US Treasury 12 Month Bill ETF
OBIL
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 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
13% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 15
13% more funds holding
Funds holding: 38 → 43 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.66% less ownership
Funds ownership: 57.07% → 54.41% (-2.7%)
7% less capital invested
Capital invested by funds: $135M → $126M (-$9.23M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFAS
Acorn Financial Advisory Services
Reston,
Virginia
|
+$3.13M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.8M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.74M |
| 4 |
RWM
Ritholtz Wealth Management
New York
|
+$1.18M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$959K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
-$17.5M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$2.22M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$922K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$920K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$531K |
OBIL Hedge Fund Activity: Q1 2024 in Review
43 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in US Treasury 12 Month Bill ETF (OBIL) for Q1 2024, worth a combined $126M — down 6.8% from $135M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new OBIL positions and 3 closed out — a net gain of 5 holders — while 17 added to existing stakes and 15 trimmed.
The largest buyer was Acorn Financial Advisory Services, adding an estimated $3.13M. The largest seller was Amplius Wealth Advisors, cutting an estimated $17.5M.
- 43 institutional investors held US Treasury 12 Month Bill ETF (OBIL) as of Q1 2024, up from 38 in Q4 2023.
- Funds reported $126M of US Treasury 12 Month Bill ETF stock for Q1 2024, down 6.8% quarter-over-quarter.
- 8 funds opened new US Treasury 12 Month Bill ETF positions in Q1 2024 and 3 closed out, a net change of +5 holders.
- The largest US Treasury 12 Month Bill ETF buyer in Q1 2024 was Acorn Financial Advisory Services, an estimated $3.13M added.
- The largest US Treasury 12 Month Bill ETF seller in Q1 2024 was Amplius Wealth Advisors, an estimated $17.5M sold.
Based on aggregated 13F filings for Q1 2024.