F/M US Treasury 20 Year BondUTWYETF

13F holders, Q1 2024 (March 31)
4holders
1famous investor
$46.20avg. 13F price*

At the end of Q1 2024, 4 institutions reported holding F/M US Treasury 20 Year Bond (UTWY) in their 13F filings. The largest holders were Valtinson Bruner Financial Planning LLC ($7.8M), Jane Street Group, LLC ($2.3M) and Citadel Advisors ($856K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
F/M US Treasury 20 Year Bond
Filed as
RBB FD INC (Q1 2024)
CUSIP
74933W544
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q1 2024: 4Q1 2024Q2 2024: 6Q2 2024Q3 2024: 6Q3 2024Q4 2024: 7Q4 2024Q1 2025: 9Q1 2025Q2 2025: 8Q2 2025Q3 2025: 9Q3 2025Q4 2025: 12Q4 2025Q1 2026: 11Q1 2026Q2 2026: 12Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions2$8.7M
Exits3$335K

Ownership 4 holders

Valtinson Bruner Financial Planning LLC 3.33% New 169,160 $7.8M
Jane Street Group, LLC 0.00% Add +103.5% 50,616 $2.3M
Citadel Advisors 0.00% New 18,538 $856K
Morgan Stanley 0.00% No change 1 $46

"% of holder's portfolio" is UTWY's weight in each manager's 13F, not the share of F/M US Treasury 20 Year Bond the manager owns.