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TBIL

F/m US Treasury 3 Month Bill Fund

13 hedge funds and large institutions have $15.9M invested in F/m US Treasury 3 Month Bill Fund in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

3,183.79% more ownership

Funds ownership: 0%3,183.79% (+3,184%)

Holders
13
Holders Change
+13
Holders Change %
% of All Funds
0.22%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
W
1
Wealthquest
Ohio
$6.61M +$6.6M +132,339 New
CP
2
Castleview Partners
Texas
$2.21M +$2.2M +44,146 New
Jane Street
3
Jane Street
New York
$2.15M +$2.15M +43,039 New
GF
4
Gries Financial
Ohio
$1.5M +$1.49M +29,965 New
FMI
5
F/M Investments
District of Columbia
$1.26M +$1.26M +25,256 New
Lido Advisors
6
Lido Advisors
California
$736K +$735K +14,740 New
PWM
7
Perigon Wealth Management
California
$495K +$493K +9,900 New
CCM
8
Crew Capital Management
Ohio
$451K +$450K +9,020 New
Osaic Holdings
9
Osaic Holdings
Arizona
$352K +$351K +7,044 New
UBS Group
10
UBS Group
Switzerland
$76K +$75.7K +1,518 New
AWM
11
Avior Wealth Management
Nebraska
$49K +$49.8K +1,000 New
C
12
Covestor
United Kingdom
$16K +$15.6K +312 New
LF
13
Lee Financial
Texas
$5K +$4.99K +100 New

TBIL Hedge Fund Activity: Q3 2022 in Review

13 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in F/m US Treasury 3 Month Bill Fund (TBIL) for Q3 2022, worth a combined $15.9M.

Buyers outnumbered sellers: 13 funds opened new TBIL positions and 0 closed out — a net gain of 13 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Wealthquest, opening a new position worth an estimated $6.6M.

  • 13 institutional investors held F/m US Treasury 3 Month Bill Fund (TBIL) as of Q3 2022, up from 0 in Q2 2022.
  • Funds reported $15.9M of F/m US Treasury 3 Month Bill Fund stock for Q3 2022.
  • 13 funds opened new F/m US Treasury 3 Month Bill Fund positions in Q3 2022 and 0 closed out, a net change of +13 holders.
  • The largest F/m US Treasury 3 Month Bill Fund buyer in Q3 2022 was Wealthquest, an estimated $6.6M added.

Based on aggregated 13F filings for Q3 2022.