F/M US Treasury 20 Year BondUTWYETF
13F holders, Q4 2024 (December 31)7holders +1
1new positions
1sold out
1famous investor
$43.41avg. 13F price*
At the end of Q4 2024, 7 institutions reported holding F/M US Treasury 20 Year Bond (UTWY) in their 13F filings, up 1 from Q3 2024. 1 opened new positions and 1 sold out. The largest holders were AssuredPartners Investment Advisors, LLC ($3.8M), Susquehanna International Group, LLP ($2.6M) and J.W. Cole Advisors, Inc. ($1.1M). 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 (Q4 2024)
- CUSIP
- 74933W544
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $279K |
| Exits | 1 | $500K |
All 13F filers, Q3 2024 → Q4 2024: 51,175 shares bought and 50,405 shares sold, net +770 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| AssuredPartners Investment Advisors, LLC | 0.74% | — | 87,458 | $3.8M |
| Susquehanna International Group, LLP | 0.00% | Add +265.2% | 59,391 | $2.6M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +7.1% | 24,503 | $1.1M |
| Valtinson Bruner Financial Planning LLC | 0.10% | Reduce -85.7% | 6,694 | $291K |
| Citadel Advisors | 0.00% | New | 6,416 | $279K |
| UBS Group AG | 0.00% | Reduce -12.2% | 43 | $2K |
| Morgan Stanley | 0.00% | No change | 1 | $43 |
"% 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.