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US Treasury 12 Month Bill ETF

27 hedge funds and large institutions have $67.4M invested in US Treasury 12 Month Bill ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

175% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 4

35% more funds holding

Funds holding: 2027 (+7)

26% more capital invested

Capital invested by funds: $53.5M → $67.4M (+$13.9M)

0.56% more ownership

Funds ownership: 48.92%49.48% (+0.56%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
27
Holders Change
+7
Holders Change %
+35%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
11
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Amplius Wealth Advisors
Pennsylvania
$21.2M +$1.57M +31,470 +8%
LPL Financial
2
LPL Financial
California
$10.8M +$4.91M +98,466 +84%
Stifel Financial
3
Stifel Financial
Missouri
$9.74M +$4.67M +93,652 +92%
SWA
4
Stratos Wealth Advisors
Ohio
$5.77M +$4.04K +81 +0.1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.97M +$460K +9,241 +10%
FMI
6
F/M Investments
District of Columbia
$3.44M -$3.99K -80 -0.1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.54M +$1.54M +30,810 New
EH
8
Equitable Holdings
New York
$1.48M +$751K +15,076 +104%
FHC
9
First Heartland Consultants
Missouri
$1.03M +$1.03M +20,748 New
KAS
10
Kestra Advisory Services
Texas
$862K +$200K +4,011 +30%
Jane Street
11
Jane Street
New York
$845K -$3.37M -67,613 -80%
KWM
12
Kingsview Wealth Management
Oregon
$838K -$299K -6,000 -26%
FAM
13
Formidable Asset Management
Ohio
$686K +$184K +3,684 +37%
SIG
14
Spinnaker Investment Group
California
$616K +$367K +7,359 +148%
Citadel Advisors
15
Citadel Advisors
Florida
$525K +$317K +6,355 +153%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$466K +$465K +9,339 New
PWM
17
Perigon Wealth Management
California
$464K
Lido Advisors
18
Lido Advisors
California
$424K -$14.4K -289 -3%
MML Investors Services
19
MML Investors Services
Massachusetts
$390K +$389K +7,815 New
TFG
20
Tilson Financial Group
New Jersey
$344K +$343K +6,891 New
IFG
21
Independent Financial Group
California
$328K +$328K +6,575 New
TFS
22
Thoroughbred Financial Services
Tennessee
$306K +$306K +6,137 New
SPC
23
Sigma Planning Corp
Michigan
$286K +$50.1K +1,006 +21%
GRP
24
Global Retirement Partners
California
$50.7K
Osaic Holdings
25
Osaic Holdings
Arizona
$34.2K +$34.2K +686 New

OBIL Hedge Fund Activity: Q3 2023 in Review

27 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in US Treasury 12 Month Bill ETF (OBIL) for Q3 2023, worth a combined $67.4M — up 26% from $53.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new OBIL positions and 2 closed out — a net gain of 7 holders — while 11 added to existing stakes and 4 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.91M. The largest seller was Jane Street, cutting an estimated $3.37M.

  • 27 institutional investors held US Treasury 12 Month Bill ETF (OBIL) as of Q3 2023, up from 20 in Q2 2023.
  • Funds reported $67.4M of US Treasury 12 Month Bill ETF stock for Q3 2023, up 26% quarter-over-quarter.
  • 9 funds opened new US Treasury 12 Month Bill ETF positions in Q3 2023 and 2 closed out, a net change of +7 holders.
  • The largest US Treasury 12 Month Bill ETF buyer in Q3 2023 was LPL Financial, an estimated $4.91M added.
  • The largest US Treasury 12 Month Bill ETF seller in Q3 2023 was Jane Street, an estimated $3.37M sold.

Based on aggregated 13F filings for Q3 2023.