US Treasury 5 Year Note ETF
UFIV
6 hedge funds and large institutions have $7.45M invested in US Treasury 5 Year Note ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
100% more funds holding
Funds holding: 3 → 6 (+3)
47% more capital invested
Capital invested by funds: $5.07M → $7.45M (+$2.37M)
42.44% less ownership
Funds ownership: 118.12% → 75.68% (-42%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$850K |
| 2 |
RWP
Revolve Wealth Partners
Hackensack,
New Jersey
|
+$212K |
| 3 |
TFS
Thoroughbred Financial Services
Brentwood,
Tennessee
|
+$149K |
| 4 |
DFA
DHJJ Financial Advisors
Naperville,
Illinois
|
+$240 |
| 5 |
Morgan Stanley
New York
|
+$96 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$745K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAW
1
Signal Advisors Wealth
Detroit,
Michigan
| $4.26M | +$4.16M | +86,587 | New |
|
|
TFS
2
Thoroughbred Financial Services
Brentwood,
Tennessee
| $2.1M | +$149K | +3,095 | +8% |
|
|
AAS
3
Avantax Advisory Services
Dallas,
Texas
| $870K | +$850K | +17,678 | New |
|
|
RWP
4
Revolve Wealth Partners
Hackensack,
New Jersey
| $217K | +$212K | +4,403 | New |
|
|
DFA
5
DHJJ Financial Advisors
Naperville,
Illinois
| $247 | +$240 | +5 | New |
|
|
6
Morgan Stanley
New York
| $98 | +$96 | +2 | New |
|
|
7
Jane Street
New York
| – | -$745K | -15,571 | Closed |
|
UFIV Hedge Fund Activity: Q4 2023 in Review
6 of the 6,864 institutional investors tracked by Wall St. Rank reported a position in US Treasury 5 Year Note ETF (UFIV) for Q4 2023, worth a combined $7.45M — up 47% from $5.07M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new UFIV positions and 1 closed out — a net gain of 4 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Avantax Advisory Services, opening a new position worth an estimated $850K. The largest seller was Jane Street, exiting entirely with an estimated $745K sold.
- 6 institutional investors held US Treasury 5 Year Note ETF (UFIV) as of Q4 2023, up from 3 in Q3 2023.
- Funds reported $7.45M of US Treasury 5 Year Note ETF stock for Q4 2023, up 47% quarter-over-quarter.
- 5 funds opened new US Treasury 5 Year Note ETF positions in Q4 2023 and 1 closed out, a net change of +4 holders.
- The largest US Treasury 5 Year Note ETF buyer in Q4 2023 was Avantax Advisory Services, an estimated $850K added.
- The largest US Treasury 5 Year Note ETF seller in Q4 2023 was Jane Street, an estimated $745K sold.
Based on aggregated 13F filings for Q4 2023.