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US Treasury 10 Year Note ETF
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Overview Fund Activity

42 hedge funds and large institutions have $145M invested in US Treasury 10 Year Note ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
+10
Holders Change %
+31.25%
% of All Funds
0.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
12
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LJAC
L.J. Altfest & Co
New York
$28.3M
2
Morgan Stanley
Morgan Stanley
New York
$11.3M
3
SAW
Signal Advisors Wealth
Michigan
$8.51M
4
NA
NewEdge Advisors
Louisiana
$3.71M
5
KDA
Kraft Davis & Associates
Missouri
$2.64M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$6.85K
2
Citadel Advisors
Citadel Advisors
Florida
$446K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$4.67M
4
Truist Financial
Truist Financial
North Carolina
$311K
5
TFS
Thoroughbred Financial Services
Tennessee
$835K
Name Holding Trade Value Shares
Change 		Shares
Change %
VBFP
26
Valtinson Bruner Financial Planning
Minnesota
$243K +$176 +4 +0.1%
Goldman Sachs
27
Goldman Sachs
New York
$241K +$241K +5,498 New
VA
28
VestGen Advisors
Illinois
$241K +$241K +5,488 New
CCM
29
Crew Capital Management
Ohio
$230K +$230K +5,239 New
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$230K +$230K +5,230 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$222K -$218K -4,962 -50%
GWM
32
Geneos Wealth Management
Colorado
$176K +$132K +3,000 +300%
EWA
33
EverSource Wealth Advisors
Alabama
$69.2K -$2.9K -66 -4%
RIA
34
Realta Investment Advisors
Delaware
$32.9K +$32.9K +750 New
SPIA
35
Steward Partners Investment Advisory
New York
$29.9K – – –
FGAM
36
Financial Gravity Asset Management
Texas
$20.7K +$20.7K +471 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$17K +$17K +397 New
AWM
38
AE Wealth Management
Kansas
$6.85K -$2.69M -61,375 -100%
Wells Fargo
39
Wells Fargo
California
$2.99K +$2.99K +68 New
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$878 +$878 +20 New
DFA
42
DHJJ Financial Advisors
Illinois
$92 – – –
AFAS
43
Acorn Financial Advisory Services
Virginia
– -$389K -9,132 Closed
Fidelity Investments
44
Fidelity Investments
Massachusetts
– -$43 -1 Closed
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