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US Treasury 12 Month Bill ETF

60 hedge funds and large institutions have $195M invested in US Treasury 12 Month Bill ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

11% more funds holding

Funds holding: 5460 (+6)

11% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 19

6% more capital invested

Capital invested by funds: $184M → $195M (+$11.6M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.43% less ownership

Funds ownership: 68.27%67.85% (-0.43%)

Holders
60
Holders Change
+6
Holders Change %
+11.11%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
21
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$52.4M +$4.77M +95,134 +10%
W
2
Wealthquest
Ohio
$36.9M +$1.68M +33,536 +5%
MML Investors Services
3
MML Investors Services
Massachusetts
$17.6M +$3.15M +62,928 +22%
Stifel Financial
4
Stifel Financial
Missouri
$15M -$1.15M -23,001 -7%
4WM
5
49 Wealth Management
Texas
$14M +$137K +2,736 +1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$4.6M +$1.02M +20,419 +29%
AFAS
7
Acorn Financial Advisory Services
Virginia
$4.11M -$614K -12,261 -13%
EH
8
Equitable Holdings
New York
$3.74M +$1.36M +27,186 +58%
UBS Group
9
UBS Group
Switzerland
$3.62M +$278K +5,556 +8%
NFG
10
Nations Financial Group
Iowa
$3.46M -$857K -17,103 -20%
WAP
11
Wealthcare Advisory Partners
Pennsylvania
$3.36M +$963K +19,218 +40%
Lido Advisors
12
Lido Advisors
California
$3.12M -$1.13M -22,478 -27%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$3.08M +$624K +12,443 +25%
ABWM
14
Alpine Bank Wealth Management
Colorado
$2.97M +$2.96M +59,093 New
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$2.61M +$334K +6,671 +15%
Raymond James Financial
16
Raymond James Financial
Florida
$2.37M -$315K -6,293 -12%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$1.99M +$1.99M +39,664 New
FAM
18
Formidable Asset Management
Ohio
$1.93M -$78.2K -1,561 -4%
PAG
19
Private Advisor Group
New Jersey
$1.83M +$1.24M +24,790 +214%
MMM
20
Mendel Money Management
Illinois
$1.45M -$4.01K -80 -0.3%
Goldman Sachs
21
Goldman Sachs
New York
$1.2M +$1.2M +23,976 New
AWA
22
Amplius Wealth Advisors
Pennsylvania
$1.05M -$180K -3,583 -15%
GVCM
23
Global View Capital Management
Wisconsin
$872K -$64.3K -1,283 -7%
KAS
24
Kestra Advisory Services
Texas
$857K +$4.26K +85 +0.5%
DWM
25
Denver Wealth Management
Colorado
$760K -$109K -2,167 -13%

OBIL Hedge Fund Activity: Q1 2025 in Review

60 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in US Treasury 12 Month Bill ETF (OBIL) for Q1 2025, worth a combined $195M — up 6.3% from $184M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new OBIL positions and 5 closed out — a net gain of 9 holders — while 21 added to existing stakes and 19 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.77M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $4.59M sold.

  • 60 institutional investors held US Treasury 12 Month Bill ETF (OBIL) as of Q1 2025, up from 54 in Q4 2024.
  • Funds reported $195M of US Treasury 12 Month Bill ETF stock for Q1 2025, up 6.3% quarter-over-quarter.
  • 14 funds opened new US Treasury 12 Month Bill ETF positions in Q1 2025 and 5 closed out, a net change of +9 holders.
  • The largest US Treasury 12 Month Bill ETF buyer in Q1 2025 was LPL Financial, an estimated $4.77M added.
  • The largest US Treasury 12 Month Bill ETF seller in Q1 2025 was Susquehanna International Group, an estimated $4.59M sold.

Based on aggregated 13F filings for Q1 2025.