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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
FIM
126
Freedom Investment Management
Connecticut
$937K -$42.5K -852 -4%
MW
127
MBL Wealth
North Carolina
$901K +$250K +5,001 +38%
MA
128
Mutual Advisors
Nebraska
$888K -$3.71M -74,235 -81%
VBFP
129
Valtinson Bruner Financial Planning
Minnesota
$830K -$5.26M -105,372 -86%
FWM
130
Foguth Wealth Management
Michigan
$808K +$13.7K +275 +2%
SAW
131
Signal Advisors Wealth
Michigan
$807K +$502K +10,047 +165%
TCG
132
Transcendent Capital Group
Oklahoma
$742K +$95.4K +1,910 +15%
IP
133
Ignite Planners
California
$742K +$155K +3,096 +26%
BAM
134
Belpointe Asset Management
Nevada
$736K +$492K +9,853 +203%
FAIM
135
Financial Advocates Investment Management
Washington
$729K +$298K +5,961 +69%
CAM
136
Cresset Asset Management
Illinois
$685K +$684K +13,689 New
GCA
137
Genesee Capital Advisors
New York
$676K +$674K +13,500 New
T
138
Tidemark
California
$632K +$51.2K +1,026 +9%
GA
139
GoalVest Advisory
New York
$605K +$604K +12,100 New
PA
140
PFG Advisors
Arizona
$598K -$777K -15,567 -57%
EAM
141
Everstar Asset Management
North Carolina
$589K +$588K +11,780 New
DAS
142
Dynamic Advisor Solutions
Arizona
$550K +$12.5K +250 +2%
AWM
143
Accurate Wealth Management
Florida
$536K +$536K +10,742 New
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$530K -$45.1K -903 -8%
WG
145
Wealth Group
North Carolina
$526K
EWM
146
Elmwood Wealth Management
California
$516K +$515K +10,315 New
AFAS
147
Acorn Financial Advisory Services
Virginia
$510K -$1.3M -25,968 -72%
SFM
148
Signet Financial Management
New Jersey
$503K -$601K -12,035 -55%
WFS
149
Widmann Financial Services
Maryland
$490K +$489K +9,800 New
CW
150
CreativeOne Wealth
Kansas
$487K +$486K +9,740 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.