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US Treasury 12 Month Bill ETF
OBIL

Overview Fund Activity

43 hedge funds and large institutions have $126M invested in US Treasury 12 Month Bill ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+6
Holders Change %
+16.22%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
17
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AFAS
Acorn Financial Advisory Services
Virginia
$4.47M
2
MML Investors Services
MML Investors Services
Massachusetts
$7.07M
3
LPL Financial
LPL Financial
California
$29.2M
4
RWM
Ritholtz Wealth Management
New York
$1.39M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.7M

Top Sellers

1
AWA
Amplius Wealth Advisors
Pennsylvania
$3.44M
2
Stifel Financial
Stifel Financial
Missouri
$9.92M
3
UBS Group
UBS Group
Switzerland
$789K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$3.77M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$1.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
26
Perigon Wealth Management
California
$387K -$92.4K -1,850 -19%
Lido Advisors
27
Lido Advisors
California
$383K -$19.4K -388 -5%
Citadel Advisors
28
Citadel Advisors
Florida
$369K +$369K +7,384 New
RJT
29
Raymond James Trust
Florida
$360K +$360K +7,210 New
JWCA
30
J.W. Cole Advisors
Florida
$337K +$849 +17 +0.3%
MSA
31
Marino Stram & Associates
Massachusetts
$331K +$68.4K +1,370 +26%
SPC
32
Sigma Planning Corp
Michigan
$280K +$280K +5,614 New
TFS
33
Thoroughbred Financial Services
Tennessee
$263K -$47.2K -944 -15%
PAG
34
Private Advisor Group
New Jersey
$247K -$21.7K -434 -8%
Wells Fargo
35
Wells Fargo
California
$188K -$63.2K -1,265 -25%
GRP
36
Global Retirement Partners
California
$50K -$999 -20 -2%
PS
37
Principal Securities
Iowa
$30K +$30K +600 New
NS
38
NBC Securities
Alabama
$24K +$24K +500 New
FRA
39
Front Row Advisors
California
$9.99K – – –
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$5K – – –
DFA
41
DHJJ Financial Advisors
Illinois
$100 – – –
Morgan Stanley
42
Morgan Stanley
New York
$69 +$69 +1 New
Fidelity Investments
43
Fidelity Investments
Massachusetts
$50 +$50 +1 New
RJA
44
Raymond James & Associates
Florida
– -$211K -4,228 Closed
PTC
45
Private Trust Company
Ohio
– -$76.1K -1,524 Closed
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