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US Treasury 10 Year Note ETF

39 hedge funds and large institutions have $159M invested in US Treasury 10 Year Note ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

10% more capital invested

Capital invested by funds: $145M → $159M (+$14.4M)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

2.43% less ownership

Funds ownership: 78.03%75.6% (-2.4%)

7% less funds holding

Funds holding: 4239 (-3)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
39
Holders Change
-3
Holders Change %
-7.14%
% of All Funds
0.51%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
3
Increased
15
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
1
L.J. Altfest & Co
New York
$46.5M +$17.9M +413,272 +64%
EH
2
Equitable Holdings
New York
$28M -$5.38M -124,071 -16%
WCM
3
Wealthcare Capital Management
Virginia
$17.9M -$3.35M -77,253 -16%
Morgan Stanley
4
Morgan Stanley
New York
$12.8M +$1.43M +32,944 +13%
LPL Financial
5
LPL Financial
California
$7.68M +$425K +9,800 +6%
MFG
6
MidWestOne Financial Group
Iowa
$6.6M +$6.52M +150,273 New
FWM
7
Foguth Wealth Management
Michigan
$5.15M -$3.7M -85,285 -42%
SAW
8
Signal Advisors Wealth
Michigan
$5.05M -$3.42M -78,868 -41%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.57M -$104K -2,402 -2%
EAM
10
Empirical Asset Management
Massachusetts
$4.31M +$187K +4,310 +5%
NA
11
NewEdge Advisors
Louisiana
$3.83M +$117K +2,704 +3%
FTUS
12
Flow Traders U.S.
New York
$3.13M +$2.57M +59,194 +493%
Goldman Sachs
13
Goldman Sachs
New York
$2.53M +$2.26M +52,082 +947%
KDA
14
Kraft Davis & Associates
Missouri
$1.58M -$1.06M -24,476 -40%
UBS Group
15
UBS Group
Switzerland
$1.36M +$277K +6,387 +26%
CCM
16
Crew Capital Management
Ohio
$1.12M +$877K +20,226 +386%
Truist Financial
17
Truist Financial
North Carolina
$970K +$651K +15,013 +212%
SA
18
Sanctuary Advisors
Indiana
$863K +$852K +19,655 New
Stifel Financial
19
Stifel Financial
Missouri
$714K +$406K +9,360 +136%
TFS
20
Thoroughbred Financial Services
Tennessee
$689K -$144K -3,328 -17%
Citadel Advisors
21
Citadel Advisors
Florida
$605K +$158K +3,642 +36%
JWCA
22
J.W. Cole Advisors
Florida
$588K +$49.5K +1,142 +9%
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$553K -$96.9K -2,235 -15%
FMI
24
F/M Investments
District of Columbia
$321K -$79.3K -1,829 -20%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$248K

UTEN Hedge Fund Activity: Q2 2025 in Review

39 of the 7,599 institutional investors tracked by Wall St. Rank reported a position in US Treasury 10 Year Note ETF (UTEN) for Q2 2025, worth a combined $159M — up 10% from $145M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of UTEN and 3 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 15 added.

The largest buyer was L.J. Altfest & Co, adding an estimated $17.9M. The largest seller was Equitable Holdings, cutting an estimated $5.38M.

  • 39 institutional investors held US Treasury 10 Year Note ETF (UTEN) as of Q2 2025, down from 42 in Q1 2025.
  • Funds reported $159M of US Treasury 10 Year Note ETF stock for Q2 2025, up 10% quarter-over-quarter.
  • 3 funds opened new US Treasury 10 Year Note ETF positions in Q2 2025 and 5 closed out, a net change of -2 holders.
  • The largest US Treasury 10 Year Note ETF buyer in Q2 2025 was L.J. Altfest & Co, an estimated $17.9M added.
  • The largest US Treasury 10 Year Note ETF seller in Q2 2025 was Equitable Holdings, an estimated $5.38M sold.

Based on aggregated 13F filings for Q2 2025.