Who Owns US Treasury 20 Year Bond ETF (UTWY)?Hedge Fund & Institutional Holders
Institutional Holders
12
as of Q4 2025
Total Institutional Value
$123600028500035993600.0T
% of Float Held
—
QoQ Change in Holders
+6 / -0
Price History
UTWY — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| J.W. COLE ADVISORS, INC. | New Position | +28K | +$1.2B |
| Valtinson Bruner Financial Planning LLC | New Position | +7K | +$285.0M |
| Spire Wealth Management | New Position | +850 | +$36.0M |
| UBS Group AG | Increased | +1 | +$11K |
| Tower Research Capital LLC (TRC) | New Position | +3K | +$0 |
| DHJJ Financial Advisors, Ltd. | New Position | +5 | +$0 |
| COMMONWEALTH EQUITY SERVICES, LLC | New Position | +5K | +$0 |
| FLOW TRADERS U.S. LLC | Increased | +371 | +$-248K |
| CITADEL ADVISORS LLC | Increased | +17K | +$-257.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Increased | +377 | +$-643.9M |
UTWY — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| JANE STREET GROUP, LLC | Decreased | -12K | -$839.8M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | J.W. COLE ADVISORS, INC. | 28,436 | $1.2B | 0.03% | Share |
| 2 | Valtinson Bruner Financial Planning LLC | 6,563 | $285.0M | 0.08% | Share |
| 3 | Spire Wealth Management | 850 | $36.0M | 0.00% | Share |
| 4 | UBS Group AG | 46 | $2.0M | 0.00% | Share |
| 5 | DHJJ Financial Advisors, Ltd. | 5 | $0 | 0.00% | Share |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 4,687 | $0 | 0.00% | Share |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,942 | $0 | 0.00% | Share |
| 8 | JANE STREET GROUP, LLC | 7,248 | $0 | 0.00% | Share |
| 9 | Tower Research Capital LLC (TRC) | 3,486 | $0 | 0.00% | Share |
| 10 | CITADEL ADVISORS LLC | 22,494 | $0 | 0.00% | Share |
| 11 | MORGAN STANLEY | 1 | $0 | 0.00% | Share |
| 12 | FLOW TRADERS U.S. LLC | 5,986 | $0 | 0.00% | Share |
UTWY Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 12 | $1.6B | +6 |
| Q3 2025 | 6 | $1.7B | -1 |
| Q2 2025 | 7 | $2.9B | -2 |
| Q1 2025 | 9 | $7.0B | +1 |
| Q4 2024 | 8 | $8.0B | +2 |
| Q3 2024 | 6 | $501.9B | +0 |
| Q2 2024 | 6 | $311.0B | +2 |
| Q1 2024 | 4 | $2.3T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 12 institutional investors hold UTWY (US Treasury 20 Year Bond ETF). The largest holder is J.W. COLE ADVISORS, INC. with $1.2B in shares. This quarter, 6 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own UTWY?
As of Q4 2025, 12 institutional investors report holding UTWY (US Treasury 20 Year Bond ETF) in their 13F filings.
Who is the largest institutional holder of UTWY?
The largest institutional holder of UTWY is J.W. COLE ADVISORS, INC. with $1.2B in shares.
Is institutional ownership of UTWY increasing or decreasing?
This quarter, 6 institutions opened new positions in UTWY and 0 closed their positions.