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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
PG
126
Prostatis Group
Maryland
$1.05M +$1.05M +21,091 New
STAS
127
Strong Tower Advisory Services
Minnesota
$1.02M -$243K -4,860 -19%
RCS
128
Retirement Capital Strategies
California
$1,000K +$1M +20,048 New
Comerica Bank
129
Comerica Bank
Texas
$985K -$36.1K -723 -4%
RCWM
130
Red Crane Wealth Management
California
$946K +$947K +18,970 New
TA
131
TrueWealth Advisors
Alabama
$929K -$204K -4,087 -18%
RA
132
RiverTree Advisors
Florida
$900K -$667K -13,367 -43%
FIM
133
Freedom Investment Management
Connecticut
$887K -$46.6K -934 -5%
IP
134
Ignite Planners
California
$871K +$131K +2,626 +18%
CWG
135
Crown Wealth Group
North Carolina
$825K -$334K -6,682 -29%
FWM
136
Foguth Wealth Management
Michigan
$795K -$14.8K -296 -2%
SAW
137
Signal Advisors Wealth
Michigan
$793K -$11.5K -230 -1%
Ameriprise
138
Ameriprise
Minnesota
$761K -$1.13M -22,658 -60%
PS
139
Principal Securities
Iowa
$750K -$2.01M -40,170 -73%
AFAS
140
Acorn Financial Advisory Services
Virginia
$723K +$215K +4,300 +42%
FHA
141
Flagship Harbor Advisors
Massachusetts
$711K -$15.7M -314,778 -96%
IA
142
IFP Advisors
Florida
$707K -$450K -9,019 -39%
CA
143
Calton & Associates
Florida
$698K +$699K +14,000 New
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$667K -$838K -16,785 -56%
IA
145
IFG Advisory
Georgia
$660K +$661K +13,242 New
TA
146
TruWealth Advisors
Louisiana
$657K +$658K +13,176 New
FA
147
Fiduciary Alliance
South Carolina
$656K +$656K +13,148 New
T
148
Tidemark
California
$638K +$8.49K +170 +1%
CW
149
CreativeOne Wealth
Kansas
$635K +$150K +3,000 +31%
TNBTD
150
Trustmark National Bank Trust Department
Mississippi
$628K +$629K +12,602 New

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.