Global X 1-3 Month T-Bill

CLIP • ARCA

Global X 1-3 Month T-Bill is an exchange-traded fund on ARCA. As of Q3 2025, 130 institutional investors hold shares in this ETF, with total holdings valued at $885.9M. SEI INVESTMENTS CO is the largest holder with a position valued at $148.7M.

Overview

Overview of institutional ownership in CLIP as of Q3 2025

All Institutions

Institutions: 130
Value Held: $885.9M
Shares Held: 8.8M
Avg Position: $6.8M
Median Position: $1.6M

Hedge Funds

Hedge Funds: 1
Value Held: $207.0K
Shares Held: 2.1K
Avg Position: $207.0K
Median Position: $207.0K

Biggest Investors

Institutions with the largest positions in CLIP as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
S SEI INVESTMENTS CO Institution	-	$148.7M 0.16% of portfolio	1.5M shares	Q3 2024 Held for 1y 2m	$93.0B
L LPL Financial LLC Institution	-	$89.3M 0.03% of portfolio	889.5K shares	Q4 2023 Held for 1y 11m	$340.07B
Capital Investment Advisors, LLC RIA/Wealth	Connor Douglas Miller CIO	$52.8M 0.87% of portfolio	525.4K shares	Q1 2025 Held for 8 months	$6.1B
4 49 WEALTH MANAGEMENT, LLC Institution	-	$47.0M 4.96% of portfolio	467.7K shares	Q1 2025 Held for 8 months	$947.5M
Advisor OS, LLC Fund of Funds	Joseph David Taiber Managing Partner	$41.2M 3.67% of portfolio	409.9K shares	Q1 2025 Held for 8 months	$1.1B
MJP ASSOCIATES INC /ADV RIA/Wealth	Brian Hugh Vendig President	$40.2M 5.55% of portfolio	400.2K shares	Q1 2025 Held for 8 months	$724.0M
Accurate Wealth Management, LLC RIA/Wealth	Gregg Arthur Guinta COO	$39.0M 5.21% of portfolio	389.3K shares	Q3 2024 Held for 1y 2m	$748.3M
G Global X Japan Co., Ltd. Institution	-	$22.6M 1.96% of portfolio	225.5K shares	Q2 2024 Held for 1y 5m	$1.2B
Peterson Wealth Advisors, LLC RIA/Wealth	Scott Martin Peterson Managing Partner	$22.3M 3.34% of portfolio	222.8K shares	Q3 2024 Held for 1y 2m	$668.6M
Pasadena Private Wealth, LLC RIA/Wealth	Simon Matthew Holford CEO	$21.1M 3.05% of portfolio	210.2K shares	Q2 2025 Held for 5 months	$692.0M

Net Capital Flow

Institutional buying and selling activity for CLIP in Q3 2025

Traded: +$40.0M
Buyers: 79
Sellers: 54
Total Bought: +$111.6M
Total Sold: −$71.7M
Avg Position: $6.2M

Biggest Buyers

Institution	Net Bought	Current Position
G Global X Japan Co., Ltd. Institution	+$12.5M +124.7K shares	$22.6M 225.5K shares
Accurate Wealth Management, LLC RIA/Wealth	+$10.8M +107.9K shares	$39.0M 389.3K shares
Capital Investment Advisors, LLC RIA/Wealth	+$10.2M +101.9K shares	$52.8M 525.4K shares
L LPL Financial LLC Institution	+$7.9M +78.6K shares	$89.3M 889.5K shares
Advisor OS, LLC Fund of Funds	+$6.5M +64.6K shares	$41.2M 409.9K shares
Financial Network Wealth Advisors LLC RIA/Wealth	+$5.1M +50.4K shares	$5.1M 50.4K shares
MJP ASSOCIATES INC /ADV RIA/Wealth	+$4.6M +46.2K shares	$40.2M 400.2K shares
Chicago Wealth Management, Inc. RIA/Wealth	+$4.6M +46.1K shares	$4.6M 46.1K shares
VERUS CAPITAL PARTNERS, LLC RIA/Wealth	+$4.6M +45.9K shares	$8.7M 87.1K shares
DENVER WEALTH MANAGEMENT, INC. RIA/Wealth	+$3.6M +36.0K shares	$3.6M 36.0K shares

