US Treasury 20 Year Bond ETF
UTWY
7 hedge funds and large institutions have $8.01M invested in US Treasury 20 Year Bond ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
74% more capital invested
Capital invested by funds: $4.61M → $8.01M (+$3.4M)
48.49% more ownership
Funds ownership: 13.01% → 61.5% (+48%)
17% more funds holding
Funds holding: 6 → 7 (+1)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.95M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$290K |
| 3 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$73.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
-$1.8M |
| 2 |
Jane Street
New York
|
-$500K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$271 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIA
1
AssuredPartners Investment Advisors
Tampa,
Florida
| $3.8M | +$3.95M | +87,458 | New |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $2.58M | +$1.95M | +43,128 | +265% |
|
|
JWCA
3
J.W. Cole Advisors
Tampa,
Florida
| $1.06M | +$73.6K | +1,631 | +7% |
|
|
VBFP
4
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $291K | -$1.8M | -39,946 | -86% |
|
|
5
Citadel Advisors
Miami,
Florida
| $279K | +$290K | +6,416 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $1.87K | -$271 | -6 | -12% |
|
7
Morgan Stanley
New York
| $43 | – | – | – |
|
|
8
Jane Street
New York
| – | -$500K | -10,453 | Closed |
|
UTWY Hedge Fund Activity: Q4 2024 in Review
7 of the 7,594 institutional investors tracked by Wall St. Rank reported a position in US Treasury 20 Year Bond ETF (UTWY) for Q4 2024, worth a combined $8.01M — up 74% from $4.61M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new UTWY positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $1.95M. The largest seller was Valtinson Bruner Financial Planning, cutting an estimated $1.8M.
- 7 institutional investors held US Treasury 20 Year Bond ETF (UTWY) as of Q4 2024, up from 6 in Q3 2024.
- Funds reported $8.01M of US Treasury 20 Year Bond ETF stock for Q4 2024, up 74% quarter-over-quarter.
- 2 funds opened new US Treasury 20 Year Bond ETF positions in Q4 2024 and 1 closed out, a net change of +1 holder.
- The largest US Treasury 20 Year Bond ETF buyer in Q4 2024 was Susquehanna International Group, an estimated $1.95M added.
- The largest US Treasury 20 Year Bond ETF seller in Q4 2024 was Valtinson Bruner Financial Planning, an estimated $1.8M sold.
Based on aggregated 13F filings for Q4 2024.