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 %
SFA
126
Semmax Financial Advisors
North Carolina
$217K -$42.4K -849 -16%
LA
127
Lindenwold Advisors
Pennsylvania
$207K – – –
HCA
128
Heck Capital Advisors
Wisconsin
$204K +$84.4K +1,693 +71%
AP
129
Americana Partners
Texas
$203K -$34.9K -700 -15%
WWM
130
Western Wealth Management
Colorado
$202K +$202K +4,059 New
PWM
131
Power Wealth Management
Georgia
$200K +$200K +4,020 New
UFF
132
USA Financial Formulas
Michigan
$190K +$190K +3,803 New
Bank of America
133
Bank of America
North Carolina
$186K +$179K +3,583 +2,437%
PTC
134
Private Trust Company
Ohio
$166K -$555K -11,122 -77%
WIM
135
Westside Investment Management
California
$144K +$93.7K +1,880 +188%
Royal Bank of Canada
136
Royal Bank of Canada
Ontario, Canada
$85K -$480K -9,602 -85%
CP
137
Castleview Partners
Texas
$70.2K +$3.44K +69 +5%
IGWM
138
ICA Group Wealth Management
Colorado
$60.8K +$60.8K +1,220 New
AWM
139
Avior Wealth Management
Nebraska
$52.8K +$698 +14 +1%
T
140
Tidemark
California
$37.9K +$37.9K +760 New
PA
141
PSI Advisors
Florida
$37.8K +$37.8K +758 New
AF
142
Allworth Financial
California
$32.4K -$49.9K -1,000 -61%
CPA
143
Clear Point Advisors
New York
$29K +$29K +581 New
PCM
144
Perritt Capital Management
Illinois
$25.6K +$649 +13 +3%
SPIA
145
Steward Partners Investment Advisory
New York
$17.5K +$17.5K +350 New
NFSG
146
Newbridge Financial Services Group
Florida
$9.97K – – –
ASN
147
Advisory Services Network
Georgia
$9.97K +$9.97K +200 New
C
148
Covestor
United Kingdom
$7K -$13.7K -290 -66%
PCM
149
Penserra Capital Management
California
$7K +$47 +1 +0.7%
CAS
150
Coppell Advisory Solutions
Texas
$6.93K +$6.93K +139 New
3 4 5
6
7