US Treasury 10 Year Note ETF
UTEN
31 hedge funds and large institutions have $113M invested in US Treasury 10 Year Note ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 6 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 6
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
43% more capital invested
Capital invested by funds: $78.9M → $113M (+$33.6M)
15% more funds holding
Funds holding: 27 → 31 (+4)
1.8% more ownership
Funds ownership: 77.21% → 79% (+1.8%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EH
Equitable Holdings
New York
|
+$23.4M |
| 2 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
+$10.8M |
| 3 |
4WM
49 Wealth Management
Austin,
Texas
|
+$7.57M |
| 4 |
FWM
Foguth Wealth Management
Brighton,
Michigan
|
+$2.41M |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$1.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
-$5.48M |
| 2 |
Jane Street
New York
|
-$4.55M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$2.09M |
| 4 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$1.76M |
| 5 |
WCM
Wealthcare Capital Management
Richmond,
Virginia
|
-$1.34M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FGAM
26
Financial Gravity Asset Management
Lakeway,
Texas
| $72.1K | +$71.6K | +1,659 | New |
|
27
Simplex Trading
Chicago,
Illinois
| $17K | -$8.58K | -199 | -33% |
|
28
Morgan Stanley
New York
| $14.6K | +$14.5K | +336 | +33,600% |
|
|
AF
29
Allworth Financial
Folsom,
California
| $7.59K | +$7.46K | +173 | New |
|
30
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | – | – | – |
|
|
DFA
31
DHJJ Financial Advisors
Naperville,
Illinois
| $88 | – | – | – |
|
|
32
Jane Street
New York
| – | -$4.55M | -103,389 | Closed |
|
|
33
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$2.09M | -47,475 | Closed |
|
|
SWA
34
Stratos Wealth Advisors
Beachwood,
Ohio
| – | -$1.76M | -40,018 | Closed |
|
|
FMI
35
F/M Investments
Washington,
District of Columbia
| – | -$480K | -10,904 | Closed |
|
36
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$463K | -10,521 | Closed |
|
37
JP Morgan Chase
New York
| – | -$83.5K | -1,895 | Closed |
|
UTEN Hedge Fund Activity: Q2 2024 in Review
31 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in US Treasury 10 Year Note ETF (UTEN) for Q2 2024, worth a combined $113M — up 43% from $78.9M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new UTEN positions and 6 closed out — a net gain of 4 holders — while 12 added to existing stakes and 6 trimmed.
The largest buyer was Equitable Holdings, opening a new position worth an estimated $23.4M. The largest seller was Signal Advisors Wealth, cutting an estimated $5.48M.
- 31 institutional investors held US Treasury 10 Year Note ETF (UTEN) as of Q2 2024, up from 27 in Q1 2024.
- Funds reported $113M of US Treasury 10 Year Note ETF stock for Q2 2024, up 43% quarter-over-quarter.
- 10 funds opened new US Treasury 10 Year Note ETF positions in Q2 2024 and 6 closed out, a net change of +4 holders.
- The largest US Treasury 10 Year Note ETF buyer in Q2 2024 was Equitable Holdings, an estimated $23.4M added.
- The largest US Treasury 10 Year Note ETF seller in Q2 2024 was Signal Advisors Wealth, an estimated $5.48M sold.
Based on aggregated 13F filings for Q2 2024.