US Treasury 3 Year Note ETF
UTRE
9 hedge funds and large institutions have $3.44M invested in US Treasury 3 Year Note ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
6.06% less ownership
Funds ownership: 42.37% → 36.31% (-6.1%)
14% less capital invested
Capital invested by funds: $4.01M → $3.44M (-$574K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$336K |
| 2 |
CCM
Crew Capital Management
Cincinnati,
Ohio
|
+$157K |
| 3 |
CFP
Curran Financial Partners
Daniel Island,
South Carolina
|
+$129K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$657K |
| 2 |
Jane Street
New York
|
-$491K |
| 3 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
-$249K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFP
1
Curran Financial Partners
Daniel Island,
South Carolina
| $1.16M | +$129K | +2,586 | +13% |
|
|
CCM
2
Crew Capital Management
Cincinnati,
Ohio
| $1.09M | +$157K | +3,137 | +17% |
|
|
TRCT
3
Tower Research Capital (TRC)
New York
| $336K | +$336K | +6,736 | New |
|
|
FMI
4
F/M Investments
Washington,
District of Columbia
| $309K | – | – | – |
|
|
WIM
5
WealthPlan Investment Management
Omaha,
Nebraska
| $252K | – | – | – |
|
|
PWA
6
Perspective Wealth Advisors
Loveland,
Colorado
| $202K | +$202K | +4,058 | New |
|
|
CTC
7
Central Trust Company
Jefferson City,
Missouri
| $84.7K | -$249K | -5,000 | -75% |
|
8
UBS Group
Zurich,
Switzerland
| $8.67K | – | – | – |
|
9
Morgan Stanley
New York
| $50 | – | – | – |
|
|
10
Citadel Advisors
Miami,
Florida
| – | -$657K | -13,179 | Closed |
|
|
11
Jane Street
New York
| – | -$491K | -9,849 | Closed |
|
UTRE Hedge Fund Activity: Q4 2025 in Review
9 of the 8,226 institutional investors tracked by Wall St. Rank reported a position in US Treasury 3 Year Note ETF (UTRE) for Q4 2025, worth a combined $3.44M — down 14% from $4.01M a quarter earlier.
Fund positioning in UTRE was balanced in Q4 2025: 2 funds opened new positions, 2 closed out, 2 added to existing stakes and 1 trimmed.
The largest buyer was Tower Research Capital (TRC), opening a new position worth an estimated $336K. The largest seller was Citadel Advisors, exiting entirely with an estimated $657K sold.
- 9 institutional investors held US Treasury 3 Year Note ETF (UTRE) as of Q4 2025, unchanged from Q3 2025.
- Funds reported $3.44M of US Treasury 3 Year Note ETF stock for Q4 2025, down 14% quarter-over-quarter.
- 2 funds opened new US Treasury 3 Year Note ETF positions in Q4 2025 and 2 closed out, a net change of 0 holders.
- The largest US Treasury 3 Year Note ETF buyer in Q4 2025 was Tower Research Capital (TRC), an estimated $336K added.
- The largest US Treasury 3 Year Note ETF seller in Q4 2025 was Citadel Advisors, an estimated $657K sold.
Based on aggregated 13F filings for Q4 2025.