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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
WCFA
51
Walkner Condon Financial Advisors
Wisconsin
$223K +$224K +4,470 New
DADC
52
D.A. Davidson & Co
Montana
$222K +$223K +4,450 New
PWM
53
Perigon Wealth Management
California
$212K +$213K +4,250 New
VFP
54
Verus Financial Partners
Virginia
$206K +$205K +4,100 New
AWM
55
Atticus Wealth Management
Florida
$104K +$63.7K +1,273 +156%
PTC
56
Private Trust Company
Ohio
$45K +$30K +600 +200%
NFSG
57
Newbridge Financial Services Group
Florida
$9.99K – – –
TCPG
58
Trivant Custom Portfolio Group
California
$8.99K +$300 +6 +3%
PCM
59
Penserra Capital Management
California
$7K – – –
Morgan Stanley
60
Morgan Stanley
New York
$142 +$100 +2 New
Jane Street
61
Jane Street
New York
– -$9.25M -184,379 Closed
PWM
62
Prosperity Wealth Management
California
– -$1.05M -20,876 Closed
TA
63
Tactive Advisors
Florida
– -$451K -9,000 Closed
IFG
64
Independent Financial Group
California
– -$343K -6,849 Closed
JP Morgan Chase
65
JP Morgan Chase
New York
– -$1.25K -25 Closed
Fidelity Investments
66
Fidelity Investments
Massachusetts
– -$50 -1 Closed
1 2
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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.