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US Treasury 12 Month Bill ETF
OBIL

20 hedge funds and large institutions have $53.5M invested in US Treasury 12 Month Bill ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

246% more capital invested

Capital invested by funds: $15.5M → $53.5M (+$38M)

43% more funds holding

Funds holding: 14 → 20 (+6)

26.16% more ownership

Funds ownership: 22.76% → 48.92% (+26%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
20
Holders Change
+6
Holders Change %
+42.86%
% of All Funds
0.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
11
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWA
Amplius Wealth Advisors
Pennsylvania
+$19.7M
2
LPL Financial
LPL Financial
California
+$5.65M
3
Stifel Financial
Stifel Financial
Missouri
+$5.08M
4
SWA
Stratos Wealth Advisors
Ohio
+$5.07M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.52M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$2.69M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.19M
3
FRA
Front Row Advisors
California
-$5K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1
Amplius Wealth Advisors
Pennsylvania
$19.6M +$19.7M +393,285 New
LPL Financial
2
LPL Financial
California
$5.86M +$5.65M +113,008 +2,545%
SWA
3
Stratos Wealth Advisors
Ohio
$5.77M +$5.07M +101,329 +711%
Stifel Financial
4
Stifel Financial
Missouri
$5.07M +$5.08M +101,541 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.51M +$4.52M +90,278 New
Jane Street
6
Jane Street
New York
$4.22M -$2.69M -53,763 -39%
FMI
7
F/M Investments
District of Columbia
$3.44M +$24.9K +498 +0.7%
KWM
8
Kingsview Wealth Management
Oregon
$1.14M +$295K +5,900 +35%
EH
9
Equitable Holdings
New York
$724K +$725K +14,492 New
KAS
10
Kestra Advisory Services
Texas
$662K +$30K +599 +5%
FAM
11
Formidable Asset Management
Ohio
$502K +$273K +5,462 +119%
PWM
12
Perigon Wealth Management
California
$464K +$64.5K +1,290 +16%
Lido Advisors
13
Lido Advisors
California
$439K +$150K +2,989 +51%
SIG
14
Spinnaker Investment Group
California
$249K +$249K +4,983 New
SPC
15
Sigma Planning Corp
Michigan
$236K +$236K +4,721 New
JWCA
16
J.W. Cole Advisors
Florida
$226K +$21.7K +434 +11%
Citadel Advisors
17
Citadel Advisors
Florida
$208K -$1.19M -23,878 -85%
UBS Group
18
UBS Group
Switzerland
$74.4K +$52K +1,039 +230%
GRP
19
Global Retirement Partners
California
$50.9K +$1K +20 +2%
FRA
20
Front Row Advisors
California
$10K -$5K -100 -33%

OBIL Hedge Fund Activity: Q2 2023 in Review

20 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in US Treasury 12 Month Bill ETF (OBIL) for Q2 2023, worth a combined $53.5M — up 246% from $15.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new OBIL positions and 0 closed out — a net gain of 6 holders — while 11 added to existing stakes and 3 trimmed.

The largest buyer was Amplius Wealth Advisors, opening a new position worth an estimated $19.7M. The largest seller was Jane Street, cutting an estimated $2.69M.

  • 20 institutional investors held US Treasury 12 Month Bill ETF (OBIL) as of Q2 2023, up from 14 in Q1 2023.
  • Funds reported $53.5M of US Treasury 12 Month Bill ETF stock for Q2 2023, up 246% quarter-over-quarter.
  • 6 funds opened new US Treasury 12 Month Bill ETF positions in Q2 2023 and 0 closed out, a net change of +6 holders.
  • The largest US Treasury 12 Month Bill ETF buyer in Q2 2023 was Amplius Wealth Advisors, an estimated $19.7M added.
  • The largest US Treasury 12 Month Bill ETF seller in Q2 2023 was Jane Street, an estimated $2.69M sold.

Based on aggregated 13F filings for Q2 2023.