US Treasury 5 Year Note ETF
UFIV
15 hedge funds and large institutions have $47.4M invested in US Treasury 5 Year Note ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
93% more capital invested
Capital invested by funds: $24.6M → $47.4M (+$22.8M)
63.05% more ownership
Funds ownership: 50.74% → 113.79% (+63%)
15% more funds holding
Funds holding: 13 → 15 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$17.5M |
| 2 |
FWM
Foguth Wealth Management
Brighton,
Michigan
|
+$4.7M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$2.58M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.88M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$865K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.4M |
| 2 |
Jane Street
New York
|
-$630K |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$538K |
| 4 |
PS
Principal Securities
Des Moines,
Iowa
|
-$287K |
| 5 |
RWP
Revolve Wealth Partners
Hackensack,
New Jersey
|
-$219K |
UFIV Hedge Fund Activity: Q4 2024 in Review
15 of the 7,599 institutional investors tracked by Wall St. Rank reported a position in US Treasury 5 Year Note ETF (UFIV) for Q4 2024, worth a combined $47.4M — up 93% from $24.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new UFIV positions and 2 closed out — a net gain of 2 holders — while 4 added to existing stakes and 5 trimmed.
The largest buyer was Advocacy Wealth Management Services, opening a new position worth an estimated $17.5M. The largest seller was Susquehanna International Group, cutting an estimated $2.4M.
- 15 institutional investors held US Treasury 5 Year Note ETF (UFIV) as of Q4 2024, up from 13 in Q3 2024.
- Funds reported $47.4M of US Treasury 5 Year Note ETF stock for Q4 2024, up 93% quarter-over-quarter.
- 4 funds opened new US Treasury 5 Year Note ETF positions in Q4 2024 and 2 closed out, a net change of +2 holders.
- The largest US Treasury 5 Year Note ETF buyer in Q4 2024 was Advocacy Wealth Management Services, an estimated $17.5M added.
- The largest US Treasury 5 Year Note ETF seller in Q4 2024 was Susquehanna International Group, an estimated $2.4M sold.
Based on aggregated 13F filings for Q4 2024.