US Treasury 5 Year Note ETF
UFIV
13 hedge funds and large institutions have $15.8M invested in US Treasury 5 Year Note ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
7% less funds holding
Funds holding: 14 → 13 (-1)
49.28% less ownership
Funds ownership: 101.79% → 52.51% (-49%)
63% less capital invested
Capital invested by funds: $43.2M → $15.8M (-$27.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.24M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$501K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$449K |
| 4 |
Jane Street
New York
|
+$335K |
| 5 |
CCM
Crew Capital Management
Cincinnati,
Ohio
|
+$71.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$18.8M |
| 2 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
-$6.02M |
| 3 |
FMI
F/M Investments
Washington,
District of Columbia
|
-$674K |
| 4 |
TFS
Thoroughbred Financial Services
Brentwood,
Tennessee
|
-$216K |
| 5 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
|
-$58.7K |
UFIV Hedge Fund Activity: Q3 2025 in Review
13 of the 7,631 institutional investors tracked by Wall St. Rank reported a position in US Treasury 5 Year Note ETF (UFIV) for Q3 2025, worth a combined $15.8M — down 63% from $43.2M a quarter earlier.
Fund positioning in UFIV was balanced in Q3 2025: 2 funds opened new positions, 2 closed out, 5 added to existing stakes and 4 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $3.24M. The largest seller was Advocacy Wealth Management Services, exiting entirely with an estimated $18.8M sold.
- 13 institutional investors held US Treasury 5 Year Note ETF (UFIV) as of Q3 2025, down from 14 in Q2 2025.
- Funds reported $15.8M of US Treasury 5 Year Note ETF stock for Q3 2025, down 63% quarter-over-quarter.
- 2 funds opened new US Treasury 5 Year Note ETF positions in Q3 2025 and 2 closed out, a net change of 0 holders.
- The largest US Treasury 5 Year Note ETF buyer in Q3 2025 was Susquehanna International Group, an estimated $3.24M added.
- The largest US Treasury 5 Year Note ETF seller in Q3 2025 was Advocacy Wealth Management Services, an estimated $18.8M sold.
Based on aggregated 13F filings for Q3 2025.