We are live on ! Find out more
FFIU icon

UVA Unconstrained Medium-Term Fixed Income ETF

7 hedge funds and large institutions have $37M invested in UVA Unconstrained Medium-Term Fixed Income ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more capital invested

Capital invested by funds: $19.7M → $37M (+$17.3M)

40.66% more ownership

Funds ownership: 31.84%72.5% (+41%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13% less funds holding

Funds holding: 87 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
7
Holders Change
-1
Holders Change %
-12.5%
% of All Funds
0.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
3
Reduced
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1
Farther Finance Advisors
California
$33.6M +$18.2M +852,183 +112%
Citadel Advisors
2
Citadel Advisors
Florida
$1.25M +$327K +15,266 +34%
Jane Street
3
Jane Street
New York
$905K +$199K +9,308 +27%
NB
4
Northwest Bancshares
Pennsylvania
$700K +$720K +33,625 New
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$475K +$465K +21,743 New
Morgan Stanley
6
Morgan Stanley
New York
$45.6K
UBS Group
7
UBS Group
Switzerland
$19.5K +$20K +935 New
GS
8
GTS Securities
Florida
-$777K -35,836 Closed
PFG
9
Prosperity Financial Group
California
-$315K -14,501 Closed
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
-$299K -13,776 Closed
Osaic Holdings
11
Osaic Holdings
Arizona
-$477 -22 Closed

FFIU Hedge Fund Activity: Q3 2023 in Review

7 of the 6,304 institutional investors tracked by Wall St. Rank reported a position in UVA Unconstrained Medium-Term Fixed Income ETF (FFIU) for Q3 2023, worth a combined $37M — up 88% from $19.7M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of FFIU and 3 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 3 added.

The largest buyer was Farther Finance Advisors, adding an estimated $18.2M. The largest seller was GTS Securities, exiting entirely with an estimated $777K sold.

  • 7 institutional investors held UVA Unconstrained Medium-Term Fixed Income ETF (FFIU) as of Q3 2023, down from 8 in Q2 2023.
  • Funds reported $37M of UVA Unconstrained Medium-Term Fixed Income ETF stock for Q3 2023, up 88% quarter-over-quarter.
  • 3 funds opened new UVA Unconstrained Medium-Term Fixed Income ETF positions in Q3 2023 and 4 closed out, a net change of -1 holder.
  • The largest UVA Unconstrained Medium-Term Fixed Income ETF buyer in Q3 2023 was Farther Finance Advisors, an estimated $18.2M added.
  • The largest UVA Unconstrained Medium-Term Fixed Income ETF seller in Q3 2023 was GTS Securities, an estimated $777K sold.

Based on aggregated 13F filings for Q3 2023.