Financial News
F/m Investments' TBIL Surpasses $5 Billion in AUM as Total ETF AUM Exceeds $7 Billion in Under 3 Years
Investor Demand for Treasury ETFs Accelerates as F/m’s Fixed-Income Offerings Continue to Grow
F/m Investments ("F/m"), a $17 billion investment firm and innovative provider of exchange-traded funds (ETFs), today announced that the US Treasury 3 Month Bill ETF (Ticker: TBIL) has surpassed $5 billion in AUM, reinforcing its position as the leading short-duration Treasury ETF. At the same time, F/m’s total ETF AUM has now exceeded $7 billion, reflecting continued investor demand for efficient fixed-income investment solutions. This remarkable growth has been achieved in only 30 months since F/m Investments debuted its suite of US Treasury ETFs, called the US Benchmark Series.
TBIL, one of ten US Treasury ETFs in the US Benchmark Series, aims to provide exposure to the current US 3 Month Treasury Bill with the ease and efficiency of an ETF. Since its inception in the fall of 2022, TBIL has grown rapidly amid heightened demand for Treasury-based cash alternatives.
F/m Investments recently expanded its suite of innovative fixed-income investment solutions with the industry’s first dedicated ultrashort duration TIPS ETF. The F/m Ultrashort Treasury Inflation-Protected Security ETF (Ticker: RBIL) was designed to address inflation risks while minimizing interest rate exposure. RBIL’s AUM has grown to $67 million in the first two weeks since launch as investors seek a safe, liquid, inflation-protected alternative to cash deposits and money market funds.
“TBIL assets crossing the $5 billion mark - and continued strong growth for the entire US Benchmark Series - confirms our thesis that investors want and need simplified, transparent, tax-efficient access to US Treasury securities,” said Alexander Morris, CEO of F/m Investments. “RBIL enters the market as a natural extension to our US Benchmark Series, offering the same ETF-easy access to US Treasuries with the added feature of purchase power protection in this era of rising inflation concerns.”
About F/m Investments
F/m Investments is a $17 billion investment firm providing diversified investment strategies to advisors and institutional investors across asset classes, markets, and styles. For more information, please visit www.fminvest.com.
Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Fund, please call 1-800-617-0004 or visit our website at www.fminvest.com or http://www.ustreasuryetf.com. Read the prospectus or summary prospectus carefully before investing.
Interest Rate Risk. Interest rate risk is the risk of losses attributable to changes in interest rates. In general, if prevailing interest rates rise, the values of debt instruments tend to fall, and if interest rates fall, the values of debt instruments tend to rise.
TBIL Risk. The UST 3 Month Bill Fund may be susceptible to an increased risk of loss, including losses due to adverse events that affect the UST 3 Month Bill Fund’s investments more than the market as a whole, to the extent that the UST 3 Month Bill Fund’s investments are concentrated in a particular issue, issuer or issuers, country, market segment, or asset class.
RBIL Risk. Inflation-Linked Securities. In general, the value of an inflation-linked security, including TIPS, will typically decrease when real interest rates (nominal interest rates reduced by the expected impact of inflation) increase and increase when real interest rates decrease.
Investments involve risk. Principal loss is possible. Distributed by Quasar Distributors, LLC
View source version on businesswire.com: https://www.businesswire.com/news/home/20250313636313/en/
Contacts
Media Contact:
Tucker Slosburg
Lyceus Group
fmpr@lyceusgroup.com
(206) 635-4196
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