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US Treasury 12 Month Bill ETF

58 hedge funds and large institutions have $175M invested in US Treasury 12 Month Bill ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 22

3% less funds holding

Funds holding: 6058 (-2)

3.79% less ownership

Funds ownership: 67.85%64.05% (-3.8%)

10% less capital invested

Capital invested by funds: $195M → $175M (-$20.3M)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
58
Holders Change
-2
Holders Change %
-3.33%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
21
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$56.3M +$3.94M +78,703 +8%
MML Investors Services
2
MML Investors Services
Massachusetts
$18.9M +$1.34M +26,720 +8%
Stifel Financial
3
Stifel Financial
Missouri
$12.6M -$2.33M -46,425 -16%
4WM
4
49 Wealth Management
Texas
$12.3M -$1.68M -33,467 -12%
FTUS
5
Flow Traders U.S.
New York
$5.29M +$5.07M +101,127 +2,385%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$4.94M +$333K +6,640 +7%
EH
7
Equitable Holdings
New York
$4.5M +$764K +15,240 +20%
UBS Group
8
UBS Group
Switzerland
$4.23M +$607K +12,109 +17%
NFG
9
Nations Financial Group
Iowa
$4.02M +$556K +11,100 +16%
Raymond James Financial
10
Raymond James Financial
Florida
$4.02M +$1.64M +32,812 +69%
AFAS
11
Acorn Financial Advisory Services
Virginia
$3.93M -$175K -3,489 -4%
Lido Advisors
12
Lido Advisors
California
$3.05M -$67K -1,337 -2%
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$2.93M -$432K -8,616 -13%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.57M -$515K -10,274 -17%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$2.56M -$52K -1,038 -2%
ABWM
16
Alpine Bank Wealth Management
Colorado
$2.43M -$535K -10,677 -18%
HCA
17
Heck Capital Advisors
Wisconsin
$2.27M +$1.55M +30,961 +218%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$2.26M +$2.25M +44,933 New
RCS
19
Retirement Capital Strategies
California
$2.18M +$1.67M +33,396 +334%
PAG
20
Private Advisor Group
New Jersey
$2.1M +$270K +5,382 +15%
SWP
21
Stratos Wealth Partners
Ohio
$2.07M +$2.07M +41,325 New
FAM
22
Formidable Asset Management
Ohio
$1.93M
Jane Street
23
Jane Street
New York
$1.59M +$1.1M +21,998 +229%
MMM
24
Mendel Money Management
Illinois
$1.42M -$35.6K -711 -2%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$1.33M -$659K -13,161 -33%

OBIL Hedge Fund Activity: Q2 2025 in Review

58 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in US Treasury 12 Month Bill ETF (OBIL) for Q2 2025, worth a combined $175M — down 10% from $195M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of OBIL and 8 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 21 added.

The largest buyer was Flow Traders U.S., adding an estimated $5.07M. The largest seller was Wealthquest, exiting entirely with an estimated $36.9M sold.

  • 58 institutional investors held US Treasury 12 Month Bill ETF (OBIL) as of Q2 2025, down from 60 in Q1 2025.
  • Funds reported $175M of US Treasury 12 Month Bill ETF stock for Q2 2025, down 10% quarter-over-quarter.
  • 8 funds opened new US Treasury 12 Month Bill ETF positions in Q2 2025 and 9 closed out, a net change of -1 holder.
  • The largest US Treasury 12 Month Bill ETF buyer in Q2 2025 was Flow Traders U.S., an estimated $5.07M added.
  • The largest US Treasury 12 Month Bill ETF seller in Q2 2025 was Wealthquest, an estimated $36.9M sold.

Based on aggregated 13F filings for Q2 2025.