US Treasury 5 Year Note ETF
UFIV
10 hedge funds and large institutions have $20.7M invested in US Treasury 5 Year Note ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 0 closing their positions.
178% more capital invested
Capital invested by funds: $7.45M → $20.7M (+$13.3M)
67% more funds holding
Funds holding: 6 → 10 (+4)
53.87% more ownership
Funds ownership: 75.68% → 129.55% (+54%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
+$3.9M |
| 2 |
Jane Street
New York
|
+$984K |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$626K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$237K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$49 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFS
Thoroughbred Financial Services
Brentwood,
Tennessee
|
-$431K |
| 2 |
Morgan Stanley
New York
|
-$49 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAW
1
Signal Advisors Wealth
Detroit,
Michigan
| $8.09M | +$3.9M | +80,241 | +93% |
|
|
FWM
2
Foguth Wealth Management
Brighton,
Michigan
| $8.09M | +$8.12M | +166,828 | New |
|
|
TFS
3
Thoroughbred Financial Services
Brentwood,
Tennessee
| $1.64M | -$431K | -8,866 | -21% |
|
|
AAS
4
Avantax Advisory Services
Dallas,
Texas
| $1.48M | +$626K | +12,872 | +73% |
|
|
5
Jane Street
New York
| $981K | +$984K | +20,220 | New |
|
|
6
Commonwealth Equity Services
Waltham,
Massachusetts
| $236K | +$237K | +4,869 | New |
|
|
RWP
7
Revolve Wealth Partners
Hackensack,
New Jersey
| $214K | – | – | – |
|
|
DFA
8
DHJJ Financial Advisors
Naperville,
Illinois
| $243 | – | – | – |
|
|
9
Morgan Stanley
New York
| $48 | -$49 | -1 | -50% |
|
|
10
UBS Group
Zurich,
Switzerland
| $48 | +$49 | +1 | New |
|
UFIV Hedge Fund Activity: Q1 2024 in Review
10 of the 6,947 institutional investors tracked by Wall St. Rank reported a position in US Treasury 5 Year Note ETF (UFIV) for Q1 2024, worth a combined $20.7M — up 178% from $7.45M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new UFIV positions and 0 closed out — a net gain of 4 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Signal Advisors Wealth, adding an estimated $3.9M. The largest seller was Thoroughbred Financial Services, cutting an estimated $431K.
- 10 institutional investors held US Treasury 5 Year Note ETF (UFIV) as of Q1 2024, up from 6 in Q4 2023.
- Funds reported $20.7M of US Treasury 5 Year Note ETF stock for Q1 2024, up 178% quarter-over-quarter.
- 4 funds opened new US Treasury 5 Year Note ETF positions in Q1 2024 and 0 closed out, a net change of +4 holders.
- The largest US Treasury 5 Year Note ETF buyer in Q1 2024 was Signal Advisors Wealth, an estimated $3.9M added.
- The largest US Treasury 5 Year Note ETF seller in Q1 2024 was Thoroughbred Financial Services, an estimated $431K sold.
Based on aggregated 13F filings for Q1 2024.