Who Owns UTRE?
US Treasury 3 Year Note ETF — Institutional Ownership & 13F Holdings
$49.32
+0.00 (+0.00%)
Market Cap
$10.5M
Shares Outstanding
199,690
Institutional Holders
8
Total Inst. Value
$2.4M
% of Float Held
—
QoQ Holder Change
+3
Institutional data as of Q1 2025
New Positions
4
Closed Positions
1
Increased
0
Decreased
1
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | CITADEL ADVISORS LLC | $764K | 15,428 |
| 2 | Curran Financial Partners, LLCNew | $566K | 11,428 |
| 3 | CENTRAL TRUST CoNew | $347K | 7,000 |
| 4 | F/m Investments LLC | $252K | 5,093 |
| 5 | Revolve Wealth Partners, LLC | $238K | 4,809 |
| 6 | JANE STREET GROUP, LLCNew | $229K | 4,628 |
| 7 | UBS Group AGNew | $9K | 174 |
| 8 | MORGAN STANLEY | $0 | 1 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Curran Financial Partners, LLCNew | +11K | $566K |
| CENTRAL TRUST CoNew | +7K | $347K |
| JANE STREET GROUP, LLCNew | +5K | $229K |
| UBS Group AGNew | +174 | $9K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| CITADEL ADVISORS LLC | -8K | $764K |
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Frequently Asked Questions
How many institutional investors hold UTRE?
As of Q1 2025, 8 institutional investors report holding UTRE (US Treasury 3 Year Note ETF) in their 13F filings.
Which hedge fund owns the most UTRE?
The largest institutional holder of UTRE is CITADEL ADVISORS LLC with $764K in shares.
Are institutions buying or selling UTRE?
This quarter, 4 institutions opened new positions in UTRE and 1 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.