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US Treasury 12 Month Bill ETF

58 hedge funds and large institutions have $175M invested in US Treasury 12 Month Bill ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 22

3% less funds holding

Funds holding: 6058 (-2)

3.79% less ownership

Funds ownership: 67.85%64.05% (-3.8%)

10% less capital invested

Capital invested by funds: $195M → $175M (-$20.3M)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
58
Holders Change
-2
Holders Change %
-3.33%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
21
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
26
Amplius Wealth Advisors
Pennsylvania
$1.03M -$15K -300 -1%
GVCM
27
Global View Capital Management
Wisconsin
$897K +$25.6K +510 +3%
KAS
28
Kestra Advisory Services
Texas
$812K -$44.5K -889 -5%
CFP
29
Curran Financial Partners
South Carolina
$789K +$220K +4,397 +39%
DWM
30
Denver Wealth Management
Colorado
$761K +$1.2K +24 +0.2%
Goldman Sachs
31
Goldman Sachs
New York
$731K -$471K -9,405 -39%
MSWA
32
Marshall & Sterling Wealth Advisors
New York
$716K +$42.5K +848 +6%
SWA
33
Sax Wealth Advisors
New Jersey
$693K -$22.7K -454 -3%
GRP
34
Global Retirement Partners
California
$663K +$662K +13,217 New
MSFS
35
Main Street Financial Solutions
Pennsylvania
$662K +$253K +5,054 +62%
Morgan Stanley
36
Morgan Stanley
New York
$547K +$524K +10,463 +2,411%
WIA
37
World Investment Advisors
California
$506K +$505K +10,087 New
VBFP
38
Valtinson Bruner Financial Planning
Minnesota
$501K +$501 +10 +0.1%
CCM
39
Crew Capital Management
Ohio
$436K -$159K -3,164 -27%
KWM
40
Kingsview Wealth Management
Oregon
$407K -$330K -6,595 -45%
RWP
41
Revolve Wealth Partners
New Jersey
$388K -$87.9K -1,754 -18%
SPC
42
Sigma Planning Corp
Michigan
$358K -$106K -2,120 -23%
Mariner
43
Mariner
Kansas
$329K
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$282K -$2.35K -47 -0.8%
CBT
45
Crews Bank & Trust
Florida
$261K
IWC
46
Integrated Wealth Concepts
Massachusetts
$251K
WIM
47
WealthPlan Investment Management
Nebraska
$251K +$250K +4,993 New
JWCA
48
J.W. Cole Advisors
Florida
$234K +$100 +2 +0%
AAS
49
Avantax Advisory Services
Texas
$222K +$222K +4,432 New
MSA
50
Marino Stram & Associates
Massachusetts
$203K -$20.5K -409 -9%

OBIL Hedge Fund Activity: Q2 2025 in Review

58 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in US Treasury 12 Month Bill ETF (OBIL) for Q2 2025, worth a combined $175M — down 10% from $195M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of OBIL and 8 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 21 added.

The largest buyer was Flow Traders U.S., adding an estimated $5.07M. The largest seller was Wealthquest, exiting entirely with an estimated $36.9M sold.

  • 58 institutional investors held US Treasury 12 Month Bill ETF (OBIL) as of Q2 2025, down from 60 in Q1 2025.
  • Funds reported $175M of US Treasury 12 Month Bill ETF stock for Q2 2025, down 10% quarter-over-quarter.
  • 8 funds opened new US Treasury 12 Month Bill ETF positions in Q2 2025 and 9 closed out, a net change of -1 holder.
  • The largest US Treasury 12 Month Bill ETF buyer in Q2 2025 was Flow Traders U.S., an estimated $5.07M added.
  • The largest US Treasury 12 Month Bill ETF seller in Q2 2025 was Wealthquest, an estimated $36.9M sold.

Based on aggregated 13F filings for Q2 2025.