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US Treasury 12 Month Bill ETF
OBIL

Overview Fund Activity

49 hedge funds and large institutions have $128M invested in US Treasury 12 Month Bill ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+6
Holders Change %
+13.95%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
22
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
4WM
49 Wealth Management
Texas
$8.7M
2
LPL Financial
LPL Financial
California
$32.1M
3
Jane Street
Jane Street
New York
$2.97M
4
W
Wealthquest
Ohio
$32.2M
5
CFP
Curran Financial Partners
South Carolina
$801K

Top Sellers

1
SWA
Stratos Wealth Advisors
Ohio
$0
2
FMI
F/M Investments
District of Columbia
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.11M
4
KDA
Kraft Davis & Associates
Missouri
$0
5
Stifel Financial
Stifel Financial
Missouri
$8.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
W
1
Wealthquest
Ohio
$32.2M +$1.3M +26,144 +4%
LPL Financial
2
LPL Financial
California
$32.1M +$2.95M +59,212 +10%
Stifel Financial
3
Stifel Financial
Missouri
$8.8M -$1.09M -21,936 -11%
4WM
4
49 Wealth Management
Texas
$8.7M +$8.7M +175,265 New
MML Investors Services
5
MML Investors Services
Massachusetts
$7.46M +$406K +8,143 +6%
AFAS
6
Acorn Financial Advisory Services
Virginia
$4.89M +$427K +8,568 +10%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$4.18M +$418K +8,388 +11%
EH
8
Equitable Holdings
New York
$3.4M +$429K +8,604 +14%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.11M -$2.58M -51,801 -45%
Jane Street
10
Jane Street
New York
$2.97M +$1.76M +35,300 +146%
AWA
11
Amplius Wealth Advisors
Pennsylvania
$2.62M -$811K -16,258 -24%
FAM
12
Formidable Asset Management
Ohio
$2.08M -$45.6K -915 -2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.91M +$66K +1,323 +4%
RWM
14
Ritholtz Wealth Management
New York
$1.42M +$40K +802 +3%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.23M -$627K -12,564 -34%
KAS
16
Kestra Advisory Services
Texas
$1.05M +$5.78K +116 +0.6%
DWM
17
Denver Wealth Management
Colorado
$885K +$20.8K +417 +2%
Lido Advisors
18
Lido Advisors
California
$825K +$443K +8,882 +116%
CFP
19
Curran Financial Partners
South Carolina
$801K +$801K +16,061 New
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$621K +$79.9K +1,602 +15%
Citadel Advisors
21
Citadel Advisors
Florida
$593K +$225K +4,512 +61%
SIG
22
Spinnaker Investment Group
California
$584K +$26.5K +531 +5%
AAS
23
Avantax Advisory Services
Texas
$513K -$155K -3,104 -23%
KWM
24
Kingsview Wealth Management
Oregon
$469K -$399K -8,000 -46%
UBS Group
25
UBS Group
Switzerland
$429K -$359K -7,197 -46%
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