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
$33.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$38M
3
LPL Financial
LPL Financial
California
$320M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$22.5M
5
Stifel Financial
Stifel Financial
Missouri
$61.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$142M
2
HighTower Advisors
HighTower Advisors
Illinois
$15.8M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$3.71M
4
W
Wealthquest
Ohio
$15.9M
5
OA
Oxbow Advisors
Texas
$237K
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
176
Newbridge Financial Services Group
Florida
$10K – – –
Fidelity Investments
177
Fidelity Investments
Massachusetts
$1.69K -$285K -5,746 -99%
TRCT
178
Tower Research Capital (TRC)
New York
$1.25K +$1.25K +25 New
OCM
179
Orion Capital Management
California
$1.15K +$1.15K +23 New
DFA
180
DHJJ Financial Advisors
Illinois
$101 – – –
ARC
181
Advisor Resource Council
Texas
– -$5.15M -103,315 Closed
AWM
182
AE Wealth Management
Kansas
– -$3.45M -68,943 Closed
MWM
183
Meridian Wealth Management
Kentucky
– -$2.59M -51,870 Closed
WI
184
WBI Investments
New Jersey
– -$1.54M -30,948 Closed
GBWM
185
Granite Bay Wealth Management
New Hampshire
– -$1.48M -29,629 Closed
FTUS
186
Flow Traders U.S.
New York
– -$819K -16,433 Closed
PA
187
PFG Advisors
Arizona
– -$664K -13,314 Closed
KDA
188
Kraft Davis & Associates
Missouri
– -$424K -8,477 Closed
MF
189
Montis Financial
Massachusetts
– -$363K -7,271 Closed
PCIA
190
Prime Capital Investment Advisors
Kansas
– -$254K -5,100 Closed
WWM
191
Western Wealth Management
Colorado
– -$202K -4,059 Closed
PWM
192
Power Wealth Management
Georgia
– -$200K -4,020 Closed
UFF
193
USA Financial Formulas
Michigan
– -$190K -3,803 Closed
AF
194
Allworth Financial
California
– -$32.4K -649 Closed
ASN
195
Advisory Services Network
Georgia
– -$9.97K -200 Closed
PCM
196
Penserra Capital Management
California
– -$7K -148 Closed
LF
197
Lee Financial
Texas
– -$4.99K -100 Closed
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