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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.

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New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding: →

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership: →

Holders
17
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$2.64M
2
+$1.37M
3
+$519K
4
Jane Street
Jane Street
New York
+$343K
5
Osaic Holdings
Osaic Holdings
Arizona
+$91.6K

Top Sellers

1
-$1.35M
2
-$1.09M
3
-$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
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$3.82M
FMI
3
F/M Investments
District of Columbia
$3.53M
Citadel Advisors
4
Citadel Advisors
Florida
$3.17M
CTC
5
Central Trust Company
Missouri
$2.18M
Raymond James Financial
6
Raymond James Financial
Florida
$2.17M
CCM
7
Crew Capital Management
Ohio
$1.13M
SFA
8
Spectrum Financial Alliance
Kentucky
$386K
Jane Street
9
Jane Street
New York
$340K
TFS
10
Thoroughbred Financial Services
Tennessee
$284K
VBFP
11
Valtinson Bruner Financial Planning
Minnesota
$223K
TRCT
12
Tower Research Capital (TRC)
New York
$161K
Osaic Holdings
13
Osaic Holdings
Arizona
$114K
UBS Group
14
UBS Group
Switzerland
$3.08K
DFA
15
DHJJ Financial Advisors
Illinois
$245
Morgan Stanley
16
Morgan Stanley
New York
$49
ASN
17
Advisory Services Network
Georgia
$49