TBIL

US Treasury 3 Month Bill ETF
TBIL

Overview Fund Activity

181 hedge funds and large institutions have $1.22B invested in US Treasury 3 Month Bill ETF in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 66 increasing their positions, 58 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+28
Holders Change %
+18.3%
% of All Funds
2.62%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
48
Increased
66
Reduced
58
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$32.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$16.9M
3
LPL Financial
LPL Financial
California
+$16.9M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$14.8M
5
Stifel Financial
Stifel Financial
Missouri
+$10.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$83.8M
2
HighTower Advisors
HighTower Advisors
Illinois
-$25.9M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$14.4M
4
W
Wealthquest
Ohio
-$14M
5
OA
Oxbow Advisors
Texas
-$9.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
151
Oxbow Advisors
Texas
$237K -$9.19M -183,732 -97%
HCA
152
Harbour Capital Advisors
Virginia
$236K +$997 +20 +0.4%
HCA
153
Heck Capital Advisors
Wisconsin
$230K +$25.3K +506 +12%
Osaic Holdings
154
Osaic Holdings
Arizona
$211K +$211K +4,218 New
LA
155
Lindenwold Advisors
Pennsylvania
$208K – – –
PPP
156
Private Portfolio Partners
New Jersey
$205K +$205K +4,103 New
AWS
157
Atria Wealth Solutions
New York
$204K -$69.5K -1,390 -25%
AP
158
Americana Partners
Texas
$204K – – –
Cerity Partners
159
Cerity Partners
New York
$203K -$22.3K -446 -10%
WIM
160
Westside Investment Management
California
$194K +$50K +1,000 +35%
Bank of America
161
Bank of America
North Carolina
$187K – – –
EWA
162
EP Wealth Advisors
California
$130K +$130K +2,603 New
PTC
163
Private Trust Company
Ohio
$129K -$38.1K -761 -23%
PA
164
PSI Advisors
Florida
$65.1K +$27.2K +543 +72%
IGWM
165
ICA Group Wealth Management
Colorado
$55K -$6K -120 -10%
AWM
166
Avior Wealth Management
Nebraska
$53.6K +$700 +14 +1%
EWA
167
EverSource Wealth Advisors
Alabama
$53.2K +$53.2K +1,064 New
Wells Fargo
168
Wells Fargo
California
$47.9K -$206K -4,125 -81%
TCG
169
Transcendent Capital Group
Oklahoma
$35K -$593K -11,844 -94%
CPA
170
Clear Point Advisors
New York
$29.4K +$350 +7 +1%
PCM
171
Perritt Capital Management
Illinois
$26.1K +$350 +7 +1%
CP
172
Castleview Partners
Texas
$25K -$45.4K -908 -64%
RIA
173
Realta Investment Advisors
Delaware
$25K +$25K +500 New
SPIA
174
Steward Partners Investment Advisory
New York
$17.5K – – –
C
175
Covestor
United Kingdom
$11K +$3.86K +80 +54%
4 5 6
7
8