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US Treasury 20 Year Bond ETF

6 hedge funds and large institutions have $4.61M invested in US Treasury 20 Year Bond ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 66 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

75% less capital invested

Capital invested by funds: $18.6M → $4.61M (-$14M)

78.83% less ownership

Funds ownership: 91.84%13.01% (-79%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
6
Holders Change
Holders Change %
0%
% of All Funds
0.09%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
1
Increased
2
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VBFP
1
Valtinson Bruner Financial Planning
Minnesota
$2.23M -$14.9M -317,109 -87%
JWCA
2
J.W. Cole Advisors
Florida
$1.09M +$11.6K +247 +1%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$778K +$762K +16,263 New
Jane Street
4
Jane Street
New York
$500K +$168K +3,588 +52%
UBS Group
5
UBS Group
Switzerland
$2.34K -$628K -13,404 -100%
Morgan Stanley
6
Morgan Stanley
New York
$48
Citadel Advisors
7
Citadel Advisors
Florida
-$296K -6,584 Closed

UTWY Hedge Fund Activity: Q3 2024 in Review

6 of the 6,966 institutional investors tracked by Wall St. Rank reported a position in US Treasury 20 Year Bond ETF (UTWY) for Q3 2024, worth a combined $4.61M — down 75% from $18.6M a quarter earlier.

Fund positioning in UTWY was balanced in Q3 2024: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 2 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $762K. The largest seller was Valtinson Bruner Financial Planning, cutting an estimated $14.9M.

  • 6 institutional investors held US Treasury 20 Year Bond ETF (UTWY) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $4.61M of US Treasury 20 Year Bond ETF stock for Q3 2024, down 75% quarter-over-quarter.
  • 1 fund opened new US Treasury 20 Year Bond ETF positions in Q3 2024 and 1 closed out, a net change of 0 holders.
  • The largest US Treasury 20 Year Bond ETF buyer in Q3 2024 was Susquehanna International Group, an estimated $762K added.
  • The largest US Treasury 20 Year Bond ETF seller in Q3 2024 was Valtinson Bruner Financial Planning, an estimated $14.9M sold.

Based on aggregated 13F filings for Q3 2024.