US Treasury 12 Month Bill ETF
OBIL
38 hedge funds and large institutions have $135M invested in US Treasury 12 Month Bill ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 4 closing their positions.
275% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 4
100% more capital invested
Capital invested by funds: $67.4M → $135M (+$67.7M)
86% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 7
41% more funds holding
Funds holding: 27 → 38 (+11)
7.59% more ownership
Funds ownership: 49.48% → 57.07% (+7.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
Wealthquest
Cincinnati,
Ohio
|
+$30.8M |
| 2 |
LPL Financial
San Diego,
California
|
+$16.6M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$4.22M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$3.87M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$2.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$525K |
| 2 |
TFG
Tilson Financial Group
New Providence,
New Jersey
|
-$344K |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$286K |
| 4 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
-$276K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$231K |
OBIL Hedge Fund Activity: Q4 2023 in Review
38 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in US Treasury 12 Month Bill ETF (OBIL) for Q4 2023, worth a combined $135M — up 100% from $67.4M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new OBIL positions and 4 closed out — a net gain of 11 holders — while 13 added to existing stakes and 7 trimmed.
The largest buyer was Wealthquest, opening a new position worth an estimated $30.8M. The largest seller was Citadel Advisors, exiting entirely with an estimated $525K sold.
- 38 institutional investors held US Treasury 12 Month Bill ETF (OBIL) as of Q4 2023, up from 27 in Q3 2023.
- Funds reported $135M of US Treasury 12 Month Bill ETF stock for Q4 2023, up 100% quarter-over-quarter.
- 15 funds opened new US Treasury 12 Month Bill ETF positions in Q4 2023 and 4 closed out, a net change of +11 holders.
- The largest US Treasury 12 Month Bill ETF buyer in Q4 2023 was Wealthquest, an estimated $30.8M added.
- The largest US Treasury 12 Month Bill ETF seller in Q4 2023 was Citadel Advisors, an estimated $525K sold.
Based on aggregated 13F filings for Q4 2023.