TBIL

US Treasury 3 Month Bill ETF
TBIL

Overview Fund Activity

195 hedge funds and large institutions have $1.53B invested in US Treasury 3 Month Bill ETF in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 89 increasing their positions, 53 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+14
Holders Change %
+7.73%
% of All Funds
2.84%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
39
Increased
89
Reduced
53
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OA
1
Oxbow Advisors
Texas
$70.4M
2
LPL Financial
2
LPL Financial
California
$381M
3
Morgan Stanley
3
Morgan Stanley
New York
$191M
4
CTC
4
Central Trust Company
Missouri
$24.7M
5
Stifel Financial
5
Stifel Financial
Missouri
$75.1M

Top Sellers

1
FLPIM
1
F.L. Putnam Investment Management
Massachusetts
$5.99M
2
Jane Street
2
Jane Street
New York
$1.83M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$42.9K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
151
Level Four Advisory Services
Texas
$274K +$274K +5,474 New
VVP
152
Venture Visionary Partners
Ohio
$270K – – –
TIAA Trust, National Association
153
TIAA Trust, National Association
North Carolina
$266K +$266K +5,327 New
ACM
154
AlphaStar Capital Management
North Carolina
$265K -$7.5K -150 -3%
Betterment LLC
155
Betterment LLC
New York
$257K +$257K +5,141 New
Bank of America
156
Bank of America
North Carolina
$257K +$70.1K +1,402 +38%
SB
157
Strategic Blueprint
Georgia
$254K +$254K +5,087 New
OAM
158
Occidental Asset Management
California
$250K – – –
BAM
159
Belpointe Asset Management
Nevada
$243K +$243K +4,856 New
VA
160
Valmark Advisers
Ohio
$241K +$241K +4,809 New
LIM
161
Leavell Investment Management
Alabama
$238K +$238K +4,755 New
VFA
162
Valeo Financial Advisors
Indiana
$230K +$230K +4,600 New
HCA
163
Harbour Capital Advisors
Virginia
$217K -$18.9K -380 -8%
KA
164
Kovack Advisors
Florida
$216K -$29.3K -586 -12%
CAM
165
Concorde Asset Management
Michigan
$210K +$210K +4,196 New
LA
166
Lindenwold Advisors
Pennsylvania
$208K – – –
Cerity Partners
167
Cerity Partners
New York
$205K +$1.4K +28 +0.7%
AP
168
Americana Partners
Texas
$204K – – –
WIM
169
Westside Investment Management
California
$194K – – –
Osaic Holdings
170
Osaic Holdings
Arizona
$168K -$43K -860 -20%
PA
171
PSI Advisors
Florida
$87.3K +$22.3K +445 +34%
EWA
172
EverSource Wealth Advisors
Alabama
$79.2K +$26K +519 +49%
JPMorgan Chase & Co
173
JPMorgan Chase & Co
New York
$60K -$640K -12,799 -91%
AWM
174
Avior Wealth Management
Nebraska
$54.3K +$700 +14 +1%
Royal Bank of Canada
175
Royal Bank of Canada
Ontario, Canada
$52K -$191K -3,777 -79%
5 6
7
8 9