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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
LPL Financial
1
LPL Financial
California
$75.5M +$19.3M +385,426 +34%
AFAS
2
Acorn Financial Advisory Services
Virginia
$54M +$7.49M +149,535 +16%
UBS Group
3
UBS Group
Switzerland
$21.5M +$4.24M +84,670 +24%
Raymond James Financial
4
Raymond James Financial
Florida
$20.6M +$20.6M +411,332 New
Stifel Financial
5
Stifel Financial
Missouri
$16M -$15.2M -303,999 -49%
MAM
6
Milestone Asset Management
Pennsylvania
$15.1M -$14.7M -293,651 -49%
MML Investors Services
7
MML Investors Services
Massachusetts
$14.1M -$889K -17,752 -6%
4WM
8
49 Wealth Management
Texas
$13.9M +$4.43M +88,509 +47%
PAG
9
Private Advisor Group
New Jersey
$12.7M -$157K -3,138 -1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$12M +$932K +18,603 +8%
GLA
11
Good Life Advisors
Pennsylvania
$11.9M +$4.97M +99,176 +71%
IWM
12
IHT Wealth Management
Illinois
$9.88M -$123K -2,446 -1%
DWM
13
Denver Wealth Management
Colorado
$5.32M -$597K -11,921 -10%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$5.31M -$134K -2,666 -2%
CWM
15
Copia Wealth Management
Oregon
$4.85M +$4.86M +96,946 New
MC
16
Moors & Cabot
Massachusetts
$4.47M +$1.55M +30,905 +53%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$4.44M +$2.01M +40,123 +83%
IWC
18
Integrated Wealth Concepts
Massachusetts
$4.17M +$3.31M +66,130 +385%
SIG
19
Spinnaker Investment Group
California
$2.72M +$223K +4,443 +9%
BEI
20
Benjamin Edwards Inc
Missouri
$2.59M -$152K -3,044 -6%
PFS
21
Prospera Financial Services
Texas
$1.91M +$230K +4,600 +14%
EH
22
Equitable Holdings
New York
$1.76M -$74.2K -1,481 -4%
GWP
23
Gateway Wealth Partners
Wisconsin
$1.71M +$466K +9,294 +37%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$1.61M +$1.34M +26,707 +487%
SFA
25
Semmax Financial Advisors
North Carolina
$1.6M -$2.85K -57 -0.2%

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.