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US Treasury 12 Month Bill ETF

54 hedge funds and large institutions have $184M invested in US Treasury 12 Month Bill ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

16% more capital invested

Capital invested by funds: $159M → $184M (+$24.7M)

13% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 16

5.19% more ownership

Funds ownership: 63.09%68.27% (+5.2%)

4% more funds holding

Funds holding: 5254 (+2)

Holders
54
Holders Change
+2
Holders Change %
+3.85%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
18
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$47.5M +$12M +239,766 +34%
W
2
Wealthquest
Ohio
$35.1M +$1.64M +32,689 +5%
Stifel Financial
3
Stifel Financial
Missouri
$16.1M -$6.09M -121,571 -27%
MML Investors Services
4
MML Investors Services
Massachusetts
$14.4M +$5.5M +109,853 +62%
4WM
5
49 Wealth Management
Texas
$13.8M +$3.02M +60,297 +28%
AFAS
6
Acorn Financial Advisory Services
Virginia
$4.71M -$118K -2,348 -2%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$4.59M +$4.59M +91,696 New
NFG
8
Nations Financial Group
Iowa
$4.31M +$800K +15,985 +23%
Lido Advisors
9
Lido Advisors
California
$4.24M +$1.8M +35,863 +74%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.57M +$1.86M +37,072 +108%
UBS Group
11
UBS Group
Switzerland
$3.34M +$1.62M +32,266 +94%
Raymond James Financial
12
Raymond James Financial
Florida
$2.68M +$2.68M +53,533 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.45M +$14.5K +289 +0.6%
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$2.39M +$1.86M +37,196 +352%
EH
15
Equitable Holdings
New York
$2.36M +$250K +4,996 +12%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$2.27M -$132K -2,632 -5%
FAM
17
Formidable Asset Management
Ohio
$2.01M -$3.2K -64 -0.2%
MMM
18
Mendel Money Management
Illinois
$1.45M +$75.3K +1,504 +5%
GPW
19
Gentry Private Wealth
Kansas
$1.35M
GA
20
GoalVest Advisory
New York
$1.35M
AWA
21
Amplius Wealth Advisors
Pennsylvania
$1.22M -$908K -18,136 -43%
Jane Street
22
Jane Street
New York
$1.04M +$412K +8,222 +66%
GVCM
23
Global View Capital Management
Wisconsin
$932K +$933K +18,644 New
DWM
24
Denver Wealth Management
Colorado
$866K -$41.4K -826 -5%
KAS
25
Kestra Advisory Services
Texas
$850K -$42.2K -843 -5%

OBIL Hedge Fund Activity: Q4 2024 in Review

54 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in US Treasury 12 Month Bill ETF (OBIL) for Q4 2024, worth a combined $184M — up 16% from $159M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new OBIL positions and 5 closed out — a net gain of 5 holders — while 18 added to existing stakes and 16 trimmed.

The largest buyer was LPL Financial, adding an estimated $12M. The largest seller was Stifel Financial, cutting an estimated $6.09M.

  • 54 institutional investors held US Treasury 12 Month Bill ETF (OBIL) as of Q4 2024, up from 52 in Q3 2024.
  • Funds reported $184M of US Treasury 12 Month Bill ETF stock for Q4 2024, up 16% quarter-over-quarter.
  • 10 funds opened new US Treasury 12 Month Bill ETF positions in Q4 2024 and 5 closed out, a net change of +5 holders.
  • The largest US Treasury 12 Month Bill ETF buyer in Q4 2024 was LPL Financial, an estimated $12M added.
  • The largest US Treasury 12 Month Bill ETF seller in Q4 2024 was Stifel Financial, an estimated $6.09M sold.

Based on aggregated 13F filings for Q4 2024.