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US Treasury 5 Year Note ETF
UFIV

Overview Fund Activity

13 hedge funds and large institutions have $24.6M invested in US Treasury 5 Year Note ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
13
Holders Change
+3
Holders Change %
+30%
% of All Funds
0.19%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
3
Increased
4
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAW
Signal Advisors Wealth
Michigan
+$5.8M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.15M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.72M
4
FTUS
Flow Traders U.S.
New York
+$551K
5
Jane Street
Jane Street
New York
+$365K

Top Sellers

1
FWM
Foguth Wealth Management
Michigan
-$4.3M
2
AAS
Avantax Advisory Services
Texas
-$610K
3
TFS
Thoroughbred Financial Services
Tennessee
-$116K
Name Holding Trade Value Shares
Change 		Shares
Change %
SAW
1
Signal Advisors Wealth
Michigan
$7.03M +$5.8M +116,563 +472%
FWM
2
Foguth Wealth Management
Michigan
$6.91M -$4.3M -87,718 -38%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$4.15M +$4.15M +83,436 New
TFS
4
Thoroughbred Financial Services
Tennessee
$1.78M -$116K -2,333 -6%
Citadel Advisors
5
Citadel Advisors
Florida
$1.72M +$1.72M +34,505 New
Jane Street
6
Jane Street
New York
$932K +$365K +7,343 +64%
FTUS
7
Flow Traders U.S.
New York
$551K +$551K +11,083 New
AAS
8
Avantax Advisory Services
Texas
$538K -$610K -12,260 -53%
PS
9
Principal Securities
Iowa
$445K +$152K +3,047 +52%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$359K +$90.1K +1,809 +33%
RWP
11
Revolve Wealth Partners
New Jersey
$219K – – –
DFA
12
DHJJ Financial Advisors
Illinois
$249 – – –
Morgan Stanley
13
Morgan Stanley
New York
$50 – – –