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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
GPW
151
Gentry Private Wealth
Kansas
$628K -$325K -6,509 -34%
SFM
152
Signet Financial Management
New Jersey
$603K +$102K +2,044 +20%
VBFP
153
Valtinson Bruner Financial Planning
Minnesota
$576K -$251K -5,028 -30%
SA
154
Sanctuary Advisors
Indiana
$561K +$138K +2,759 +33%
DAS
155
Dynamic Advisor Solutions
Arizona
$561K +$12.5K +250 +2%
GSWM
156
Golden State Wealth Management
California
$543K +$544K +10,887 New
AWM
157
Accurate Wealth Management
Florida
$542K +$5.69K +114 +1%
BAM
158
Belpointe Asset Management
Nevada
$520K -$216K -4,317 -29%
EWM
159
Elmwood Wealth Management
California
$514K
National Bank of Canada
160
National Bank of Canada
Quebec, Canada
$486K +$228K +4,571 +88%
PPP
161
Private Portfolio Partners
New Jersey
$484K +$91.2K +1,826 +23%
WFS
162
Widmann Financial Services
Maryland
$478K -$11K -220 -2%
FGG
163
Financial Guidance Group
Florida
$454K
HCA
164
Harbour Capital Advisors
Virginia
$452K -$2.25K -45 -0.5%
STA
165
Summit Trail Advisors
New York
$449K +$449K +9,000 New
MF
166
Montis Financial
Massachusetts
$444K -$2.5K -50 -0.6%
Empower Advisory Group
167
Empower Advisory Group
Colorado
$438K +$439K +8,794 New
SB
168
Strategic Blueprint
Georgia
$421K +$21.2K +425 +5%
LIM
169
Leavell Investment Management
Alabama
$420K -$11.8K -236 -3%
1IA
170
1834 Investment Advisors
Wisconsin
$419K -$1.03M -20,616 -71%
DADC
171
D.A. Davidson & Co
Montana
$416K -$614K -12,301 -60%
GAA
172
Global Assets Advisory
Florida
$368K -$36.2K -725 -9%
US Bancorp
173
US Bancorp
Minnesota
$366K +$37.4K +750 +11%
SIG
174
Spinnaker Investment Group
California
$366K -$819K -16,395 -69%
EAM
175
Everstar Asset Management
North Carolina
$362K -$225K -4,515 -38%

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.