F/M US Treasury 3 Year NoteUTREETF
13F holders, Q4 2024 (December 31)5holders
1new positions
1sold out
1famous investor
$48.89avg. 13F price*
At the end of Q4 2024, 5 institutions reported holding F/M US Treasury 3 Year Note (UTRE) in their 13F filings, unchanged from Q3 2024. 1 opened new positions and 1 sold out. The largest holders were Citadel Advisors ($1.1M), Curran Financial Partners, LLC ($607K) and F/m Investments LLC ($249K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- F/M US Treasury 3 Year Note
- Filed as
- RBB FD INC (Q4 2024)
- CUSIP
- 74933W494
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $249K |
| Exits | 1 | $11K |
All 13F filers, Q3 2024 → Q4 2024: 7,067 shares bought and 3,264 shares sold, net +3,803 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Citadel Advisors | 0.00% | Add +9.4% | 22,958 | $1.1M |
| Curran Financial Partners, LLC | 0.16% | Reduce -15.4% | 12,417 | $607K |
| F/m Investments LLC | 0.01% | New | 5,093 | $249K |
| Revolve Wealth Partners, LLC | 0.03% | Reduce -14.0% | 4,809 | $235K |
| Morgan Stanley | 0.00% | No change | 1 | $49 |
"% of holder's portfolio" is UTRE's weight in each manager's 13F, not the share of F/M US Treasury 3 Year Note the manager owns.