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US Treasury 12 Month Bill ETF

54 hedge funds and large institutions have $184M invested in US Treasury 12 Month Bill ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

16% more capital invested

Capital invested by funds: $159M → $184M (+$24.7M)

13% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 16

5.19% more ownership

Funds ownership: 63.09%68.27% (+5.2%)

4% more funds holding

Funds holding: 5254 (+2)

Holders
54
Holders Change
+2
Holders Change %
+3.85%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
18
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
26
Kingsview Wealth Management
Oregon
$810K +$339K +6,781 +72%
SIG
27
Spinnaker Investment Group
California
$680K -$840K -16,776 -55%
CFP
28
Curran Financial Partners
South Carolina
$616K -$116K -2,327 -16%
HCA
29
Heck Capital Advisors
Wisconsin
$583K +$583K +11,654 New
PAG
30
Private Advisor Group
New Jersey
$580K -$144K -2,874 -20%
RWP
31
Revolve Wealth Partners
New Jersey
$544K -$61K -1,218 -10%
IAA
32
Independent Advisor Alliance
North Carolina
$540K +$540K +10,791 New
SPC
33
Sigma Planning Corp
Michigan
$502K -$6.76K -135 -1%
RCS
34
Retirement Capital Strategies
California
$501K +$501K +10,000 New
PPP
35
Private Portfolio Partners
New Jersey
$453K +$107K +2,147 +31%
VBFP
36
Valtinson Bruner Financial Planning
Minnesota
$449K
Citadel Advisors
37
Citadel Advisors
Florida
$397K +$152K +3,037 +62%
MSA
38
Marino Stram & Associates
Massachusetts
$365K -$23.9K -477 -6%
TFS
39
Thoroughbred Financial Services
Tennessee
$260K -$29.2K -584 -10%
IWC
40
Integrated Wealth Concepts
Massachusetts
$250K
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$233K +$15K +300 +7%
JWCA
42
J.W. Cole Advisors
Florida
$229K -$33.5K -669 -13%
MW
43
MBL Wealth
North Carolina
$202K
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$201K +$201K +4,020 New
CBT
45
Crews Bank & Trust
Florida
$160K +$160K +3,200 New
GRP
46
Global Retirement Partners
California
$50.1K
MAS
47
MPWM Advisory Solutions
Georgia
$50.1K +$50.1K +1,000 New
FGC
48
Financial Gravity Companies
Texas
$38.4K
MSWA
49
Marshall & Sterling Wealth Advisors
New York
$35.1K +$35.1K +701 New
FRA
50
Front Row Advisors
California
$10K

OBIL Hedge Fund Activity: Q4 2024 in Review

54 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in US Treasury 12 Month Bill ETF (OBIL) for Q4 2024, worth a combined $184M — up 16% from $159M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new OBIL positions and 5 closed out — a net gain of 5 holders — while 18 added to existing stakes and 16 trimmed.

The largest buyer was LPL Financial, adding an estimated $12M. The largest seller was Stifel Financial, cutting an estimated $6.09M.

  • 54 institutional investors held US Treasury 12 Month Bill ETF (OBIL) as of Q4 2024, up from 52 in Q3 2024.
  • Funds reported $184M of US Treasury 12 Month Bill ETF stock for Q4 2024, up 16% quarter-over-quarter.
  • 10 funds opened new US Treasury 12 Month Bill ETF positions in Q4 2024 and 5 closed out, a net change of +5 holders.
  • The largest US Treasury 12 Month Bill ETF buyer in Q4 2024 was LPL Financial, an estimated $12M added.
  • The largest US Treasury 12 Month Bill ETF seller in Q4 2024 was Stifel Financial, an estimated $6.09M sold.

Based on aggregated 13F filings for Q4 2024.