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US Treasury 10 Year Note ETF

47 hedge funds and large institutions have $156M invested in US Treasury 10 Year Note ETF in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

21% more funds holding

Funds holding: 3947 (+8)

3% more capital invested

Capital invested by funds: $151M → $156M (+$4.45M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4.51% less ownership

Funds ownership: 68.53%64.02% (-4.5%)

Holders
47
Holders Change
+8
Holders Change %
+20.51%
% of All Funds
0.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
18
Reduced
13
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
1
L.J. Altfest & Co
New York
$44.2M +$1.49M +33,487 +3%
EH
2
Equitable Holdings
New York
$30.8M +$1.02M +22,878 +3%
WCM
3
Wealthcare Capital Management
Virginia
$17M -$1.14M -25,653 -6%
Morgan Stanley
4
Morgan Stanley
New York
$16.3M +$1.56M +35,042 +10%
LPL Financial
5
LPL Financial
California
$8.92M +$1.56M +35,143 +21%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.97M +$81.9K +1,846 +2%
FWM
7
Foguth Wealth Management
Michigan
$4.64M +$4.68M +105,388 New
Goldman Sachs
8
Goldman Sachs
New York
$3.73M
AWM
9
Apollon Wealth Management
South Carolina
$2.59M +$504K +11,360 +24%
Stifel Financial
10
Stifel Financial
Missouri
$2.57M +$1.25M +28,138 +93%
FFA
11
Farther Finance Advisors
California
$2.14M
UBS Group
12
UBS Group
Switzerland
$2.06M +$651K +14,662 +46%
NA
13
NewEdge Advisors
Louisiana
$1.61M +$77.4K +1,743 +5%
CCM
14
Crew Capital Management
Ohio
$1.41M +$194K +4,376 +16%
Citadel Advisors
15
Citadel Advisors
Florida
$1.3M +$393K +8,864 +43%
MFG
16
MidWestOne Financial Group
Iowa
$1.1M -$6.23M -140,465 -85%
Truist Financial
17
Truist Financial
North Carolina
$1.09M +$115K +2,588 +12%
SA
18
Sanctuary Advisors
Indiana
$896K -$32.7K -737 -3%
EAM
19
Empirical Asset Management
Massachusetts
$803K -$544K -12,253 -9%
LA
20
LVW Advisors
New York
$802K +$302K +6,794 +60%
Raymond James Financial
21
Raymond James Financial
Florida
$755K +$468K +10,555 +160%
Jane Street
22
Jane Street
New York
$687K -$998K -22,479 -59%
SWM
23
Stapp Wealth Management
Washington
$653K +$658K +14,825 New
SA
24
Stewardship Advisors
Pennsylvania
$634K +$50.2K +1,130 +9%
JWCA
25
J.W. Cole Advisors
Florida
$624K +$5.99K +135 +1%

UTEN Hedge Fund Activity: Q4 2025 in Review

47 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in US Treasury 10 Year Note ETF (UTEN) for Q4 2025, worth a combined $156M — up 2.9% from $151M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new UTEN positions and 1 closed out — a net gain of 8 holders — while 18 added to existing stakes and 13 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.56M. The largest seller was MidWestOne Financial Group, cutting an estimated $6.23M.

  • 47 institutional investors held US Treasury 10 Year Note ETF (UTEN) as of Q4 2025, up from 39 in Q3 2025.
  • Funds reported $156M of US Treasury 10 Year Note ETF stock for Q4 2025, up 2.9% quarter-over-quarter.
  • 9 funds opened new US Treasury 10 Year Note ETF positions in Q4 2025 and 1 closed out, a net change of +8 holders.
  • The largest US Treasury 10 Year Note ETF buyer in Q4 2025 was LPL Financial, an estimated $1.56M added.
  • The largest US Treasury 10 Year Note ETF seller in Q4 2025 was MidWestOne Financial Group, an estimated $6.23M sold.

Based on aggregated 13F filings for Q4 2025.