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TBIL

F/m US Treasury 3 Month Bill Fund

220 hedge funds and large institutions have $1.75B invested in F/m US Treasury 3 Month Bill Fund in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 95 increasing their positions, 57 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 30

67% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 57

13% more capital invested

Capital invested by funds: $1.55B → $1.75B (+$196M)

12% more funds holding

Funds holding: 197220 (+23)

0.64% more ownership

Funds ownership: 40.9%41.54% (+0.64%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

Holders
220
Holders Change
+23
Holders Change %
+11.68%
% of All Funds
3.16%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
56
Increased
95
Reduced
57
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWM
176
OneAscent Wealth Management
Alabama
$287K -$18.4K -368 -6%
AWM
177
Apollon Wealth Management
South Carolina
$285K -$153K -3,064 -35%
LC
178
Lindbrook Capital
California
$284K +$284K +5,680 New
Creative Planning
179
Creative Planning
Kansas
$275K -$375K -7,519 -58%
VVP
180
Venture Visionary Partners
Ohio
$270K
National Bank of Canada
181
National Bank of Canada
Quebec, Canada
$259K -$43.6K -873 -14%
IAS
182
Insigneo Advisory Services
Florida
$250K -$30K -600 -11%
OAM
183
Occidental Asset Management
California
$250K
CG
184
Clarus Group
Texas
$250K +$250K +5,000 New
NL
185
NWAM LLC
Washington
$244K +$243K +4,874 New
LA
186
Latitude Advisors
Florida
$240K +$240K +4,803 New
SA
187
Strategic Advocates
Utah
$228K +$227K +4,550 New
LFAS
188
Level Four Advisory Services
Texas
$222K -$52K -1,041 -19%
VAM
189
Verity Asset Management
North Carolina
$219K +$218K +4,370 New
LA
190
Lindenwold Advisors
Pennsylvania
$208K
WIM
191
Westside Investment Management
California
$208K +$13.5K +270 +7%
SWM
192
Silverlake Wealth Management
Vermont
$204K -$152K -3,047 -43%
Cerity Partners
193
Cerity Partners
New York
$203K -$1.4K -28 -0.7%
Wells Fargo
194
Wells Fargo
California
$181K -$128K -2,559 -41%
Bank of America
195
Bank of America
North Carolina
$167K -$89.5K -1,792 -35%
EWA
196
EP Wealth Advisors
California
$162K +$161K +3,230 New
EWA
197
EverSource Wealth Advisors
Alabama
$153K +$73.8K +1,479 +93%
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$95K +$94.8K +1,899 New
PA
199
PSI Advisors
Florida
$76.7K -$10.6K -213 -12%
CFD
200
Creative Financial Designs
Indiana
$73.7K +$37.2K +745 +102%

TBIL Hedge Fund Activity: Q3 2024 in Review

220 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in F/m US Treasury 3 Month Bill Fund (TBIL) for Q3 2024, worth a combined $1.75B — up 13% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new TBIL positions and 30 closed out — a net gain of 26 holders — while 95 added to existing stakes and 57 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $38.2M. The largest seller was Quadrature Capital, exiting entirely with an estimated $14.9M sold.

  • 220 institutional investors held F/m US Treasury 3 Month Bill Fund (TBIL) as of Q3 2024, up from 197 in Q2 2024.
  • Funds reported $1.75B of F/m US Treasury 3 Month Bill Fund stock for Q3 2024, up 13% quarter-over-quarter.
  • 56 funds opened new F/m US Treasury 3 Month Bill Fund positions in Q3 2024 and 30 closed out, a net change of +26 holders.
  • The largest F/m US Treasury 3 Month Bill Fund buyer in Q3 2024 was Raymond James Financial Services Advisors, an estimated $38.2M added.
  • The largest F/m US Treasury 3 Month Bill Fund seller in Q3 2024 was Quadrature Capital, an estimated $14.9M sold.

Based on aggregated 13F filings for Q3 2024.