Biggest Sellers

Institution	Net Sold	Current Position
Pasadena Private Wealth, LLC RIA/Wealth	−$16.9M −167.9K shares	$21.1M 210.2K shares
4 49 WEALTH MANAGEMENT, LLC Institution	−$16.7M −166.3K shares	$47.0M 467.7K shares
Q Quadrature Capital Ltd Institution	−$6.0M −59.7K shares	Sold Off 0 shares
TERRIL BROTHERS, INC. RIA/Wealth	−$3.1M −31.3K shares	$8.5M 84.6K shares
W Wealth Alliance Institution	−$3.0M −29.6K shares	Sold Off 0 shares
C CLS Investments, LLC Institution	−$2.5M −25.4K shares	$6.4M 63.5K shares
Peterson Wealth Advisors, LLC RIA/Wealth	−$2.4M −23.9K shares	$22.3M 222.8K shares
M MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Institution	−$2.2M −22.4K shares	$15.4M 153.2K shares
Precision Wealth Strategies, LLC RIA/Wealth	−$2.2M −21.8K shares	$1.4M 13.6K shares
Cetera Investment Advisers RIA/Wealth	−$2.1M −20.6K shares	$5.0M 49.7K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited CLIP in Q3 2025

New Positions: 15
New Value: $18.0M
Exited Positions: 12
Exited Value: $11.9M

New Positions

Institution	Position Value
Financial Network Wealth Advisors LLC RIA/Wealth	$5.1M 50.4K shares
Chicago Wealth Management, Inc. RIA/Wealth	$4.6M 46.1K shares
DENVER WEALTH MANAGEMENT, INC. RIA/Wealth	$3.6M 36.0K shares
NEW YORK LIFE INVESTMENT MANAGEMENT LLC Long Only Manager	$1.8M 17.4K shares
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC RIA/Wealth	$946.7K 9.4K shares
IHT Wealth Management, LLC RIA/Wealth	$460.7K 4.6K shares
H HRT FINANCIAL LLC Institution	$352.6K 3.5K shares
WISCONSIN CAPITAL MANAGEMENT LLC RIA/Wealth	$280.4K 2.8K shares
P Portland Financial Advisors Inc Institution	$256.2K 2.6K shares
SILVER OAK SECURITIES, Inc RIA/Wealth	$232.6K 2.3K shares

Exited Positions

Institution	Previous Position
Q Quadrature Capital Ltd Institution	$6.0M 59.7K shares
W Wealth Alliance Institution	$3.0M 29.6K shares
T TWO SIGMA SECURITIES, LLC Institution	$571.4K 5.7K shares
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth	$493.8K 4.9K shares
Prospera Financial Services RIA/Wealth	$446.9K 4.5K shares
MEITAV DASH INVESTMENTS LTD RIA/Wealth	$383.9K 3.8K shares
McElhenny Sheffield Capital Management, LLC Long Only Manager	$327.6K 3.3K shares
C COURIER CAPITAL CORP RIA/Wealth	$315.5K 3.1K shares
A Ascent Group, LLC Institution	$233.3K 2.3K shares
Geneos Wealth Management Inc. RIA/Wealth	$178.2K 1.8K shares

Options Activity

Institutions with the largest Call and Put options positions in CLIP as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with CLIP as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
STAPP WEALTH MANAGEMENT, PLLC RIA/Wealth	Rebecca Ann Stapp CCO	16.22% $10.6M	106.0K shares	Q1 2025 Held for 8 months	$65.6M
Guild Investment Management, Inc. RIA/Wealth	Jr. Montague Guild Founder	8.33% $10.5M	104.5K shares	Q4 2024 Held for 11 months	$126.0M
MJP ASSOCIATES INC /ADV RIA/Wealth	Brian Hugh Vendig President	5.55% $40.2M	400.2K shares	Q1 2025 Held for 8 months	$724.0M
Financial Network Wealth Advisors LLC RIA/Wealth	Michael Earl Bell Managing Partner	5.54% $5.1M	50.4K shares	Q3 2025 Held for 2 months	$91.3M
Accurate Wealth Management, LLC RIA/Wealth	Gregg Arthur Guinta COO	5.21% $39.0M	389.3K shares	Q3 2024 Held for 1y 2m	$748.3M
4 49 WEALTH MANAGEMENT, LLC Institution	-	4.96% $47.0M	467.7K shares	Q1 2025 Held for 8 months	$947.5M
Advisor OS, LLC Fund of Funds	Joseph David Taiber Managing Partner	3.67% $41.2M	409.9K shares	Q1 2025 Held for 8 months	$1.1B
Peterson Wealth Advisors, LLC RIA/Wealth	Scott Martin Peterson Managing Partner	3.34% $22.3M	222.8K shares	Q3 2024 Held for 1y 2m	$668.6M
Alaethes Wealth LLC RIA/Wealth	Candise Lisa Holmlund CCO	3.30% $11.6M	115.9K shares	Q4 2023 Held for 1y 11m	$352.7M
Pasadena Private Wealth, LLC RIA/Wealth	Simon Matthew Holford CEO	3.05% $21.1M	210.2K shares	Q2 2025 Held for 5 months	$692.0M

Hedge Fund Spotlight

Discover hedge funds investing in CLIP

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in Global X 1-3 Month T-Bill

Market Value: $207.0K
Shares Held: 2.1K
Portfolio Weight: 0.00%
Owned Since: 2023-Q3

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%