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US Treasury 12 Month Bill ETF
OBIL

38 hedge funds and large institutions have $135M invested in US Treasury 12 Month Bill ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

100% more capital invested

Capital invested by funds: $67.4M → $135M (+$67.7M)

86% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 7

41% more funds holding

Funds holding: 27 → 38 (+11)

7.59% more ownership

Funds ownership: 49.48% → 57.07% (+7.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
38
Holders Change
+11
Holders Change %
+40.74%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
13
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
W
Wealthquest
Ohio
+$30.8M
2
LPL Financial
LPL Financial
California
+$16.6M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$4.22M
4
MML Investors Services
MML Investors Services
Massachusetts
+$3.87M
5
Stifel Financial
Stifel Financial
Missouri
+$2.38M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$525K
2
TFG
Tilson Financial Group
New Jersey
-$344K
3
SPC
Sigma Planning Corp
Michigan
-$286K
4
AWA
Amplius Wealth Advisors
Pennsylvania
-$276K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$231K
Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
26
J.W. Cole Advisors
Florida
$336K +$335K +6,728 New
TFS
27
Thoroughbred Financial Services
Tennessee
$310K +$3.59K +72 +1%
PAG
28
Private Advisor Group
New Jersey
$269K +$268K +5,384 New
MSA
29
Marino Stram & Associates
Massachusetts
$263K +$262K +5,260 New
Wells Fargo
30
Wells Fargo
California
$251K +$250K +5,018 New
RJA
31
Raymond James & Associates
Florida
$211K +$211K +4,228 New
RWM
32
Ritholtz Wealth Management
New York
$209K +$208K +4,176 New
IFG
33
Independent Financial Group
California
$206K -$122K -2,446 -37%
PTC
34
Private Trust Company
Ohio
$76.1K +$76K +1,524 New
GRP
35
Global Retirement Partners
California
$51.1K – – –
FRA
36
Front Row Advisors
California
$9.99K – – –
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$5K +$4.99K +100 New
DFA
38
DHJJ Financial Advisors
Illinois
$100 – – –
Citadel Advisors
39
Citadel Advisors
Florida
– -$525K -10,513 Closed
TFG
40
Tilson Financial Group
New Jersey
– -$344K -6,891 Closed
SPC
41
Sigma Planning Corp
Michigan
– -$286K -5,727 Closed
Osaic Holdings
42
Osaic Holdings
Arizona
– -$34.2K -686 Closed
1
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OBIL Hedge Fund Activity: Q4 2023 in Review

38 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in US Treasury 12 Month Bill ETF (OBIL) for Q4 2023, worth a combined $135M — up 100% from $67.4M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new OBIL positions and 4 closed out — a net gain of 11 holders — while 13 added to existing stakes and 7 trimmed.

The largest buyer was Wealthquest, opening a new position worth an estimated $30.8M. The largest seller was Citadel Advisors, exiting entirely with an estimated $525K sold.

  • 38 institutional investors held US Treasury 12 Month Bill ETF (OBIL) as of Q4 2023, up from 27 in Q3 2023.
  • Funds reported $135M of US Treasury 12 Month Bill ETF stock for Q4 2023, up 100% quarter-over-quarter.
  • 15 funds opened new US Treasury 12 Month Bill ETF positions in Q4 2023 and 4 closed out, a net change of +11 holders.
  • The largest US Treasury 12 Month Bill ETF buyer in Q4 2023 was Wealthquest, an estimated $30.8M added.
  • The largest US Treasury 12 Month Bill ETF seller in Q4 2023 was Citadel Advisors, an estimated $525K sold.

Based on aggregated 13F filings for Q4 2023.