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US Treasury 6 Month Bill ETF
XBIL

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: 60 → 64 (+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: 4 → 2 (-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

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.14M
2
UBS Group
UBS Group
Switzerland
+$5.66M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.98M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.48M
5
CAN
Cetera Advisor Networks
California
+$1.91M

Top Sellers

1
FS
Ferguson Shapiro
Georgia
-$18.1M
2
Stifel Financial
Stifel Financial
Missouri
-$15.2M
3
FIA
Foundations Investment Advisors
Arizona
-$13.7M
4
MAM
Milestone Asset Management
Pennsylvania
-$8.79M
5
DK
David Kennon
Florida
-$7.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$45.4M -$2.79M -55,820 -6%
AFAS
2
Acorn Financial Advisory Services
Virginia
$36.9M +$120K +2,391 +0.3%
W
3
Wealthquest
Ohio
$26.5M -$776K -15,507 -3%
Stifel Financial
4
Stifel Financial
Missouri
$20.3M -$15.2M -303,048 -43%
UBS Group
5
UBS Group
Switzerland
$13.6M +$5.66M +113,021 +72%
PAG
6
Private Advisor Group
New Jersey
$11.4M +$1.17M +23,287 +11%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$10.8M +$1.56M +31,084 +17%
MML Investors Services
8
MML Investors Services
Massachusetts
$8.36M +$1.1M +21,926 +15%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$7.63M +$7.14M +142,754 +1,511%
IA
10
Inspire Advisors
Idaho
$6.37M +$202K +4,046 +3%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$5.9M -$1.52M -30,359 -20%
DWM
12
Denver Wealth Management
Colorado
$5.45M +$650K +12,990 +14%
MAM
13
Milestone Asset Management
Pennsylvania
$5.2M -$8.79M -175,741 -63%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$4.98M +$4.98M +99,457 New
BFEC
15
Benjamin F. Edwards & Company
Missouri
$4.11M -$1.06M -21,188 -21%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$3.49M +$3.48M +69,562 New
CAN
17
Cetera Advisor Networks
California
$3.24M +$1.91M +38,258 +145%
FTUS
18
Flow Traders U.S.
New York
$3.21M +$1.35M +26,976 +73%
SWA
19
Stratos Wealth Advisors
Ohio
$3.1M +$15.7K +313 +0.5%
SWP
20
Stratos Wealth Partners
Ohio
$2.78M -$1.22M -24,393 -31%
IAIM
21
International Assets Investment Management
Florida
$1.87M +$402K +8,035 +27%
Truist Financial
22
Truist Financial
North Carolina
$1.84M +$404K +8,074 +28%
EH
23
Equitable Holdings
New York
$1.75M -$496K -9,909 -22%
PFS
24
Prospera Financial Services
Texas
$1.68M +$50K +1,000 +3%
CA
25
Cetera Advisors
Colorado
$1.66M +$1.24M +24,680 +294%
1
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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.