US Treasury 5 Year Note ETF
UFIV
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.
50% more capital invested
Capital invested by funds: $16.5M → $24.6M (+$8.16M)
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
30% more funds holding
Funds holding: 10 → 13 (+3)
34.7% less ownership
Funds ownership: 85.44% → 50.74% (-35%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
+$5.73M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.7M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$545K |
| 5 |
Jane Street
New York
|
+$361K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWM
Foguth Wealth Management
Brighton,
Michigan
|
-$4.32M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$603K |
| 3 |
TFS
Thoroughbred Financial Services
Brentwood,
Tennessee
|
-$115K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAW
1
Signal Advisors Wealth
Detroit,
Michigan
| $7.03M | +$5.73M | +116,563 | +472% |
|
|
FWM
2
Foguth Wealth Management
Brighton,
Michigan
| $6.91M | -$4.32M | -87,718 | -38% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $4.15M | +$4.1M | +83,436 | New |
|
|
TFS
4
Thoroughbred Financial Services
Brentwood,
Tennessee
| $1.78M | -$115K | -2,333 | -6% |
|
|
5
Citadel Advisors
Miami,
Florida
| $1.72M | +$1.7M | +34,505 | New |
|
|
6
Jane Street
New York
| $932K | +$361K | +7,343 | +64% |
|
|
FTUS
7
Flow Traders U.S.
New York
| $551K | +$545K | +11,083 | New |
|
|
AAS
8
Avantax Advisory Services
Dallas,
Texas
| $538K | -$603K | -12,260 | -53% |
|
|
PS
9
Principal Securities
Des Moines,
Iowa
| $445K | +$150K | +3,047 | +52% |
|
10
Commonwealth Equity Services
Waltham,
Massachusetts
| $359K | +$89K | +1,809 | +33% |
|
|
RWP
11
Revolve Wealth Partners
Hackensack,
New Jersey
| $219K | – | – | – |
|
|
DFA
12
DHJJ Financial Advisors
Naperville,
Illinois
| $249 | – | – | – |
|
13
Morgan Stanley
New York
| $50 | – | – | – |
|
UFIV Hedge Fund Activity: Q3 2024 in Review
13 of the 6,970 institutional investors tracked by Wall St. Rank reported a position in US Treasury 5 Year Note ETF (UFIV) for Q3 2024, worth a combined $24.6M — up 50% from $16.5M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new UFIV positions and 0 closed out — a net gain of 3 holders — while 4 added to existing stakes and 3 trimmed.
The largest buyer was Signal Advisors Wealth, adding an estimated $5.73M. The largest seller was Foguth Wealth Management, cutting an estimated $4.32M.
- 13 institutional investors held US Treasury 5 Year Note ETF (UFIV) as of Q3 2024, up from 10 in Q2 2024.
- Funds reported $24.6M of US Treasury 5 Year Note ETF stock for Q3 2024, up 50% quarter-over-quarter.
- 3 funds opened new US Treasury 5 Year Note ETF positions in Q3 2024 and 0 closed out, a net change of +3 holders.
- The largest US Treasury 5 Year Note ETF buyer in Q3 2024 was Signal Advisors Wealth, an estimated $5.73M added.
- The largest US Treasury 5 Year Note ETF seller in Q3 2024 was Foguth Wealth Management, an estimated $4.32M sold.
Based on aggregated 13F filings for Q3 2024.