F/M US Treasury 20 Year BondUTWYETF
13F holders, Q1 2025 (March 31)9holders +2
3new positions
1sold out
1famous investor
$44.82avg. 13F price*
At the end of Q1 2025, 9 institutions reported holding F/M US Treasury 20 Year Bond (UTWY) in their 13F filings, up 2 from Q4 2024. 3 opened new positions and 1 sold out. The largest holders were AssuredPartners Investment Advisors, LLC ($3.0M), Citadel Advisors ($1.4M) and J.W. Cole Advisors, Inc. ($1.2M). 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 2025)
- CUSIP
- 74933W544
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $695K |
| Exits | 1 | $2K |
All 13F filers, Q4 2024 → Q1 2025: 42,762 shares bought and 71,040 shares sold, net −28,278 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| AssuredPartners Investment Advisors, LLC | 0.58% | Reduce -22.8% | 67,533 | $3.0M |
| Citadel Advisors | 0.00% | Add +378.3% | 30,688 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +12.2% | 27,493 | $1.2M |
| Jane Street Group, LLC | 0.00% | New | 14,725 | $660K |
| Susquehanna International Group, LLP | 0.00% | Reduce -85.6% | 8,554 | $383K |
| Valtinson Bruner Financial Planning LLC | 0.10% | Reduce -3.5% | 6,459 | $289K |
| Realta Investment Advisors | 0.02% | New | 770 | $35K |
| DHJJ Financial Advisors, Ltd. | 0.00% | New | 5 | $225 |
| 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.