We are live on ! Find out more
UFIV icon

US Treasury 5 Year Note ETF

3 hedge funds and large institutions have $5.07M invested in US Treasury 5 Year Note ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

1,713% more capital invested

Capital invested by funds: $280K → $5.07M (+$4.79M)

200% more funds holding

Funds holding: 13 (+2)

89.52% more ownership

Funds ownership: 28.6%118.12% (+90%)

Holders
3
Holders Change
+2
Holders Change %
+200%
% of All Funds
0.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
1
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
T
1
TRUADVICE
Florida
$2.44M +$2.48M +51,147 New
TFS
2
Thoroughbred Financial Services
Tennessee
$1.89M +$1.92M +39,587 New
Jane Street
3
Jane Street
New York
$745K +$477K +9,851 +172%

UFIV Hedge Fund Activity: Q3 2023 in Review

3 of the 6,304 institutional investors tracked by Wall St. Rank reported a position in US Treasury 5 Year Note ETF (UFIV) for Q3 2023, worth a combined $5.07M — up 1,713% from $280K a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new UFIV positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was TRUADVICE, opening a new position worth an estimated $2.48M.

  • 3 institutional investors held US Treasury 5 Year Note ETF (UFIV) as of Q3 2023, up from 1 in Q2 2023.
  • Funds reported $5.07M of US Treasury 5 Year Note ETF stock for Q3 2023, up 1,713% quarter-over-quarter.
  • 2 funds opened new US Treasury 5 Year Note ETF positions in Q3 2023 and 0 closed out, a net change of +2 holders.
  • The largest US Treasury 5 Year Note ETF buyer in Q3 2023 was TRUADVICE, an estimated $2.48M added.

Based on aggregated 13F filings for Q3 2023.