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US Treasury 12 Month Bill ETF

52 hedge funds and large institutions have $159M invested in US Treasury 12 Month Bill ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

24% more capital invested

Capital invested by funds: $128M → $159M (+$31M)

6% more funds holding

Funds holding: 4952 (+3)

2.79% more ownership

Funds ownership: 60.3%63.09% (+2.8%)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
17
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHC
26
First Heartland Consultants
Missouri
$642K -$547K -10,935 -46%
Jane Street
27
Jane Street
New York
$628K -$2.35M -47,008 -79%
RWP
28
Revolve Wealth Partners
New Jersey
$607K +$604K +12,084 New
RJFSA
29
Raymond James Financial Services Advisors
Florida
$585K +$349K +6,975 +149%
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$531K +$528K +10,560 New
SPC
31
Sigma Planning Corp
Michigan
$510K +$212K +4,244 +72%
KWM
32
Kingsview Wealth Management
Oregon
$472K
VBFP
33
Valtinson Bruner Financial Planning
Minnesota
$451K +$449K +8,978 New
MSA
34
Marino Stram & Associates
Massachusetts
$390K +$29.2K +583 +8%
PPP
35
Private Portfolio Partners
New Jersey
$347K +$66.2K +1,324 +24%
AAS
36
Avantax Advisory Services
Texas
$295K -$221K -4,414 -43%
TFS
37
Thoroughbred Financial Services
Tennessee
$290K -$25.5K -509 -8%
JWCA
38
J.W. Cole Advisors
Florida
$263K -$23.4K -467 -8%
RJT
39
Raymond James Trust
Florida
$262K -$75K -1,500 -22%
IWC
40
Integrated Wealth Concepts
Massachusetts
$251K
Citadel Advisors
41
Citadel Advisors
Florida
$246K -$351K -7,011 -59%
Osaic Holdings
42
Osaic Holdings
Arizona
$220K -$204K -4,070 -48%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$219K +$218K +4,351 New
MW
44
MBL Wealth
North Carolina
$203K +$202K +4,035 New
PS
45
Principal Securities
Iowa
$87.3K +$19.5K +390 +29%
NS
46
NBC Securities
Alabama
$75K
GRP
47
Global Retirement Partners
California
$50.3K
FGC
48
Financial Gravity Companies
Texas
$38.6K +$38.4K +767 New
HNB
49
Huntington National Bank
Ohio
$15.7K
FRA
50
Front Row Advisors
California
$10.1K

OBIL Hedge Fund Activity: Q3 2024 in Review

52 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in US Treasury 12 Month Bill ETF (OBIL) for Q3 2024, worth a combined $159M — up 24% from $128M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new OBIL positions and 8 closed out — a net gain of 4 holders — while 17 added to existing stakes and 16 trimmed.

The largest buyer was Stifel Financial, adding an estimated $13.3M. The largest seller was Jane Street, cutting an estimated $2.35M.

  • 52 institutional investors held US Treasury 12 Month Bill ETF (OBIL) as of Q3 2024, up from 49 in Q2 2024.
  • Funds reported $159M of US Treasury 12 Month Bill ETF stock for Q3 2024, up 24% quarter-over-quarter.
  • 12 funds opened new US Treasury 12 Month Bill ETF positions in Q3 2024 and 8 closed out, a net change of +4 holders.
  • The largest US Treasury 12 Month Bill ETF buyer in Q3 2024 was Stifel Financial, an estimated $13.3M added.
  • The largest US Treasury 12 Month Bill ETF seller in Q3 2024 was Jane Street, an estimated $2.35M sold.

Based on aggregated 13F filings for Q3 2024.