US Treasury 3 Year Note ETF
UTRE
5 hedge funds and large institutions have $2.21M invested in US Treasury 3 Year Note ETF in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
7% more capital invested
Capital invested by funds: $2.07M → $2.21M (+$142K)
2.54% more ownership
Funds ownership: 27.65% → 30.19% (+2.5%)
0% more funds holding
Funds holding: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
F/M Investments
Washington,
District of Columbia
|
+$250K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$97K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFP
Curran Financial Partners
Daniel Island,
South Carolina
|
-$111K |
| 2 |
RWP
Revolve Wealth Partners
Hackensack,
New Jersey
|
-$38.5K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$11K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Citadel Advisors
Miami,
Florida
| $1.12M | +$97K | +1,974 | +9% |
|
|
CFP
2
Curran Financial Partners
Daniel Island,
South Carolina
| $607K | -$111K | -2,259 | -15% |
|
|
FMI
3
F/M Investments
Washington,
District of Columbia
| $249K | +$250K | +5,093 | New |
|
|
RWP
4
Revolve Wealth Partners
Hackensack,
New Jersey
| $235K | -$38.5K | -784 | -14% |
|
5
Morgan Stanley
New York
| $49 | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$11K | -221 | Closed |
|
UTRE Hedge Fund Activity: Q4 2024 in Review
5 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in US Treasury 3 Year Note ETF (UTRE) for Q4 2024, worth a combined $2.21M — up 6.8% from $2.07M a quarter earlier.
Fund positioning in UTRE was balanced in Q4 2024: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 2 trimmed.
The largest buyer was F/M Investments, opening a new position worth an estimated $250K. The largest seller was Curran Financial Partners, cutting an estimated $111K.
- 5 institutional investors held US Treasury 3 Year Note ETF (UTRE) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $2.21M of US Treasury 3 Year Note ETF stock for Q4 2024, up 6.8% quarter-over-quarter.
- 1 fund opened new US Treasury 3 Year Note ETF positions in Q4 2024 and 1 closed out, a net change of 0 holders.
- The largest US Treasury 3 Year Note ETF buyer in Q4 2024 was F/M Investments, an estimated $250K added.
- The largest US Treasury 3 Year Note ETF seller in Q4 2024 was Curran Financial Partners, an estimated $111K sold.
Based on aggregated 13F filings for Q4 2024.