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US Treasury 6 Month Bill ETF
XBIL

60 hedge funds and large institutions have $304M invested in US Treasury 6 Month Bill ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 27 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

440% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 5

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

46% more funds holding

Funds holding: 41 → 60 (+19)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

33% more capital invested

Capital invested by funds: $229M → $304M (+$74.9M)

4.43% more ownership

Funds ownership: 52.73% → 57.16% (+4.4%)

Holders
60
Holders Change
+19
Holders Change %
+46.34%
% of All Funds
0.87%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
25
Increased
27
Reduced
5
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$29.7M
2
MAM
Milestone Asset Management
Pennsylvania
+$14M
3
FIA
Foundations Investment Advisors
Arizona
+$13.7M
4
UBS Group
UBS Group
Switzerland
+$7.91M
5
DK
David Kennon
Florida
+$7.43M

Top Sellers

Rank Fund Capital Flow
1
FS
Ferguson Shapiro
Georgia
-$43.8M
2
Jane Street
Jane Street
New York
-$9.25M
3
PWM
Prosperity Wealth Management
California
-$1.05M
4
MML Investors Services
MML Investors Services
Massachusetts
-$985K
5
AFP
Alpha Financial Partners
Kentucky
-$615K
Name Holding Trade Value Shares
Change 		Change in
Stake
FTUS
26
Flow Traders U.S.
New York
$1.86M +$1.86M +37,157 New
PFS
27
Prospera Financial Services
Texas
$1.62M +$455K +9,100 +39%
IAIM
28
International Assets Investment Management
Florida
$1.47M +$1.47M +29,450 New
Truist Financial
29
Truist Financial
North Carolina
$1.43M +$183K +3,664 +15%
FHC
30
First Heartland Consultants
Missouri
$1.33M +$277K +5,537 +26%
CAN
31
Cetera Advisor Networks
California
$1.32M +$1.32M +26,390 New
IWM
32
IHT Wealth Management
Illinois
$916K +$918K +18,336 New
MF
33
Manchester Financial
California
$898K +$57.9K +1,158 +7%
EIA
34
Eldridge Investment Advisors
New Hampshire
$652K +$653K +13,057 New
SFA
35
Semmax Financial Advisors
North Carolina
$619K +$93K +1,858 +18%
AWM
36
AE Wealth Management
Kansas
$535K +$105K +2,091 +24%
BWM
37
BlackDiamond Wealth Management
New York
$518K -$93.5K -1,868 -15%
NWM
38
Napa Wealth Management
California
$504K +$505K +10,084 New
AAS
39
Avantax Advisory Services
Texas
$503K +$125K +2,488 +33%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$472K +$95.9K +1,916 +25%
SIG
41
Spinnaker Investment Group
California
$443K +$16.5K +329 +4%
CA
42
Cetera Advisors
Colorado
$420K +$50K +999 +13%
RWM
43
Ritholtz Wealth Management
New York
$378K +$378K +7,557 New
WAP
44
Wealthcare Advisory Partners
Pennsylvania
$305K +$306K +6,108 New
AFP
45
Alpha Financial Partners
Kentucky
$258K -$615K -12,299 -70%
TF
46
Trek Financial
Arizona
$250K – – –
PCIA
47
Prime Capital Investment Advisors
Kansas
$250K +$250K +5,000 New
TNB
48
Thomasville National Bank
Georgia
$250K +$250K +5,000 New
AFP
49
Ausdal Financial Partners
Iowa
$249K +$250K +4,992 New
Wells Fargo
50
Wells Fargo
California
$249K +$250K +4,989 New
1
2
3

XBIL Hedge Fund Activity: Q4 2023 in Review

60 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in US Treasury 6 Month Bill ETF (XBIL) for Q4 2023, worth a combined $304M — up 33% from $229M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new XBIL positions and 6 closed out — a net gain of 19 holders — while 27 added to existing stakes and 5 trimmed.

The largest buyer was LPL Financial, adding an estimated $29.7M. The largest seller was Ferguson Shapiro, cutting an estimated $43.8M.

  • 60 institutional investors held US Treasury 6 Month Bill ETF (XBIL) as of Q4 2023, up from 41 in Q3 2023.
  • Funds reported $304M of US Treasury 6 Month Bill ETF stock for Q4 2023, up 33% quarter-over-quarter.
  • 25 funds opened new US Treasury 6 Month Bill ETF positions in Q4 2023 and 6 closed out, a net change of +19 holders.
  • The largest US Treasury 6 Month Bill ETF buyer in Q4 2023 was LPL Financial, an estimated $29.7M added.
  • The largest US Treasury 6 Month Bill ETF seller in Q4 2023 was Ferguson Shapiro, an estimated $43.8M sold.

Based on aggregated 13F filings for Q4 2023.