US Treasury 10 Year Note ETF
UTEN
25 hedge funds and large institutions have $107M invested in US Treasury 10 Year Note ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 4 closing their positions.
273% more capital invested
Capital invested by funds: $28.6M → $107M (+$78M)
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
47% more funds holding
Funds holding: 17 → 25 (+8)
36.03% more ownership
Funds ownership: 49% → 85.03% (+36%)
57% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM
Wealthcare Capital Management
Richmond,
Virginia
|
+$44M |
| 2 |
Lido Advisors
Los Angeles,
California
|
+$10.8M |
| 3 |
FMI
F/M Investments
Washington,
District of Columbia
|
+$10.8M |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$6.45M |
| 5 |
LPL Financial
San Diego,
California
|
+$5.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
-$4.43M |
| 2 |
LJAC
L.J. Altfest & Co
New York
|
-$1.82M |
| 3 |
Jane Street
New York
|
-$1.32M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$748K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$535K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HCA
26
Heck Capital Advisors
Rhinelander,
Wisconsin
| – | -$4.43M | -103,395 | Closed |
|
|
27
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$535K | -12,491 | Closed |
|
|
LNWTC
28
Laird Norton Wetherby Trust Company
Seattle,
Washington
| – | -$407K | -9,500 | Closed |
|
|
AAS
29
Avantax Advisory Services
Dallas,
Texas
| – | -$324K | -7,569 | Closed |
|
UTEN Hedge Fund Activity: Q4 2023 in Review
25 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in US Treasury 10 Year Note ETF (UTEN) for Q4 2023, worth a combined $107M — up 273% from $28.6M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new UTEN positions and 4 closed out — a net gain of 9 holders — while 3 added to existing stakes and 7 trimmed.
The largest buyer was Wealthcare Capital Management, opening a new position worth an estimated $44M. The largest seller was Heck Capital Advisors, exiting entirely with an estimated $4.43M sold.
- 25 institutional investors held US Treasury 10 Year Note ETF (UTEN) as of Q4 2023, up from 17 in Q3 2023.
- Funds reported $107M of US Treasury 10 Year Note ETF stock for Q4 2023, up 273% quarter-over-quarter.
- 13 funds opened new US Treasury 10 Year Note ETF positions in Q4 2023 and 4 closed out, a net change of +9 holders.
- The largest US Treasury 10 Year Note ETF buyer in Q4 2023 was Wealthcare Capital Management, an estimated $44M added.
- The largest US Treasury 10 Year Note ETF seller in Q4 2023 was Heck Capital Advisors, an estimated $4.43M sold.
Based on aggregated 13F filings for Q4 2023.