We are live on ! Find out more
UFIV icon

US Treasury 5 Year Note ETF

15 hedge funds and large institutions have $47.6M invested in US Treasury 5 Year Note ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $47.4M → $47.6M (+$143K)

0% more funds holding

Funds holding: 1515 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

13.6% less ownership

Funds ownership: 113.79%100.18% (-14%)

Holders
15
Holders Change
Holders Change %
0%
% of All Funds
0.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
4
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change

UFIV Hedge Fund Activity: Q1 2025 in Review

15 of the 7,464 institutional investors tracked by Wall St. Rank reported a position in US Treasury 5 Year Note ETF (UFIV) for Q1 2025, worth a combined $47.6M — up 0.3% from $47.4M a quarter earlier.

Fund positioning in UFIV was balanced in Q1 2025: 4 funds opened new positions, 4 closed out, 4 added to existing stakes and 4 trimmed.

The largest buyer was Signal Advisors Wealth, adding an estimated $2.42M. The largest seller was Citadel Advisors, cutting an estimated $1.78M.

  • 15 institutional investors held US Treasury 5 Year Note ETF (UFIV) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $47.6M of US Treasury 5 Year Note ETF stock for Q1 2025, up 0.3% quarter-over-quarter.
  • 4 funds opened new US Treasury 5 Year Note ETF positions in Q1 2025 and 4 closed out, a net change of 0 holders.
  • The largest US Treasury 5 Year Note ETF buyer in Q1 2025 was Signal Advisors Wealth, an estimated $2.42M added.
  • The largest US Treasury 5 Year Note ETF seller in Q1 2025 was Citadel Advisors, an estimated $1.78M sold.

Based on aggregated 13F filings for Q1 2025.