US Treasury 20 Year Bond ETF
UTWY
6 hedge funds and large institutions have $18.6M invested in US Treasury 20 Year Bond ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 0 closing their positions.
69% more capital invested
Capital invested by funds: $11M → $18.6M (+$7.6M)
50% more funds holding
Funds holding: 4 → 6 (+2)
0.18% more ownership
Funds ownership: 91.66% → 91.84% (+0.18%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
+$8.7M |
| 2 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$1.01M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$602K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.96M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$535K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VBFP
1
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $16.4M | +$8.7M | +194,589 | +115% |
|
|
JWCA
2
J.W. Cole Advisors
Tampa,
Florida
| $1.02M | +$1.01M | +22,625 | New |
|
|
3
UBS Group
Zurich,
Switzerland
| $606K | +$602K | +13,453 | New |
|
|
4
Jane Street
New York
| $309K | -$1.96M | -43,751 | -86% |
|
|
5
Citadel Advisors
Miami,
Florida
| $296K | -$535K | -11,954 | -64% |
|
6
Morgan Stanley
New York
| $45 | – | – | – |
|
UTWY Hedge Fund Activity: Q2 2024 in Review
6 of the 6,926 institutional investors tracked by Wall St. Rank reported a position in US Treasury 20 Year Bond ETF (UTWY) for Q2 2024, worth a combined $18.6M — up 69% from $11M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new UTWY positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Valtinson Bruner Financial Planning, adding an estimated $8.7M. The largest seller was Jane Street, cutting an estimated $1.96M.
- 6 institutional investors held US Treasury 20 Year Bond ETF (UTWY) as of Q2 2024, up from 4 in Q1 2024.
- Funds reported $18.6M of US Treasury 20 Year Bond ETF stock for Q2 2024, up 69% quarter-over-quarter.
- 2 funds opened new US Treasury 20 Year Bond ETF positions in Q2 2024 and 0 closed out, a net change of +2 holders.
- The largest US Treasury 20 Year Bond ETF buyer in Q2 2024 was Valtinson Bruner Financial Planning, an estimated $8.7M added.
- The largest US Treasury 20 Year Bond ETF seller in Q2 2024 was Jane Street, an estimated $1.96M sold.
Based on aggregated 13F filings for Q2 2024.