US Treasury 12 Month Bill ETF
OBIL
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.
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: 52 → 54 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$12M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$5.5M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.59M |
| 4 |
4WM
49 Wealth Management
Austin,
Texas
|
+$3.02M |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$1.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$6.09M |
| 2 |
FMI
F/M Investments
Washington,
District of Columbia
|
-$2.86M |
| 3 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
-$908K |
| 4 |
SIG
Spinnaker Investment Group
Newport Beach,
California
|
-$840K |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$642K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Morgan Stanley
New York
| $5.1K | +$50 | +1 | +1% |
|
52
Royal Bank of Canada
Toronto,
Ontario, Canada
| $5K | – | – | – |
|
|
DFA
53
DHJJ Financial Advisors
Naperville,
Illinois
| $104 | – | – | – |
|
|
NS
54
NBC Securities
Birmingham,
Alabama
| $75 | -$75K | -1,499 | -100% |
|
|
FMI
55
F/M Investments
Washington,
District of Columbia
| – | -$2.86M | -56,774 | Closed |
|
|
FHC
56
First Heartland Consultants
Lake St. Louis,
Missouri
| – | -$642K | -12,762 | Closed |
|
|
AAS
57
Avantax Advisory Services
Dallas,
Texas
| – | -$295K | -5,870 | Closed |
|
58
Osaic Holdings
Scottsdale,
Arizona
| – | -$220K | -4,375 | Closed |
|
|
PS
59
Principal Securities
Des Moines,
Iowa
| – | -$87.3K | -1,737 | Closed |
|
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.