions
Georgia
$1.29M +$1.29M +25,825 New
Betterment LLC
115
Betterment LLC
New York
$1.25M +$180K +3,603 +17%
HW
116
Hamilton Wealth
California
$1.24M +$842K +16,863 +211%
GWM
117
Gitterman Wealth Management
New Jersey
$1.23M -$16.9K -338 -1%
SPC
118
Sigma Planning Corp
Michigan
$1.22M -$114K -2,292 -9%
FAIM
119
Financial Advocates Investment Management
Washington
$1.19M +$462K +9,257 +64%
MWM
120
Meridian Wealth Management
Kentucky
$1.17M -$230K -4,605 -16%
CCM
121
Crew Capital Management
Ohio
$1.14M +$16.4K +329 +1%
BWA
122
BlueChip Wealth Advisors
Georgia
$1.12M -$135K -2,698 -11%
PA
123
Parallel Advisors
California
$1.09M +$1.09M +21,829 New
SCI
124
Silver Coast Investments
United States
$1.08M -$1.22M -24,496 -53%
SIS
125
Strategic Investment Solutions
Illinois
$1.06M -$24.1K -482 -2%

TBIL Hedge Fund Activity: Q4 2024 in Review

247 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in F/m US Treasury 3 Month Bill Fund (TBIL) for Q4 2024, worth a combined $4.23B — up 142% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new TBIL positions and 23 closed out — a net gain of 30 holders — while 96 added to existing stakes and 81 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $66.2M. The largest seller was Flagship Harbor Advisors, cutting an estimated $15.7M.

  • 247 institutional investors held F/m US Treasury 3 Month Bill Fund (TBIL) as of Q4 2024, up from 220 in Q3 2024.
  • Funds reported $4.23B of F/m US Treasury 3 Month Bill Fund stock for Q4 2024, up 142% quarter-over-quarter.
  • 53 funds opened new F/m US Treasury 3 Month Bill Fund positions in Q4 2024 and 23 closed out, a net change of +30 holders.
  • The largest F/m US Treasury 3 Month Bill Fund buyer in Q4 2024 was Independent Advisor Alliance, an estimated $66.2M added.
  • The largest F/m US Treasury 3 Month Bill Fund seller in Q4 2024 was Flagship Harbor Advisors, an estimated $15.7M sold.

Based on aggregated 13F filings for Q4 2024.