TBIL

US Treasury 3 Month Bill ETF

245 hedge funds and large institutions have $4.22B invested in US Treasury 3 Month Bill ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 95 increasing their positions, 80 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+26
Holders Change %
+11.87%
% of All Funds
3.26%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.28%
New
53
Increased
95
Reduced
80
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$2.08B -$206M -4,135 -9%
LPL Financial
2
LPL Financial
California
$439M +$37.5M +751,672 +9%
Morgan Stanley
3
Morgan Stanley
New York
$244M +$40.8M +817,795 +20%
OA
4
Oxbow Advisors
Texas
$111M +$34.4M +690,652 +45%
Renaissance Technologies
5
Renaissance Technologies
New York
$91.9M +$8.5M +170,500 +10%
Raymond James Financial
6
Raymond James Financial
Florida
$79.2M +$79.2M +1,587,932 New
Stifel Financial
7
Stifel Financial
Missouri
$71.7M +$5.09M +102,130 +8%
IAA
8
Independent Advisor Alliance
North Carolina
$66.1M +$66.1M +1,325,522 New
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$51.2M +$16.7M +333,970 +48%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$47.3M -$2.9M -58,257 -6%
FMI
11
F/M Investments
District of Columbia
$45.5M +$42.5M +851,832 +1,413%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$44.2M +$12.7M +255,237 +40%
PAG
13
Private Advisor Group
New Jersey
$32.9M +$6.32M +126,776 +24%
MML Investors Services
14
MML Investors Services
Massachusetts
$31.3M +$3.21M +64,384 +11%
OWP
15
Obermeyer Wealth Partners
Colorado
$31.3M +$21.6M +432,315 +221%
Lido Advisors
16
Lido Advisors
California
$31.1M +$13.2M +264,995 +74%
RWP
17
Revolve Wealth Partners
New Jersey
$25M +$1.07M +21,559 +4%
UBS Group
18
UBS Group
Switzerland
$23M +$2.65M +53,158 +13%
CTC
19
Central Trust Company
Missouri
$21.9M +$2.75M +55,192 +14%
FOR
20
Family Office Research
Maryland
$21.5M +$21.5M +431,150 New
VWM
21
VanWeelden Wealth Management
Ohio
$21.4M +$21.4M +429,435 New
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$20.6M -$5.02M -100,607 -20%
IWC
23
Integrated Wealth Concepts
Massachusetts
$20.3M +$7.68M +154,041 +61%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$20.1M +$2.21M +44,238 +12%
ACM
25
Alpha Capital Management
Texas
$17.9M -$3.4M -68,176 -16%