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.
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%)
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$29.7M |
| 2 |
MAM
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
+$14M |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$13.7M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$7.91M |
| 5 |
DK
David Kennon
Sarasota,
Florida
|
+$7.43M |
Top Sellers
| 1 |
FS
Ferguson Shapiro
Decatur,
Georgia
|
-$43.8M |
| 2 |
Jane Street
New York
|
-$9.25M |
| 3 |
PWM
Prosperity Wealth Management
San Ramon,
California
|
-$1.05M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$985K |
| 5 |
AFP
Alpha Financial Partners
Lexington,
Kentucky
|
-$615K |
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.