Who Owns UTWY?
US Treasury 20 Year Bond ETF — Institutional Ownership & 13F Holdings
$42.50
+0.06 (+0.13%)
Market Cap
$9.0M
Shares Outstanding
198,003
Institutional Holders
9
Total Inst. Value
$5.6M
% of Float Held
—
QoQ Holder Change
+5
Institutional data as of Q1 2025
New Positions
3
Closed Positions
2
Increased
2
Decreased
3
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | AssuredPartners Investment Advisors, LLC | $3.0M | 67,533 |
| 2 | J.W. COLE ADVISORS, INC. | $1.2M | 27,493 |
| 3 | JANE STREET GROUP, LLCNew | $660K | 14,725 |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $383K | 8,554 |
| 5 | Valtinson Bruner Financial Planning LLC | $289K | 6,459 |
| 6 | Realta Investment AdvisorsNew | $35K | 770 |
| 7 | CITADEL ADVISORS LLC | $1K | 30,688 |
| 8 | DHJJ Financial Advisors, Ltd.New | $225 | 5 |
| 9 | MORGAN STANLEY | $0 | 1 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| J.W. COLE ADVISORS, INC. | +3K | $1.2M |
| JANE STREET GROUP, LLCNew | +15K | $660K |
| Realta Investment AdvisorsNew | +770 | $35K |
| CITADEL ADVISORS LLC | +24K | $1K |
| DHJJ Financial Advisors, Ltd.New | +5 | $225 |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -51K | $383K |
| AssuredPartners Investment Advisors, LLC | -20K | $3.0M |
| Valtinson Bruner Financial Planning LLC | -235 | $289K |
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Frequently Asked Questions
How many institutional investors hold UTWY?
As of Q1 2025, 9 institutional investors report holding UTWY (US Treasury 20 Year Bond ETF) in their 13F filings.
Which hedge fund owns the most UTWY?
The largest institutional holder of UTWY is AssuredPartners Investment Advisors, LLC with $3.0M in shares.
Are institutions buying or selling UTWY?
This quarter, 3 institutions opened new positions in UTWY and 2 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.