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US Treasury 6 Month Bill ETF

64 hedge funds and large institutions have $257M invested in US Treasury 6 Month Bill ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 14

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

7% more funds holding

Funds holding: 6064 (+4)

6.89% less ownership

Funds ownership: 57.16%50.27% (-6.9%)

15% less capital invested

Capital invested by funds: $304M → $257M (-$47M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $25K

Holders
64
Holders Change
+4
Holders Change %
+6.67%
% of All Funds
0.92%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
18
Increased
27
Reduced
14
Closed
14
Calls
Puts
$25K
Net Calls
-$25K
Net Calls Change
-$25K
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
26
IHT Wealth Management
Illinois
$1.48M +$562K +11,229 +61%
KDA
27
Kraft Davis & Associates
Missouri
$1.33M -$637K -12,735 -32%
FHC
28
First Heartland Consultants
Missouri
$1.09M -$239K -4,782 -18%
Jane Street
29
Jane Street
New York
$1.05M +$1.04M +20,856 New
SFA
30
Semmax Financial Advisors
North Carolina
$1.01M +$396K +7,905 +64%
SIG
31
Spinnaker Investment Group
California
$980K +$535K +10,685 +120%
MF
32
Manchester Financial
California
$922K +$22K +439 +2%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$791K +$790K +15,795 New
DK
34
David Kennon
Florida
$750K -$7.52M -150,205 -91%
RWP
35
Revolve Wealth Partners
New Jersey
$724K +$723K +14,452 New
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$643K +$642K +12,825 New
GF
37
Gries Financial
Ohio
$609K +$608K +12,148 New
RWM
38
Ritholtz Wealth Management
New York
$584K +$205K +4,105 +54%
WAP
39
Wealthcare Advisory Partners
Pennsylvania
$540K +$233K +4,664 +76%
AFP
40
Ausdal Financial Partners
Iowa
$514K +$263K +5,265 +105%
ACM
41
Alpha Capital Management
Texas
$505K +$505K +10,085 New
NWM
42
Napa Wealth Management
California
$465K -$40K -799 -8%
GLA
43
Good Life Advisors
Pennsylvania
$458K +$458K +9,144 New
BWM
44
BlackDiamond Wealth Management
New York
$420K -$99.4K -1,987 -19%
TBC
45
Ted Buchan & Co
California
$415K +$415K +8,290 New
GVAG
46
Great Valley Advisor Group
Delaware
$395K +$394K +7,881 New
DADC
47
D.A. Davidson & Co
Montana
$378K +$155K +3,098 +70%
HCA
48
Heck Capital Advisors
Wisconsin
$359K +$359K +7,174 New
Fisher Asset Management
49
Fisher Asset Management
Washington
$295K +$294K +5,878 New
Citadel Advisors
50
Citadel Advisors
Florida
$289K +$288K +5,763 New

XBIL Hedge Fund Activity: Q1 2024 in Review

64 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in US Treasury 6 Month Bill ETF (XBIL) for Q1 2024, worth a combined $257M — down 15% from $304M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new XBIL positions and 14 closed out — a net gain of 4 holders — while 27 added to existing stakes and 14 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $7.14M. The largest seller was Ferguson Shapiro, exiting entirely with an estimated $18.1M sold.

  • 64 institutional investors held US Treasury 6 Month Bill ETF (XBIL) as of Q1 2024, up from 60 in Q4 2023.
  • Funds reported $257M of US Treasury 6 Month Bill ETF stock for Q1 2024, down 15% quarter-over-quarter.
  • 18 funds opened new US Treasury 6 Month Bill ETF positions in Q1 2024 and 14 closed out, a net change of +4 holders.
  • The largest US Treasury 6 Month Bill ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $7.14M added.
  • The largest US Treasury 6 Month Bill ETF seller in Q1 2024 was Ferguson Shapiro, an estimated $18.1M sold.

Based on aggregated 13F filings for Q1 2024.