US Treasury 10 Year Note ETF
UTEN
27 hedge funds and large institutions have $78.9M invested in US Treasury 10 Year Note ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
8% more funds holding
Funds holding: 25 → 27 (+2)
7.83% less ownership
Funds ownership: 85.03% → 77.21% (-7.8%)
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
26% less capital invested
Capital invested by funds: $107M → $78.9M (-$27.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
+$7.44M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.35M |
| 3 |
Jane Street
New York
|
+$3.28M |
| 4 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
+$3.25M |
| 5 |
LJAC
L.J. Altfest & Co
New York
|
+$2.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM
Wealthcare Capital Management
Richmond,
Virginia
|
-$25.4M |
| 2 |
Lido Advisors
Los Angeles,
California
|
-$11.3M |
| 3 |
FMI
F/M Investments
Washington,
District of Columbia
|
-$10.9M |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$6.72M |
| 5 |
TFS
Thoroughbred Financial Services
Brentwood,
Tennessee
|
-$496K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DFA
26
DHJJ Financial Advisors
Naperville,
Illinois
| $89 | – | – | – |
|
27
Morgan Stanley
New York
| $51 | -$44 | -1 | -50% |
|
|
28
Lido Advisors
Los Angeles,
California
| – | -$11.3M | -250,339 | Closed |
|
|
BRWA
29
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$6.72M | -149,106 | Closed |
|
|
NA
30
NewEdge Advisors
New Orleans,
Louisiana
| – | -$9.78K | -217 | Closed |
|
UTEN Hedge Fund Activity: Q1 2024 in Review
27 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in US Treasury 10 Year Note ETF (UTEN) for Q1 2024, worth a combined $78.9M — down 26% from $107M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new UTEN positions and 3 closed out — a net gain of 2 holders — while 9 added to existing stakes and 10 trimmed.
The largest buyer was Valtinson Bruner Financial Planning, opening a new position worth an estimated $7.44M. The largest seller was Wealthcare Capital Management, cutting an estimated $25.4M.
- 27 institutional investors held US Treasury 10 Year Note ETF (UTEN) as of Q1 2024, up from 25 in Q4 2023.
- Funds reported $78.9M of US Treasury 10 Year Note ETF stock for Q1 2024, down 26% quarter-over-quarter.
- 5 funds opened new US Treasury 10 Year Note ETF positions in Q1 2024 and 3 closed out, a net change of +2 holders.
- The largest US Treasury 10 Year Note ETF buyer in Q1 2024 was Valtinson Bruner Financial Planning, an estimated $7.44M added.
- The largest US Treasury 10 Year Note ETF seller in Q1 2024 was Wealthcare Capital Management, an estimated $25.4M sold.
Based on aggregated 13F filings for Q1 2024.