Who Owns UFIV?
US Treasury 5 Year Note ETF — Institutional Ownership & 13F Holdings
$48.98
+0.08 (+0.16%)
Market Cap
$45.0M
Shares Outstanding
911,775
Institutional Holders
18
Total Inst. Value
$80.2M
% of Float Held
—
QoQ Holder Change
+9
Institutional data as of Q1 2025
New Positions
8
Closed Positions
5
Increased
3
Decreased
5
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | L & S Advisors Inc | $34.4M | 34,764,000 |
| 2 | Advocacy Wealth Management, LLC | $17.5M | 359,016 |
| 3 | Foguth Wealth Management, LLC.New | $10.0M | 204,113 |
| 4 | Signal Advisors Wealth, LLC | $9.5M | 194,460 |
| 5 | Janney Montgomery Scott LLCNew | $2.9M | 58,946 |
| 6 | FLOW TRADERS U.S. LLC | $1.9M | 39,056 |
| 7 | CENTRAL TRUST CoNew | $1.6M | 32,035 |
| 8 | THOROUGHBRED FINANCIAL SERVICES, LLC | $1.2M | 25,294 |
| 9 | F/m Investments LLC | $373K | 7,636 |
| 10 | GOLDMAN SACHS GROUP INCNew | $262K | 5,356 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Foguth Wealth Management, LLC.New | +204K | $10.0M |
| Signal Advisors Wealth, LLC | +50K | $9.5M |
| Janney Montgomery Scott LLCNew | +59K | $2.9M |
| FLOW TRADERS U.S. LLC | +10K | $1.9M |
| CENTRAL TRUST CoNew | +32K | $1.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| L & S Advisors Inc | -10.6M | $34.4M |
| CITADEL ADVISORS LLC | -37K | $2K |
| THOROUGHBRED FINANCIAL SERVICES, LLC | -8K | $1.2M |
| Advocacy Wealth Management, LLC | -3K | $17.5M |
| HUNTINGTON NATIONAL BANK | -49 | $93K |
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Frequently Asked Questions
How many institutional investors hold UFIV?
As of Q1 2025, 18 institutional investors report holding UFIV (US Treasury 5 Year Note ETF) in their 13F filings.
Which hedge fund owns the most UFIV?
The largest institutional holder of UFIV is L & S Advisors Inc with $34.4M in shares.
Are institutions buying or selling UFIV?
This quarter, 8 institutions opened new positions in UFIV and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.