UTRE Institutional Ownership
US Treasury 3 Year Note ETF
1W: -0.0%
1M: -1.4%
3M: -2.2%
YTD: -3.1%
1Y: -3.1%
3Y: +8.2%
$48.02
-0.07 (-0.15%)
Weekly Expected Move ±0.4%
$48
$48
$48
$48
$48
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — UTRE
12
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
4M
Total Invested
0
New Positions
3
Increased
6
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (13 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Crew Capital Management, Ltd | 28,377 | 1M | +6,070 | +27.2% | 5Q | SEC ↗ |
| 2 | CITADEL ADVISORS LLC | 25,094 | 1M | +8,062 | +47.3% | 2Q | SEC ↗ |
| 3 | Curran Financial Partners, LLC | 18,008 | 865K | -682 | -3.6% | 8Q | SEC ↗ |
| 4 | F/m Investments LLC | 6,414 | 308K | +62 | +1.0% | 7Q | SEC ↗ |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5,686 | 273K | -3,005 | -34.6% | 2Q | SEC ↗ |
| 6 | CENTRAL TRUST Co | 1,700 | 82K | — | +0.0% | 6Q | SEC ↗ |
| 7 | UBS Group AG | 174 | 8K | — | +0.0% | 6Q | SEC ↗ |
| 8 | MORGAN STANLEY | 1 | 0K | — | +0.0% | 10Q | SEC ↗ |
| 9 | Tower Research Capital LLC (TRC) | 0 | 0K | -1,411 | -100.0% | 2Q | SEC ↗ |
| 10 | PERSPECTIVE WEALTH ADVISORS LLC | 0 | 0K | -4,065 | -100.0% | 2Q | SEC ↗ |
| 11 | Advisory Services Network, LLC | 0 | 0K | -2 | -100.0% | 1Q | SEC ↗ |
| 12 | WealthPlan Investment Management, LLC | 0 | 0K | -5,060 | -100.0% | 4Q | SEC ↗ |
| 13 | PLANWISER FINANCIAL, LLC | 0 | 0K | -4,058 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| WealthPlan Investment Management, L | 5,060 | 243K |
| PERSPECTIVE WEALTH ADVISORS LLC | 4,065 | 195K |
| PLANWISER FINANCIAL, LLC | 4,058 | 195K |
| Tower Research Capital LLC (TRC) | 1,411 | 68K |
| Advisory Services Network, LLC | 2 | 0K |
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | +8,062 | +47.3% | 25,094 |
| Crew Capital Management, Ltd | +6,070 | +27.2% | 28,377 |
| F/m Investments LLC | +62 | +1.0% | 6,414 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -3,005 | -34.6% | 5,686 |
| Curran Financial Partners, LLC | -682 | -3.6% | 18,008 |