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US Treasury 6 Month Bill ETF

78 hedge funds and large institutions have $348M invested in US Treasury 6 Month Bill ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8% more funds holding

Funds holding: 7278 (+6)

6% more capital invested

Capital invested by funds: $327M → $348M (+$21.2M)

2.27% more ownership

Funds ownership: 53.25%55.52% (+2.3%)

4% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 27

Holders
78
Holders Change
+6
Holders Change %
+8.33%
% of All Funds
1.03%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
17
Increased
26
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.58M -$69.1K -1,380 -4%
SWM
27
Spire Wealth Management
Virginia
$1.29M +$1.29M +25,681 New
GPW
28
Gentry Private Wealth
Kansas
$1.28M
IAIM
29
International Assets Investment Management
Florida
$1.24M +$1.24M +24,850 New
FFA
30
Farther Finance Advisors
California
$1.14M +$1.14M +22,692 New
RWP
31
Revolve Wealth Partners
New Jersey
$1.09M -$12.1K -241 -1%
SWP
32
Stratos Wealth Partners
Ohio
$1.08M -$2.13M -42,597 -66%
GVCM
33
Global View Capital Management
Wisconsin
$1.07M +$1.07M +21,285 New
RCS
34
Retirement Capital Strategies
California
$1,000K +$1M +19,980 New
DK
35
David Kennon
Florida
$944K +$271K +5,418 +40%
MF
36
Manchester Financial
California
$918K -$75.2K -1,502 -8%
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$857K +$62.3K +1,243 +8%
GA
38
GoalVest Advisory
New York
$826K
Truist Financial
39
Truist Financial
North Carolina
$751K -$106K -2,126 -12%
MCC
40
Money Concepts Capital
Florida
$727K +$327K +6,525 +82%
IA
41
IFP Advisors
Florida
$707K -$451K -9,008 -39%
W
42
Wealthquest
Ohio
$691K -$218K -4,344 -24%
OIA
43
OneDigital Investment Advisors
Kansas
$671K +$671K +13,404 New
BAM
44
Belpointe Asset Management
Nevada
$621K -$54.7K -1,092 -8%
CFP
45
Curran Financial Partners
South Carolina
$616K -$119K -2,380 -16%
GVAG
46
Great Valley Advisor Group
Delaware
$600K +$100 +2 +0%
PTC
47
Private Trust Company
Ohio
$575K -$25K -500 -4%
KDA
48
Kraft Davis & Associates
Missouri
$560K -$14.5K -290 -3%
IWA
49
IBEX Wealth Advisors
New Jersey
$551K +$551K +11,006 New
ACM
50
Alpha Capital Management
Texas
$538K

XBIL Hedge Fund Activity: Q4 2024 in Review

78 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in US Treasury 6 Month Bill ETF (XBIL) for Q4 2024, worth a combined $348M — up 6.5% from $327M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new XBIL positions and 9 closed out — a net gain of 8 holders — while 26 added to existing stakes and 27 trimmed.

The largest buyer was LPL Financial, adding an estimated $19.3M. The largest seller was Stifel Financial, cutting an estimated $15.2M.

  • 78 institutional investors held US Treasury 6 Month Bill ETF (XBIL) as of Q4 2024, up from 72 in Q3 2024.
  • Funds reported $348M of US Treasury 6 Month Bill ETF stock for Q4 2024, up 6.5% quarter-over-quarter.
  • 17 funds opened new US Treasury 6 Month Bill ETF positions in Q4 2024 and 9 closed out, a net change of +8 holders.
  • The largest US Treasury 6 Month Bill ETF buyer in Q4 2024 was LPL Financial, an estimated $19.3M added.
  • The largest US Treasury 6 Month Bill ETF seller in Q4 2024 was Stifel Financial, an estimated $15.2M sold.

Based on aggregated 13F filings for Q4 2024.