US Treasury 10 Year Note ETF
UTEN
34 hedge funds and large institutions have $119M invested in US Treasury 10 Year Note ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 6 closing their positions.
114% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 7
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
10% more funds holding
Funds holding: 31 → 34 (+3)
5% more capital invested
Capital invested by funds: $113M → $119M (+$6.06M)
4.97% less ownership
Funds ownership: 79% → 74.03% (-5%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LJAC
L.J. Altfest & Co
New York
|
+$9.99M |
| 2 |
Morgan Stanley
New York
|
+$6.4M |
| 3 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
+$4.81M |
| 4 |
FMI
F/M Investments
Washington,
District of Columbia
|
+$4.23M |
| 5 |
Jane Street
New York
|
+$1.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
-$10.7M |
| 2 |
4WM
49 Wealth Management
Austin,
Texas
|
-$7.54M |
| 3 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
-$6.35M |
| 4 |
FWM
Foguth Wealth Management
Brighton,
Michigan
|
-$3.4M |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$1.92M |
UTEN Hedge Fund Activity: Q3 2024 in Review
34 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in US Treasury 10 Year Note ETF (UTEN) for Q3 2024, worth a combined $119M — up 5.4% from $113M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new UTEN positions and 6 closed out — a net gain of 4 holders — while 15 added to existing stakes and 7 trimmed.
The largest buyer was L.J. Altfest & Co, adding an estimated $9.99M. The largest seller was Amplius Wealth Advisors, cutting an estimated $10.7M.
- 34 institutional investors held US Treasury 10 Year Note ETF (UTEN) as of Q3 2024, up from 31 in Q2 2024.
- Funds reported $119M of US Treasury 10 Year Note ETF stock for Q3 2024, up 5.4% quarter-over-quarter.
- 10 funds opened new US Treasury 10 Year Note ETF positions in Q3 2024 and 6 closed out, a net change of +4 holders.
- The largest US Treasury 10 Year Note ETF buyer in Q3 2024 was L.J. Altfest & Co, an estimated $9.99M added.
- The largest US Treasury 10 Year Note ETF seller in Q3 2024 was Amplius Wealth Advisors, an estimated $10.7M sold.
Based on aggregated 13F filings for Q3 2024.