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US Treasury 10 Year Note ETF

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

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

31% more funds holding

Funds holding: 3242 (+10)

20% more capital invested

Capital invested by funds: $121M → $145M (+$23.6M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

5% less ownership

Funds ownership: 83.03%78.03% (-5%)

Holders
42
Holders Change
+10
Holders Change %
+31.25%
% of All Funds
0.56%
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
Name Holding Trade Value Shares
Change
Change in
Stake
EH
1
Equitable Holdings
New York
$33.4M +$852K +19,784 +3%
LJAC
2
L.J. Altfest & Co
New York
$28.3M +$8.13M +188,692 +41%
WCM
3
Wealthcare Capital Management
Virginia
$21.3M -$58K -1,347 -0.3%
Morgan Stanley
4
Morgan Stanley
New York
$11.3M +$4.04M +93,690 +57%
FWM
5
Foguth Wealth Management
Michigan
$8.89M -$29.2K -678 -0.3%
SAW
6
Signal Advisors Wealth
Michigan
$8.51M +$3.21M +74,561 +63%
LPL Financial
7
LPL Financial
California
$7.25M +$1.39M +32,349 +24%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$4.67M -$652K -15,142 -12%
EAM
9
Empirical Asset Management
Massachusetts
$4.12M +$576K +13,371 +17%
NA
10
NewEdge Advisors
Louisiana
$3.71M +$1.97M +45,642 +118%
KDA
11
Kraft Davis & Associates
Missouri
$2.64M +$1.58M +36,680 +151%
KPWS
12
Kestra Private Wealth Services
Texas
$1.16M +$1.14M +26,418 New
UBS Group
13
UBS Group
Switzerland
$1.08M -$305K -7,070 -22%
Jane Street
14
Jane Street
New York
$958K +$940K +21,817 New
TFS
15
Thoroughbred Financial Services
Tennessee
$835K -$453K -10,525 -36%
Raymond James Financial
16
Raymond James Financial
Florida
$707K -$79K -1,834 -10%
WAP
17
Wealthcare Advisory Partners
Pennsylvania
$651K +$11.4K +265 +2%
JWCA
18
J.W. Cole Advisors
Florida
$538K +$134K +3,112 +34%
FTUS
19
Flow Traders U.S.
New York
$528K +$518K +12,017 New
Citadel Advisors
20
Citadel Advisors
Florida
$446K -$909K -21,104 -68%
AWS
21
Atria Wealth Solutions
New York
$443K -$11.8K -275 -3%
FMI
22
F/M Investments
District of Columbia
$402K
Truist Financial
23
Truist Financial
North Carolina
$311K -$606K -14,062 -66%
Stifel Financial
24
Stifel Financial
Missouri
$303K +$298K +6,907 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$248K

UTEN Hedge Fund Activity: Q1 2025 in Review

42 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in US Treasury 10 Year Note ETF (UTEN) for Q1 2025, worth a combined $145M — up 20% from $121M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new UTEN positions and 2 closed out — a net gain of 11 holders — while 12 added to existing stakes and 12 trimmed.

The largest buyer was L.J. Altfest & Co, adding an estimated $8.13M. The largest seller was AE Wealth Management, cutting an estimated $2.64M.

  • 42 institutional investors held US Treasury 10 Year Note ETF (UTEN) as of Q1 2025, up from 32 in Q4 2024.
  • Funds reported $145M of US Treasury 10 Year Note ETF stock for Q1 2025, up 20% quarter-over-quarter.
  • 13 funds opened new US Treasury 10 Year Note ETF positions in Q1 2025 and 2 closed out, a net change of +11 holders.
  • The largest US Treasury 10 Year Note ETF buyer in Q1 2025 was L.J. Altfest & Co, an estimated $8.13M added.
  • The largest US Treasury 10 Year Note ETF seller in Q1 2025 was AE Wealth Management, an estimated $2.64M sold.

Based on aggregated 13F filings for Q1 2025.