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US Treasury 5 Year Note ETF
UFIV

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
6
Holders Change
+3
Holders Change %
+100%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Avantax Advisory Services
Texas
+$870K
2
RWP
Revolve Wealth Partners
New Jersey
+$217K
3
TFS
Thoroughbred Financial Services
Tennessee
+$152K
4
DFA
DHJJ Financial Advisors
Illinois
+$247
5
Morgan Stanley
Morgan Stanley
New York
+$98

Top Sellers

1
Jane Street
Jane Street
New York
-$745K
Name Holding Trade Value Shares
Change 		Shares
Change %
SAW
1
Signal Advisors Wealth
Michigan
$4.26M +$4.26M +86,587 New
TFS
2
Thoroughbred Financial Services
Tennessee
$2.1M +$152K +3,095 +8%
AAS
3
Avantax Advisory Services
Texas
$870K +$870K +17,678 New
RWP
4
Revolve Wealth Partners
New Jersey
$217K +$217K +4,403 New
DFA
5
DHJJ Financial Advisors
Illinois
$247 +$247 +5 New
Morgan Stanley
6
Morgan Stanley
New York
$98 +$98 +2 New
Jane Street
7
Jane Street
New York
– -$745K -15,571 Closed