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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
WCFA
51
Walkner Condon Financial Advisors
Wisconsin
$252K +$27.9K +558 +12%
TNB
52
Thomasville National Bank
Georgia
$251K
TF
53
Trek Financial
Arizona
$251K
AFP
54
Alpha Financial Partners
Kentucky
$250K -$8.26K -165 -3%
Wells Fargo
55
Wells Fargo
California
$250K
WI
56
WBI Investments
New Jersey
$250K +$249K +4,981 New
AWM
57
Atticus Wealth Management
Florida
$246K +$141K +2,827 +135%
PTC
58
Private Trust Company
Ohio
$246K +$200K +4,005 +445%
VFP
59
Verus Financial Partners
Virginia
$205K
TCPG
60
Trivant Custom Portfolio Group
California
$25.2K +$16.1K +322 +179%
NFSG
61
Newbridge Financial Services Group
Florida
$10K
TRCT
62
Tower Research Capital (TRC)
New York
$7.72K +$7.71K +154 New
AA
63
AlphaMark Advisors
Kentucky
$5K +$5K +100 New
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$200 +$200 +4 New
FS
65
Ferguson Shapiro
Georgia
-$18.1M -362,409 Closed
FIA
66
Foundations Investment Advisors
Arizona
-$13.7M -274,552 Closed
FMI
67
F/M Investments
District of Columbia
-$3.55M -71,039 Closed
Lido Advisors
68
Lido Advisors
California
-$3.41M -68,339 Closed
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
-$3.18M -63,669 Closed
SAM
70
Synergy Asset Management
Washington
-$2.11M -42,145 Closed
P
71
Pitcairn
Pennsylvania
-$2.02M -40,395 Closed
EIA
72
Eldridge Investment Advisors
New Hampshire
-$652K -13,057 Closed
AWM
73
AE Wealth Management
Kansas
-$535K -10,677 Closed
AAS
74
Avantax Advisory Services
Texas
-$503K -10,068 Closed
PCIA
75
Prime Capital Investment Advisors
Kansas
-$250K -5,000 Closed

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.