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US Treasury 12 Month Bill ETF

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

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

24% more capital invested

Capital invested by funds: $128M → $159M (+$31M)

6% more funds holding

Funds holding: 4952 (+3)

2.79% more ownership

Funds ownership: 60.3%63.09% (+2.8%)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

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
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$35.6M +$3.28M +65,635 +10%
W
2
Wealthquest
Ohio
$33.5M +$1.09M +21,813 +3%
Stifel Financial
3
Stifel Financial
Missouri
$22.2M +$13.3M +265,865 +151%
4WM
4
49 Wealth Management
Texas
$10.9M +$2.03M +40,632 +23%
MML Investors Services
5
MML Investors Services
Massachusetts
$8.9M +$1.37M +27,418 +18%
AFAS
6
Acorn Financial Advisory Services
Virginia
$4.84M -$86K -1,719 -2%
NFG
7
Nations Financial Group
Iowa
$3.52M +$3.51M +70,124 New
FMI
8
F/M Investments
District of Columbia
$2.86M +$2.84M +56,774 New
ABWM
9
Alpine Bank Wealth Management
Colorado
$2.84M +$2.83M +56,500 New
Lido Advisors
10
Lido Advisors
California
$2.45M +$1.61M +32,219 +195%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.45M +$523K +10,463 +27%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$2.41M -$1.8M -35,940 -43%
AWA
13
Amplius Wealth Advisors
Pennsylvania
$2.14M -$498K -9,958 -19%
EH
14
Equitable Holdings
New York
$2.12M -$1.29M -25,859 -38%
FAM
15
Formidable Asset Management
Ohio
$2.02M -$78.8K -1,575 -4%
UBS Group
16
UBS Group
Switzerland
$1.73M +$1.29M +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 +$933K +18,647 +159%
MMM
19
Mendel Money Management
Illinois
$1.38M +$1.38M +27,521 New
GPW
20
Gentry Private Wealth
Kansas
$1.36M +$1.35M +27,000 New
GA
21
GoalVest Advisory
New York
$1.36M +$1.35M +27,000 New
DWM
22
Denver Wealth Management
Colorado
$911K +$19K +379 +2%
KAS
23
Kestra Advisory Services
Texas
$896K -$159K -3,183 -15%
CFP
24
Curran Financial Partners
South Carolina
$735K -$71.7K -1,434 -9%
PAG
25
Private Advisor Group
New Jersey
$726K +$448K +8,962 +163%

OBIL Hedge Fund Activity: Q3 2024 in Review

52 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in US Treasury 12 Month Bill ETF (OBIL) for Q3 2024, worth a combined $159M — up 24% from $128M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new OBIL positions and 8 closed out — a net gain of 4 holders — while 17 added to existing stakes and 16 trimmed.

The largest buyer was Stifel Financial, adding an estimated $13.3M. The largest seller was Jane Street, cutting an estimated $2.35M.

  • 52 institutional investors held US Treasury 12 Month Bill ETF (OBIL) as of Q3 2024, up from 49 in Q2 2024.
  • Funds reported $159M of US Treasury 12 Month Bill ETF stock for Q3 2024, up 24% quarter-over-quarter.
  • 12 funds opened new US Treasury 12 Month Bill ETF positions in Q3 2024 and 8 closed out, a net change of +4 holders.
  • The largest US Treasury 12 Month Bill ETF buyer in Q3 2024 was Stifel Financial, an estimated $13.3M added.
  • The largest US Treasury 12 Month Bill ETF seller in Q3 2024 was Jane Street, an estimated $2.35M sold.

Based on aggregated 13F filings for Q3 2024.