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US Treasury 5 Year Note ETF

14 hedge funds and large institutions have $19.6M invested in US Treasury 5 Year Note ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

24% more capital invested

Capital invested by funds: $15.8M → $19.6M (+$3.84M)

13.97% more ownership

Funds ownership: 52.51%66.48% (+14%)

8% more funds holding

Funds holding: 1314 (+1)

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

Holders
14
Holders Change
+1
Holders Change %
+7.69%
% of All Funds
0.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change

UFIV Hedge Fund Activity: Q4 2025 in Review

14 of the 8,252 institutional investors tracked by Wall St. Rank reported a position in US Treasury 5 Year Note ETF (UFIV) for Q4 2025, worth a combined $19.6M — up 24% from $15.8M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new UFIV positions and 3 closed out — a net gain of 1 holder — while 4 added to existing stakes and 4 trimmed.

The largest buyer was Raymond James Financial, opening a new position worth an estimated $2.19M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $4.53M sold.

  • 14 institutional investors held US Treasury 5 Year Note ETF (UFIV) as of Q4 2025, up from 13 in Q3 2025.
  • Funds reported $19.6M of US Treasury 5 Year Note ETF stock for Q4 2025, up 24% quarter-over-quarter.
  • 4 funds opened new US Treasury 5 Year Note ETF positions in Q4 2025 and 3 closed out, a net change of +1 holder.
  • The largest US Treasury 5 Year Note ETF buyer in Q4 2025 was Raymond James Financial, an estimated $2.19M added.
  • The largest US Treasury 5 Year Note ETF seller in Q4 2025 was Susquehanna International Group, an estimated $4.53M sold.

Based on aggregated 13F filings for Q4 2025.