US Treasury 12 Month Bill ETF
OBIL
27 hedge funds and large institutions have $67.4M invested in US Treasury 12 Month Bill ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
175% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 4
35% more funds holding
Funds holding: 20 → 27 (+7)
26% more capital invested
Capital invested by funds: $53.5M → $67.4M (+$13.9M)
0.56% more ownership
Funds ownership: 48.92% → 49.48% (+0.56%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.91M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$4.67M |
| 3 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
+$1.57M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.54M |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.37M |
| 2 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$299K |
| 3 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$226K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$74.4K |
| 5 |
Lido Advisors
Los Angeles,
California
|
-$14.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FRA
26
Front Row Advisors
Tiburon,
California
| $9.98K | – | – | – |
|
|
DFA
27
DHJJ Financial Advisors
Naperville,
Illinois
| $100 | +$100 | +2 | New |
|
|
JWCA
28
J.W. Cole Advisors
Tampa,
Florida
| – | -$226K | -4,534 | Closed |
|
|
29
UBS Group
Zurich,
Switzerland
| – | -$74.4K | -1,491 | Closed |
|
OBIL Hedge Fund Activity: Q3 2023 in Review
27 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in US Treasury 12 Month Bill ETF (OBIL) for Q3 2023, worth a combined $67.4M — up 26% from $53.5M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new OBIL positions and 2 closed out — a net gain of 7 holders — while 11 added to existing stakes and 4 trimmed.
The largest buyer was LPL Financial, adding an estimated $4.91M. The largest seller was Jane Street, cutting an estimated $3.37M.
- 27 institutional investors held US Treasury 12 Month Bill ETF (OBIL) as of Q3 2023, up from 20 in Q2 2023.
- Funds reported $67.4M of US Treasury 12 Month Bill ETF stock for Q3 2023, up 26% quarter-over-quarter.
- 9 funds opened new US Treasury 12 Month Bill ETF positions in Q3 2023 and 2 closed out, a net change of +7 holders.
- The largest US Treasury 12 Month Bill ETF buyer in Q3 2023 was LPL Financial, an estimated $4.91M added.
- The largest US Treasury 12 Month Bill ETF seller in Q3 2023 was Jane Street, an estimated $3.37M sold.
Based on aggregated 13F filings for Q3 2023.