F/m US Treasury 3 Month Bill Fund
TBIL
182 hedge funds and large institutions have $1.22B invested in F/m US Treasury 3 Month Bill Fund in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 67 increasing their positions, 58 reducing their positions, and 16 closing their positions.
200% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 16
19% more funds holding
Funds holding: 153 → 182 (+29)
16% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 58
13% more capital invested
Capital invested by funds: $1.09B → $1.22B (+$138M)
0.44% more ownership
Funds ownership: 39.6% → 40.05% (+0.44%)
0% more funds holding in top 10
Funds holding in top 10: 12 → 12 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$32.9M |
| 2 |
Morgan Stanley
New York
|
+$29.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$16.9M |
| 4 |
LPL Financial
San Diego,
California
|
+$16.9M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$14.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$25.8M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$14.4M |
| 3 |
W
Wealthquest
Cincinnati,
Ohio
|
-$14M |
| 4 |
OA
Oxbow Advisors
Austin,
Texas
|
-$9.18M |
| 5 |
IA
Inspire Advisors
Meridian,
Idaho
|
-$7.42M |
TBIL Hedge Fund Activity: Q1 2024 in Review
182 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in F/m US Treasury 3 Month Bill Fund (TBIL) for Q1 2024, worth a combined $1.22B — up 13% from $1.09B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new TBIL positions and 16 closed out — a net gain of 32 holders — while 67 added to existing stakes and 58 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $32.9M. The largest seller was HighTower Advisors, cutting an estimated $25.8M.
- 182 institutional investors held F/m US Treasury 3 Month Bill Fund (TBIL) as of Q1 2024, up from 153 in Q4 2023.
- Funds reported $1.22B of F/m US Treasury 3 Month Bill Fund stock for Q1 2024, up 13% quarter-over-quarter.
- 48 funds opened new F/m US Treasury 3 Month Bill Fund positions in Q1 2024 and 16 closed out, a net change of +32 holders.
- The largest F/m US Treasury 3 Month Bill Fund buyer in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $32.9M added.
- The largest F/m US Treasury 3 Month Bill Fund seller in Q1 2024 was HighTower Advisors, an estimated $25.8M sold.
Based on aggregated 13F filings for Q1 2024.