US Treasury 5 Year Note ETF
UFIV
UFIV
10 hedge funds and large institutions have $16.5M invested in US Treasury 5 Year Note ETF in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
10
Holders Change
–
Holders Change %
0%
% of All Funds
0.15%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
1
Increased
3
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
-$6.84M |
| 2 |
Jane Street
New York
|
-$425K |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$360K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$48 |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
FWM
1
Foguth Wealth Management
Brighton,
Michigan
| $11M | +$2.98M | +61,924 | +37% |
|
|
TFS
2
Thoroughbred Financial Services
Brentwood,
Tennessee
| $1.83M | +$205K | +4,263 | +13% |
|
|
SAW
3
Signal Advisors Wealth
Detroit,
Michigan
| $1.19M | -$6.84M | -142,113 | -85% |
|
|
AAS
4
Avantax Advisory Services
Dallas,
Texas
| $1.11M | -$360K | -7,474 | -24% |
|
|
5
Jane Street
New York
| $549K | -$425K | -8,820 | -44% |
|
|
PS
6
Principal Securities
Des Moines,
Iowa
| $285K | +$285K | +5,911 | New |
|
7
Commonwealth Equity Services
Waltham,
Massachusetts
| $260K | +$25.7K | +533 | +11% |
|
|
RWP
8
Revolve Wealth Partners
Hackensack,
New Jersey
| $212K | – | – | – |
|
|
DFA
9
DHJJ Financial Advisors
Naperville,
Illinois
| $241 | – | – | – |
|
10
Morgan Stanley
New York
| $48 | – | – | – |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$48 | -1 | Closed |
|