F/M US Treasury 20 Year BondUTWYETF
13F holders, Q2 2024 (June 30)6holders +2
2new positions
0sold out
1famous investor
$45.03avg. 13F price*
At the end of Q2 2024, 6 institutions reported holding F/M US Treasury 20 Year Bond (UTWY) in their 13F filings, up 2 from Q1 2024. 2 opened new positions and 0 sold out. The largest holders were Valtinson Bruner Financial Planning LLC ($16.4M), J.W. Cole Advisors, Inc. ($1.0M) and UBS Group AG ($606K). 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 (Q2 2024)
- CUSIP
- 74933W544
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.6M |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 230,667 shares bought and 55,705 shares sold, net +174,962 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Valtinson Bruner Financial Planning LLC | 6.50% | Add +115.0% | 363,749 | $16.4M |
| J.W. Cole Advisors, Inc. | 0.05% | New | 22,625 | $1.0M |
| UBS Group AG | 0.00% | New | 13,453 | $606K |
| Jane Street Group, LLC | 0.00% | Reduce -86.4% | 6,865 | $309K |
| Citadel Advisors | 0.00% | Reduce -64.5% | 6,584 | $296K |
| Morgan Stanley | 0.00% | No change | 1 | $45 |
"% 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.