OBIL icon

US Treasury 12 Month Bill ETF
OBIL

Overview Fund Activity

43 hedge funds and large institutions have $126M invested in US Treasury 12 Month Bill ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+6
Holders Change %
+16.22%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
17
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AFAS
Acorn Financial Advisory Services
Virginia
$4.47M
2
MML Investors Services
MML Investors Services
Massachusetts
$7.07M
3
LPL Financial
LPL Financial
California
$29.2M
4
RWM
Ritholtz Wealth Management
New York
$1.39M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.7M

Top Sellers

1
AWA
Amplius Wealth Advisors
Pennsylvania
$3.44M
2
Stifel Financial
Stifel Financial
Missouri
$9.92M
3
UBS Group
UBS Group
Switzerland
$789K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$3.77M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$1.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
W
1
Wealthquest
Ohio
$31M +$77.2K +1,545 +0.2%
LPL Financial
2
LPL Financial
California
$29.2M +$1.74M +34,833 +6%
Stifel Financial
3
Stifel Financial
Missouri
$9.92M -$2.22M -44,471 -18%
MML Investors Services
4
MML Investors Services
Massachusetts
$7.07M +$2.8M +56,004 +66%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.7M +$959K +19,198 +20%
SWA
6
Stratos Wealth Advisors
Ohio
$5.53M -$29.3K -586 -0.5%
AFAS
7
Acorn Financial Advisory Services
Virginia
$4.47M +$3.13M +62,628 +233%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$3.77M -$921K -18,427 -20%
AWA
9
Amplius Wealth Advisors
Pennsylvania
$3.44M -$17.5M -350,462 -84%
FMI
10
F/M Investments
District of Columbia
$3.11M -$106K -2,121 -3%
EH
11
Equitable Holdings
New York
$2.97M +$661K +13,225 +29%
FAM
12
Formidable Asset Management
Ohio
$2.13M +$425K +8,516 +25%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.86M +$621K +12,438 +50%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.84M -$531K -10,640 -22%
KDA
15
Kraft Davis & Associates
Missouri
$1.7M +$26.3K +528 +2%
RWM
16
Ritholtz Wealth Management
New York
$1.39M +$1.18M +23,588 +565%
Jane Street
17
Jane Street
New York
$1.21M +$247K +4,946 +26%
KAS
18
Kestra Advisory Services
Texas
$1.04M +$31.5K +630 +3%
FHC
19
First Heartland Consultants
Missouri
$984K -$348K -6,961 -26%
KWM
20
Kingsview Wealth Management
Oregon
$869K -$35K -700 -4%
DWM
21
Denver Wealth Management
Colorado
$866K +$352K +7,047 +69%
UBS Group
22
UBS Group
Switzerland
$789K -$922K -18,450 -54%
AAS
23
Avantax Advisory Services
Texas
$669K +$145K +2,909 +28%
SIG
24
Spinnaker Investment Group
California
$559K +$3.1K +62 +0.6%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$543K +$543K +10,859 New
1
2