US Treasury 10 Year Note ETF
UTEN
11 hedge funds and large institutions have $15M invested in US Treasury 10 Year Note ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
250% more capital invested
Capital invested by funds: $4.28M → $15M (+$10.7M)
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
38% more funds holding
Funds holding: 8 → 11 (+3)
31.52% more ownership
Funds ownership: 41.11% → 72.63% (+32%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LJAC
L.J. Altfest & Co
New York
|
+$9.66M |
| 2 |
EAM
Empirical Asset Management
Wellesley,
Massachusetts
|
+$2.1M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$1.06M |
| 4 |
FMI
F/M Investments
Washington,
District of Columbia
|
+$127K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$48.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.66M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$522K |
| 3 |
Jane Street
New York
|
-$435K |
| 4 |
FWM
Focused Wealth Management
Newburgh,
New York
|
-$272 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LJAC
1
L.J. Altfest & Co
New York
| $9.8M | +$9.66M | +209,166 | New |
|
|
EAM
2
Empirical Asset Management
Wellesley,
Massachusetts
| $2.13M | +$2.1M | +45,468 | New |
|
|
AAS
3
Avantax Advisory Services
Dallas,
Texas
| $1.08M | +$1.06M | +23,000 | New |
|
|
KAS
4
Kestra Advisory Services
Austin,
Texas
| $746K | +$2.68K | +58 | +0.4% |
|
|
5
Jane Street
New York
| $508K | -$435K | -9,423 | -46% |
|
|
FMI
6
F/M Investments
Washington,
District of Columbia
| $394K | +$127K | +2,760 | +49% |
|
|
7
Citadel Advisors
Miami,
Florida
| $224K | -$1.66M | -36,040 | -88% |
|
|
8
UBS Group
Zurich,
Switzerland
| $49.2K | +$48.5K | +1,049 | New |
|
9
Simplex Trading
Chicago,
Illinois
| $22K | +$8.31K | +180 | +60% |
|
|
WP
10
WealthPLAN Partners
Omaha,
Nebraska
| $15.2K | +$15K | +324 | New |
|
|
BAM
11
Belpointe Asset Management
Reno,
Nevada
| $5.62K | – | – | – |
|
|
FTUS
12
Flow Traders U.S.
New York
| – | -$522K | -11,518 | Closed |
|
|
FWM
13
Focused Wealth Management
Newburgh,
New York
| – | -$272 | -6 | Closed |
|
UTEN Hedge Fund Activity: Q1 2023 in Review
11 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in US Treasury 10 Year Note ETF (UTEN) for Q1 2023, worth a combined $15M — up 250% from $4.28M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new UTEN positions and 2 closed out — a net gain of 3 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was L.J. Altfest & Co, opening a new position worth an estimated $9.66M. The largest seller was Citadel Advisors, cutting an estimated $1.66M.
- 11 institutional investors held US Treasury 10 Year Note ETF (UTEN) as of Q1 2023, up from 8 in Q4 2022.
- Funds reported $15M of US Treasury 10 Year Note ETF stock for Q1 2023, up 250% quarter-over-quarter.
- 5 funds opened new US Treasury 10 Year Note ETF positions in Q1 2023 and 2 closed out, a net change of +3 holders.
- The largest US Treasury 10 Year Note ETF buyer in Q1 2023 was L.J. Altfest & Co, an estimated $9.66M added.
- The largest US Treasury 10 Year Note ETF seller in Q1 2023 was Citadel Advisors, an estimated $1.66M sold.
Based on aggregated 13F filings for Q1 2023.