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US Treasury 5 Year Note ETF
UFIV

17 hedge funds and large institutions have $21.5M invested in US Treasury 5 Year Note ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

21% more funds holding

Funds holding: 14 → 17 (+3)

9% more capital invested

Capital invested by funds: $19.6M → $21.5M (+$1.84M)

1.65% less ownership

Funds ownership: 66.48% → 64.83% (-1.6%)

Holders
17
Holders Change
+3
Holders Change %
+21.43%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
7
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FMI
F/M Investments
District of Columbia
+$2.64M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.37M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$519K
4
Jane Street
Jane Street
New York
+$343K
5
Osaic Holdings
Osaic Holdings
Arizona
+$91.6K

Top Sellers

Rank Fund Capital Flow
1
FWM
Foguth Wealth Management
Michigan
-$1.35M
2
TRCT
Tower Research Capital (TRC)
New York
-$1.09M
3
TFS
Thoroughbred Financial Services
Tennessee
-$424K
4
CTC
Central Trust Company
Missouri
-$51.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1
Foguth Wealth Management
Michigan
$3.97M -$1.35M -27,473 -25%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$3.82M +$519K +10,536 +16%
FMI
3
F/M Investments
District of Columbia
$3.53M +$2.64M +53,724 +288%
Citadel Advisors
4
Citadel Advisors
Florida
$3.17M +$1.37M +27,825 +75%
CTC
5
Central Trust Company
Missouri
$2.18M -$51.7K -1,050 -2%
Raymond James Financial
6
Raymond James Financial
Florida
$2.17M +$6.3K +128 +0.3%
CCM
7
Crew Capital Management
Ohio
$1.13M +$9.6K +195 +0.8%
SFA
8
Spectrum Financial Alliance
Kentucky
$386K – – –
Jane Street
9
Jane Street
New York
$340K +$343K +6,972 New
TFS
10
Thoroughbred Financial Services
Tennessee
$284K -$424K -8,613 -60%
VBFP
11
Valtinson Bruner Financial Planning
Minnesota
$223K +$1.87K +38 +0.8%
TRCT
12
Tower Research Capital (TRC)
New York
$161K -$1.09M -22,224 -87%
Osaic Holdings
13
Osaic Holdings
Arizona
$114K +$91.6K +1,860 +397%
UBS Group
14
UBS Group
Switzerland
$3.08K +$3.1K +63 New
DFA
15
DHJJ Financial Advisors
Illinois
$245 – – –
Morgan Stanley
16
Morgan Stanley
New York
$49 – – –
ASN
17
Advisory Services Network
Georgia
$49 +$49 +1 New

UFIV Hedge Fund Activity: Q1 2026 in Review

17 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in US Treasury 5 Year Note ETF (UFIV) for Q1 2026, worth a combined $21.5M — up 9.4% from $19.6M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new UFIV positions and 0 closed out — a net gain of 3 holders — while 7 added to existing stakes and 4 trimmed.

The largest buyer was F/M Investments, adding an estimated $2.64M. The largest seller was Foguth Wealth Management, cutting an estimated $1.35M.

  • 17 institutional investors held US Treasury 5 Year Note ETF (UFIV) as of Q1 2026, up from 14 in Q4 2025.
  • Funds reported $21.5M of US Treasury 5 Year Note ETF stock for Q1 2026, up 9.4% quarter-over-quarter.
  • 3 funds opened new US Treasury 5 Year Note ETF positions in Q1 2026 and 0 closed out, a net change of +3 holders.
  • The largest US Treasury 5 Year Note ETF buyer in Q1 2026 was F/M Investments, an estimated $2.64M added.
  • The largest US Treasury 5 Year Note ETF seller in Q1 2026 was Foguth Wealth Management, an estimated $1.35M sold.

Based on aggregated 13F filings for Q1 2026.