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US Treasury 5 Year Note ETF
UFIV

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
14
Holders Change
-1
Holders Change %
-6.67%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
4
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMI
F/M Investments
District of Columbia
+$1.92M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.27M
3
AWMS
Advocacy Wealth Management Services
Georgia
+$1.13M
4
CCM
Crew Capital Management
Ohio
+$890K
5
CTC
Central Trust Company
Missouri
+$848K

Top Sellers

1
FWM
Foguth Wealth Management
Michigan
-$3.93M
2
SAW
Signal Advisors Wealth
Michigan
-$3.55M
3
FTUS
Flow Traders U.S.
New York
-$1.91M
4
Citadel Advisors
Citadel Advisors
Florida
-$764K
5
Goldman Sachs
Goldman Sachs
New York
-$262K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWMS
1
Advocacy Wealth Management Services
Georgia
$18.8M +$1.13M +23,052 +6%
FWM
2
Foguth Wealth Management
Michigan
$6.12M -$3.93M -79,818 -39%
SAW
3
Signal Advisors Wealth
Michigan
$6.02M -$3.55M -72,177 -37%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$2.75M -$151K -3,063 -5%
CTC
5
Central Trust Company
Missouri
$2.42M +$848K +17,225 +54%
FMI
6
F/M Investments
District of Columbia
$2.29M +$1.92M +38,907 +510%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.27M +$1.27M +25,761 New
TFS
8
Thoroughbred Financial Services
Tennessee
$1.13M -$116K -2,366 -9%
Citadel Advisors
9
Citadel Advisors
Florida
$1.02M -$764K -15,525 -43%
CCM
10
Crew Capital Management
Ohio
$890K +$890K +18,081 New
VBFP
11
Valtinson Bruner Financial Planning
Minnesota
$221K +$221K +4,498 New
RIA
12
Realta Investment Advisors
Delaware
$144K +$52.3K +1,063 +57%
HNB
13
Huntington National Bank
Ohio
$121K -$92.6K – –
DFA
14
DHJJ Financial Advisors
Illinois
$247 – – –
Morgan Stanley
15
Morgan Stanley
New York
$49 – – –
FTUS
16
Flow Traders U.S.
New York
– -$1.91M -39,056 Closed
Goldman Sachs
17
Goldman Sachs
New York
– -$262K -5,356 Closed
GS
18
GTS Securities
New York
– -$227K -4,636 Closed
PS
19
Principal Securities
Iowa
– -$145K -3,030 Closed