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 %
LPL Financial
1
LPL Financial
California
$320M +$16.9M +338,289 +6%
Morgan Stanley
2
Morgan Stanley
New York
$142M -$83.8M -1,674,063 -37%
Renaissance Technologies
3
Renaissance Technologies
New York
$68M -$5.33M -106,500 -7%
Stifel Financial
4
Stifel Financial
Missouri
$61.1M +$10.5M +210,068 +21%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$38M +$16.9M +338,696 +81%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$33.2M +$32.9M +658,381 +14,266%
GF
7
Gries Financial
Ohio
$26.9M -$5.2M -103,995 -16%
MML Investors Services
8
MML Investors Services
Massachusetts
$26.3M +$195K +3,889 +0.7%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$22.5M +$14.8M +295,938 +193%
RWP
10
Revolve Wealth Partners
New Jersey
$22.4M -$528K -10,557 -2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$20.5M +$5.73M +114,605 +39%
FLPIM
12
F.L. Putnam Investment Management
Massachusetts
$20.5M -$1.71M -34,100 -8%
Lido Advisors
13
Lido Advisors
California
$20.2M +$369K +7,375 +2%
PAG
14
Private Advisor Group
New Jersey
$18.2M -$270K -5,391 -1%
BRWA
15
B. Riley Wealth Advisors
Florida
$16.1M +$7.22M +144,209 +81%
W
16
Wealthquest
Ohio
$15.9M -$14M -279,958 -47%
HighTower Advisors
17
HighTower Advisors
Illinois
$15.8M -$25.9M -516,324 -62%
CA
18
Cetera Advisors
Colorado
$14.5M -$45.6K -911 -0.3%
SSWM
19
Strait & Sound Wealth Management
California
$12.1M +$5.98M +119,835 +98%
LFA
20
Longview Financial Advisors
Alabama
$11.9M -$213K -4,249 -2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$11M +$1.15M +23,035 +12%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$11M -$1.59M -31,761 -13%
Jane Street
23
Jane Street
New York
$10.2M +$6.98M +139,475 +219%
FGA
24
Fortis Group Advisors
New Jersey
$10.2M +$10.2M +202,934 New
MSAM
25
Moloney Securities Asset Management
Missouri
$9.39M +$365K +7,287 +4%
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