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US Treasury 12 Month Bill ETF
OBIL

Overview Fund Activity

52 hedge funds and large institutions have $159M invested in US Treasury 12 Month Bill ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
17
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
$22.2M
2
NFG
Nations Financial Group
Iowa
$3.52M
3
LPL Financial
LPL Financial
California
$35.6M
4
FMI
F/M Investments
District of Columbia
$2.86M
5
4WM
49 Wealth Management
Texas
$10.9M

Top Sellers

1
Jane Street
Jane Street
New York
$628K
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$2.41M
3
RWM
Ritholtz Wealth Management
New York
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.72M
5
EH
Equitable Holdings
New York
$2.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$35.6M +$3.3M +65,635 +10%
W
2
Wealthquest
Ohio
$33.5M +$1.09M +21,813 +3%
Stifel Financial
3
Stifel Financial
Missouri
$22.2M +$13.4M +265,865 +151%
4WM
4
49 Wealth Management
Texas
$10.9M +$2.04M +40,632 +23%
MML Investors Services
5
MML Investors Services
Massachusetts
$8.9M +$1.38M +27,418 +18%
AFAS
6
Acorn Financial Advisory Services
Virginia
$4.84M -$86.4K -1,719 -2%
NFG
7
Nations Financial Group
Iowa
$3.52M +$3.52M +70,124 New
FMI
8
F/M Investments
District of Columbia
$2.86M +$2.86M +56,774 New
ABWM
9
Alpine Bank Wealth Management
Colorado
$2.84M +$2.84M +56,500 New
Lido Advisors
10
Lido Advisors
California
$2.45M +$1.62M +32,219 +195%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.45M +$526K +10,463 +27%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$2.41M -$1.81M -35,940 -43%
AWA
13
Amplius Wealth Advisors
Pennsylvania
$2.14M -$501K -9,958 -19%
EH
14
Equitable Holdings
New York
$2.12M -$1.3M -25,859 -38%
FAM
15
Formidable Asset Management
Ohio
$2.02M -$79.2K -1,575 -4%
UBS Group
16
UBS Group
Switzerland
$1.73M +$1.3M +25,769 +300%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.72M -$1.41M -28,092 -45%
SIG
18
Spinnaker Investment Group
California
$1.53M +$937K +18,647 +159%
MMM
19
Mendel Money Management
Illinois
$1.38M +$1.38M +27,521 New
GA
20
GoalVest Advisory
New York
$1.36M +$1.36M +27,000 New
GPW
21
Gentry Private Wealth
Kansas
$1.36M +$1.36M +27,000 New
DWM
22
Denver Wealth Management
Colorado
$911K +$19.1K +379 +2%
KAS
23
Kestra Advisory Services
Texas
$896K -$160K -3,183 -15%
CFP
24
Curran Financial Partners
South Carolina
$735K -$72.1K -1,434 -9%
PAG
25
Private Advisor Group
New Jersey
$726K +$450K +8,962 +163%
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