US Treasury 20 Year Bond ETF
UTWY
4 hedge funds and large institutions have $11M invested in US Treasury 20 Year Bond ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 3 closing their positions.
623% more capital invested
Capital invested by funds: $1.52M → $11M (+$9.49M)
56.21% more ownership
Funds ownership: 35.45% → 91.66% (+56%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
20% less funds holding
Funds holding: 5 → 4 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
+$7.83M |
| 2 |
Jane Street
New York
|
+$1.19M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$858K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$269K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$63.4K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.86K |
| 4 |
Morgan Stanley
New York
|
-$46 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VBFP
1
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $7.82M | +$7.83M | +169,160 | New |
|
|
2
Jane Street
New York
| $2.34M | +$1.19M | +25,738 | +103% |
|
|
3
Citadel Advisors
Miami,
Florida
| $856K | +$858K | +18,538 | New |
|
|
4
Morgan Stanley
New York
| $46 | -$46 | -1 | -50% |
|
|
FTUS
5
Flow Traders U.S.
New York
| – | -$269K | -5,631 | Closed |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$63.4K | -1,330 | Closed |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| – | -$2.86K | -60 | Closed |
|
UTWY Hedge Fund Activity: Q1 2024 in Review
4 of the 6,944 institutional investors tracked by Wall St. Rank reported a position in US Treasury 20 Year Bond ETF (UTWY) for Q1 2024, worth a combined $11M — up 623% from $1.52M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of UTWY and 2 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 1 added.
The largest buyer was Valtinson Bruner Financial Planning, opening a new position worth an estimated $7.83M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $269K sold.
- 4 institutional investors held US Treasury 20 Year Bond ETF (UTWY) as of Q1 2024, down from 5 in Q4 2023.
- Funds reported $11M of US Treasury 20 Year Bond ETF stock for Q1 2024, up 623% quarter-over-quarter.
- 2 funds opened new US Treasury 20 Year Bond ETF positions in Q1 2024 and 3 closed out, a net change of -1 holder.
- The largest US Treasury 20 Year Bond ETF buyer in Q1 2024 was Valtinson Bruner Financial Planning, an estimated $7.83M added.
- The largest US Treasury 20 Year Bond ETF seller in Q1 2024 was Flow Traders U.S., an estimated $269K sold.
Based on aggregated 13F filings for Q1 2024.