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US Treasury 12 Month Bill ETF

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

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 11

14% more funds holding

Funds holding: 4349 (+6)

5.89% more ownership

Funds ownership: 54.41%60.3% (+5.9%)

2% more capital invested

Capital invested by funds: $126M → $128M (+$1.93M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

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
Name Holding Trade Value Shares
Change
Change in
Stake
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 +$8.73M +175,265 New
MML Investors Services
5
MML Investors Services
Massachusetts
$7.46M +$405K +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 +$428K +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 -$810K -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 +$65.9K +1,323 +4%
RWM
14
Ritholtz Wealth Management
New York
$1.42M +$39.9K +802 +3%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.23M -$626K -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 +$442K +8,882 +116%
CFP
19
Curran Financial Partners
South Carolina
$801K +$800K +16,061 New
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$621K +$79.8K +1,602 +15%
Citadel Advisors
21
Citadel Advisors
Florida
$593K +$225K +4,512 +61%
SIG
22
Spinnaker Investment Group
California
$584K +$26.4K +531 +5%
AAS
23
Avantax Advisory Services
Texas
$513K -$155K -3,104 -23%
KWM
24
Kingsview Wealth Management
Oregon
$469K -$398K -8,000 -46%
UBS Group
25
UBS Group
Switzerland
$429K -$358K -7,197 -46%

OBIL Hedge Fund Activity: Q2 2024 in Review

49 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in US Treasury 12 Month Bill ETF (OBIL) for Q2 2024, worth a combined $128M — up 1.5% from $126M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new OBIL positions and 4 closed out — a net gain of 6 holders — while 22 added to existing stakes and 11 trimmed.

The largest buyer was 49 Wealth Management, opening a new position worth an estimated $8.73M. The largest seller was Stratos Wealth Advisors, exiting entirely with an estimated $5.53M sold.

  • 49 institutional investors held US Treasury 12 Month Bill ETF (OBIL) as of Q2 2024, up from 43 in Q1 2024.
  • Funds reported $128M of US Treasury 12 Month Bill ETF stock for Q2 2024, up 1.5% quarter-over-quarter.
  • 10 funds opened new US Treasury 12 Month Bill ETF positions in Q2 2024 and 4 closed out, a net change of +6 holders.
  • The largest US Treasury 12 Month Bill ETF buyer in Q2 2024 was 49 Wealth Management, an estimated $8.73M added.
  • The largest US Treasury 12 Month Bill ETF seller in Q2 2024 was Stratos Wealth Advisors, an estimated $5.53M sold.

Based on aggregated 13F filings for Q2 2024.