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US Treasury 10 Year Note ETF

11 hedge funds and large institutions have $22.7M invested in US Treasury 10 Year Note ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

51% more capital invested

Capital invested by funds: $15M → $22.7M (+$7.68M)

0% more funds holding

Funds holding: 1111 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

7.14% less ownership

Funds ownership: 72.63%65.49% (-7.1%)

Holders
11
Holders Change
Holders Change %
0%
% of All Funds
0.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
4
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
1
L.J. Altfest & Co
New York
$9.77M +$252K +5,442 +3%
HCA
2
Heck Capital Advisors
Wisconsin
$4.61M +$4.69M +101,220 New
EAM
3
Empirical Asset Management
Massachusetts
$2.18M +$116K +2,505 +6%
SWA
4
Stratos Wealth Advisors
Ohio
$1.99M +$2.03M +43,811 New
FTUS
5
Flow Traders U.S.
New York
$1.39M +$1.42M +30,625 New
AAS
6
Avantax Advisory Services
Texas
$950K -$98.8K -2,133 -9%
KAS
7
Kestra Advisory Services
Texas
$738K +$12.6K +271 +2%
TFS
8
Thoroughbred Financial Services
Tennessee
$547K +$557K +12,031 New
FMI
9
F/M Investments
District of Columbia
$373K -$10.5K -226 -3%
UBS Group
10
UBS Group
Switzerland
$84.2K +$37.1K +800 +76%
WP
11
WealthPLAN Partners
Nebraska
$14.8K
Jane Street
12
Jane Street
New York
-$508K -10,842 Closed
Citadel Advisors
13
Citadel Advisors
Florida
-$224K -4,778 Closed
Simplex Trading
14
Simplex Trading
Illinois
-$22K -480 Closed
BAM
15
Belpointe Asset Management
Nevada
-$5.62K -120 Closed

UTEN Hedge Fund Activity: Q2 2023 in Review

11 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in US Treasury 10 Year Note ETF (UTEN) for Q2 2023, worth a combined $22.7M — up 51% from $15M a quarter earlier.

Fund positioning in UTEN was balanced in Q2 2023: 4 funds opened new positions, 4 closed out, 4 added to existing stakes and 2 trimmed.

The largest buyer was Heck Capital Advisors, opening a new position worth an estimated $4.69M. The largest seller was Jane Street, exiting entirely with an estimated $508K sold.

  • 11 institutional investors held US Treasury 10 Year Note ETF (UTEN) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $22.7M of US Treasury 10 Year Note ETF stock for Q2 2023, up 51% quarter-over-quarter.
  • 4 funds opened new US Treasury 10 Year Note ETF positions in Q2 2023 and 4 closed out, a net change of 0 holders.
  • The largest US Treasury 10 Year Note ETF buyer in Q2 2023 was Heck Capital Advisors, an estimated $4.69M added.
  • The largest US Treasury 10 Year Note ETF seller in Q2 2023 was Jane Street, an estimated $508K sold.

Based on aggregated 13F filings for Q2 2023.