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US Treasury 12 Month Bill ETF
OBIL

49 hedge funds and large institutions have $128M invested in US Treasury 12 Month Bill ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 11

14% more funds holding

Funds holding: 43 → 49 (+6)

5.89% more ownership

Funds ownership: 54.41% → 60.3% (+5.9%)

2% more capital invested

Capital invested by funds: $126M → $128M (+$1.93M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
49
Holders Change
+6
Holders Change %
+13.95%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
22
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
4WM
49 Wealth Management
Texas
+$8.73M
2
LPL Financial
LPL Financial
California
+$2.95M
3
Jane Street
Jane Street
New York
+$1.76M
4
W
Wealthquest
Ohio
+$1.3M
5
CFP
Curran Financial Partners
South Carolina
+$800K

Top Sellers

Rank Fund Capital Flow
1
SWA
Stratos Wealth Advisors
Ohio
-$5.53M
2
FMI
F/M Investments
District of Columbia
-$3.11M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.58M
4
KDA
Kraft Davis & Associates
Missouri
-$1.7M
5
Stifel Financial
Stifel Financial
Missouri
-$1.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$421K +$420K +8,445 New
MSA
27
Marino Stram & Associates
Massachusetts
$358K +$27.5K +552 +8%
RJT
28
Raymond James Trust
Florida
$335K -$24.9K -500 -7%
TFS
29
Thoroughbred Financial Services
Tennessee
$313K +$51.3K +1,030 +20%
SPC
30
Sigma Planning Corp
Michigan
$295K +$14.8K +298 +5%
JWCA
31
J.W. Cole Advisors
Florida
$284K -$51.9K -1,042 -15%
PPP
32
Private Portfolio Partners
New Jersey
$278K +$278K +5,584 New
PAG
33
Private Advisor Group
New Jersey
$274K +$26.8K +539 +11%
OMC
34
Old Mission Capital
Illinois
$263K +$263K +5,275 New
IWC
35
Integrated Wealth Concepts
Massachusetts
$249K +$249K +5,000 New
RJFSA
36
Raymond James Financial Services Advisors
Florida
$233K +$233K +4,670 New
PWM
37
Perigon Wealth Management
California
$211K -$175K -3,510 -45%
OSAM
38
O'Shaughnessy Asset Management
Connecticut
$144K +$143K +2,881 New
NS
39
NBC Securities
Alabama
$74K +$49.8K +1,000 +200%
PS
40
Principal Securities
Iowa
$67.2K +$37.2K +747 +125%
FGAM
41
Financial Gravity Asset Management
Texas
$62.8K +$62.7K +1,259 New
GRP
42
Global Retirement Partners
California
$49.9K – – –
AF
43
Allworth Financial
California
$10.2K +$10.2K +205 New
FRA
44
Front Row Advisors
California
$9.97K – – –
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$5K – – –
FHC
46
First Heartland Consultants
Missouri
$1.18K +$199K +3,994 +20%
DFA
47
DHJJ Financial Advisors
Illinois
$101 – – –
Morgan Stanley
48
Morgan Stanley
New York
$51 – – –
Fidelity Investments
49
Fidelity Investments
Massachusetts
$50 – – –
SWA
50
Stratos Wealth Advisors
Ohio
– -$5.53M -110,716 Closed
1
2
3

OBIL Hedge Fund Activity: Q2 2024 in Review

49 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in US Treasury 12 Month Bill ETF (OBIL) for Q2 2024, worth a combined $128M — up 1.5% from $126M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new OBIL positions and 4 closed out — a net gain of 6 holders — while 22 added to existing stakes and 11 trimmed.

The largest buyer was 49 Wealth Management, opening a new position worth an estimated $8.73M. The largest seller was Stratos Wealth Advisors, exiting entirely with an estimated $5.53M sold.

  • 49 institutional investors held US Treasury 12 Month Bill ETF (OBIL) as of Q2 2024, up from 43 in Q1 2024.
  • Funds reported $128M of US Treasury 12 Month Bill ETF stock for Q2 2024, up 1.5% quarter-over-quarter.
  • 10 funds opened new US Treasury 12 Month Bill ETF positions in Q2 2024 and 4 closed out, a net change of +6 holders.
  • The largest US Treasury 12 Month Bill ETF buyer in Q2 2024 was 49 Wealth Management, an estimated $8.73M added.
  • The largest US Treasury 12 Month Bill ETF seller in Q2 2024 was Stratos Wealth Advisors, an estimated $5.53M sold.

Based on aggregated 13F filings for Q2 2024.