US Treasury 5 Year Note ETF
UFIV
14 hedge funds and large institutions have $43.2M invested in US Treasury 5 Year Note ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 4 closing their positions.
1.6% more ownership
Funds ownership: 100.18% → 101.79% (+1.6%)
7% less funds holding
Funds holding: 15 → 14 (-1)
9% less capital invested
Capital invested by funds: $47.6M → $43.2M (-$4.37M)
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
F/M Investments
Washington,
District of Columbia
|
+$1.9M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.26M |
| 3 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$1.12M |
| 4 |
CCM
Crew Capital Management
Cincinnati,
Ohio
|
+$882K |
| 5 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
+$840K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWM
Foguth Wealth Management
Brighton,
Michigan
|
-$3.89M |
| 2 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
-$3.52M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$1.91M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$757K |
| 5 |
Goldman Sachs
New York
|
-$262K |
UFIV Hedge Fund Activity: Q2 2025 in Review
14 of the 7,604 institutional investors tracked by Wall St. Rank reported a position in US Treasury 5 Year Note ETF (UFIV) for Q2 2025, worth a combined $43.2M — down 9.2% from $47.6M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of UFIV and 3 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 4 added.
The largest buyer was F/M Investments, adding an estimated $1.9M. The largest seller was Foguth Wealth Management, cutting an estimated $3.89M.
- 14 institutional investors held US Treasury 5 Year Note ETF (UFIV) as of Q2 2025, down from 15 in Q1 2025.
- Funds reported $43.2M of US Treasury 5 Year Note ETF stock for Q2 2025, down 9.2% quarter-over-quarter.
- 3 funds opened new US Treasury 5 Year Note ETF positions in Q2 2025 and 4 closed out, a net change of -1 holder.
- The largest US Treasury 5 Year Note ETF buyer in Q2 2025 was F/M Investments, an estimated $1.9M added.
- The largest US Treasury 5 Year Note ETF seller in Q2 2025 was Foguth Wealth Management, an estimated $3.89M sold.
Based on aggregated 13F filings for Q2 2025.