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US Treasury 10 Year Note ETF

32 hedge funds and large institutions have $121M invested in US Treasury 10 Year Note ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more ownership

Funds ownership: 74.03%83.03% (+9%)

2% more capital invested

Capital invested by funds: $119M → $121M (+$2.33M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less funds holding

Funds holding: 3432 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

31% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 13

Holders
32
Holders Change
-2
Holders Change %
-5.88%
% of All Funds
0.42%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
9
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
1
Equitable Holdings
New York
$31.6M +$7.26M +166,389 +29%
WCM
2
Wealthcare Capital Management
Virginia
$20.7M +$3.25M +74,533 +18%
LJAC
3
L.J. Altfest & Co
New York
$19.4M -$3.97K -91 -0%
FWM
4
Foguth Wealth Management
Michigan
$8.64M +$3.65M +83,709 +70%
Morgan Stanley
5
Morgan Stanley
New York
$6.99M +$918K +21,024 +15%
LPL Financial
6
LPL Financial
California
$5.65M -$1.44M -33,059 -20%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5.18M +$768K +17,591 +17%
SAW
8
Signal Advisors Wealth
Michigan
$5.08M -$17.5K -401 -0.3%
EAM
9
Empirical Asset Management
Massachusetts
$3.42M +$201K +4,612 +6%
AWM
10
AE Wealth Management
Kansas
$2.62M +$241K +5,510 +10%
NA
11
NewEdge Advisors
Louisiana
$1.65M +$1.35M +30,884 +389%
UBS Group
12
UBS Group
Switzerland
$1.35M +$416K +9,529 +43%
Citadel Advisors
13
Citadel Advisors
Florida
$1.33M +$1.36M +31,253 New
TFS
14
Thoroughbred Financial Services
Tennessee
$1.26M -$252K -5,776 -16%
KDA
15
Kraft Davis & Associates
Missouri
$1.03M -$868K -19,896 -45%
Truist Financial
16
Truist Financial
North Carolina
$901K +$923K +21,149 New
Raymond James Financial
17
Raymond James Financial
Florida
$764K +$783K +17,937 New
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$620K -$228K -5,216 -26%
AWS
19
Atria Wealth Solutions
New York
$442K -$13.9K -319 -3%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$426K -$67K -1,534 -13%
FMI
21
F/M Investments
District of Columbia
$389K -$3.72M -85,142 -90%
AFAS
22
Acorn Financial Advisory Services
Virginia
$389K -$460K -10,536 -54%
JWCA
23
J.W. Cole Advisors
Florida
$389K +$399K +9,131 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$241K
VBFP
25
Valtinson Bruner Financial Planning
Minnesota
$236K -$632K -14,482 -72%

UTEN Hedge Fund Activity: Q4 2024 in Review

32 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in US Treasury 10 Year Note ETF (UTEN) for Q4 2024, worth a combined $121M — up 2% from $119M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of UTEN and 6 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 9 added.

The largest buyer was Equitable Holdings, adding an estimated $7.26M. The largest seller was F/M Investments, cutting an estimated $3.72M.

  • 32 institutional investors held US Treasury 10 Year Note ETF (UTEN) as of Q4 2024, down from 34 in Q3 2024.
  • Funds reported $121M of US Treasury 10 Year Note ETF stock for Q4 2024, up 2% quarter-over-quarter.
  • 6 funds opened new US Treasury 10 Year Note ETF positions in Q4 2024 and 8 closed out, a net change of -2 holders.
  • The largest US Treasury 10 Year Note ETF buyer in Q4 2024 was Equitable Holdings, an estimated $7.26M added.
  • The largest US Treasury 10 Year Note ETF seller in Q4 2024 was F/M Investments, an estimated $3.72M sold.

Based on aggregated 13F filings for Q4 2024.