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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
Bank of New York Mellon
51
Bank of New York Mellon
New York
$497K -$56.5K -1,128 -10%
AWM
52
Atticus Wealth Management
Florida
$475K +$124K +2,471 +35%
IAA
53
Independent Advisor Alliance
North Carolina
$467K +$468K +9,339 New
Goldman Sachs
54
Goldman Sachs
New York
$445K +$446K +8,900 New
PPP
55
Private Portfolio Partners
New Jersey
$442K +$103K +2,052 +30%
FHC
56
First Heartland Consultants
Missouri
$431K -$415K -8,288 -49%
HCA
57
Heck Capital Advisors
Wisconsin
$415K +$42.8K +855 +11%
UW
58
Unique Wealth
Florida
$411K +$412K +8,224 New
HF
59
HRT Financial
New York
$410K +$411K +8,197 New
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$392K +$24.1K +482 +7%
TBC
61
Ted Buchan & Co
California
$370K +$3.51K +70 +1%
IA
62
Inspire Advisors
Idaho
$333K -$24.3K -485 -7%
AFP
63
Ausdal Financial Partners
Iowa
$281K +$4.06K +81 +1%
DADC
64
D.A. Davidson & Co
Montana
$275K -$75.1K -1,500 -21%
FWM
65
Fonville Wealth Management
Virginia
$261K +$3.76K +75 +1%
GWM
66
Geneos Wealth Management
Colorado
$229K +$230K +4,585 New
VFP
67
Verus Financial Partners
Virginia
$205K
FPWM
68
Five Pine Wealth Management
Idaho
$201K +$201K +4,014 New
TF
69
Trek Financial
Arizona
$200K
MAS
70
MPWM Advisory Solutions
Georgia
$59.9K +$60K +1,197 New
FGC
71
Financial Gravity Companies
Texas
$30.8K
TCPG
72
Trivant Custom Portfolio Group
California
$26K -$1.05K -21 -4%
OP
73
ORG Partners
Indiana
$22.7K +$150 +3 +0.7%
NFSG
74
Newbridge Financial Services Group
Florida
$10K
Morgan Stanley
75
Morgan Stanley
New York
$5.11K +$50 +1 +1%

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.