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UTWY Institutional Ownership

US Treasury 20 Year Bond ETF
1W: -1.5% 1M: -4.8% 3M: -8.2% YTD: -9.5% 1Y: -11.0% 3Y: -1.6%
$39.00
-0.12 (-0.30%)
 
Weekly Expected Move ±1.3%
$38 $39 $39 $39 $40
ETF NASDAQ · AUM $8.1M

Institutional Ownership — UTWY

13
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
4M
Total Invested
2
New Positions
2
Increased
7
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (14 total)

# Holder Shares Value Change Change % Holding Period Filing
1 J.W. COLE ADVISORS, INC. 29,573 1M +818 +2.8% 9Q SEC ↗
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP 13,744 536K -1,198 -8.0% 8Q SEC ↗
3 Advocacy Wealth Management, LLC NEW 11,800 460K — +0.0% 1Q SEC ↗
4 Tower Research Capital LLC (TRC) 9,550 372K -1,037 -9.8% 3Q SEC ↗
5 JANE STREET GROUP, LLC 8,590 335K -10,503 -55.0% 6Q SEC ↗
6 Valtinson Bruner Financial Planning LL 6,305 246K -288 -4.4% 10Q SEC ↗
7 CITADEL ADVISORS LLC 5,994 234K -15,216 -71.7% 4Q SEC ↗
8 FLOW TRADERS U.S. LLC 5,804 226K -187 -3.1% 5Q SEC ↗
9 COMMONWEALTH EQUITY SERVICES, LLC 5,626 219K +444 +8.6% 3Q SEC ↗
10 Crews Bank & Trust NEW 100 4K — +0.0% 1Q SEC ↗
11 DHJJ Financial Advisors, Ltd. 5 0K — +0.0% 6Q SEC ↗
12 MORGAN STANLEY 1 0K — +0.0% 11Q SEC ↗
13 UBS Group AG 0 0K -46 -100.0% 2Q SEC ↗
14 Spire Wealth Management 0 0K -250 -100.0% 2Q SEC ↗

Recent Activity

New Positions (2)
HolderSharesValue
Advocacy Wealth Management, LLC 11,800 460K
Crews Bank & Trust 100 4K
Sold Out (2)
HolderPrev SharesPrev Value
Spire Wealth Management 250 10K
UBS Group AG 46 2K
Biggest Increases (2)
HolderAddedChange %Total Shares
J.W. COLE ADVISORS, INC. +818 +2.8% 29,573
COMMONWEALTH EQUITY SERVICES, LLC +444 +8.6% 5,626
Biggest Decreases (6)
HolderReducedChange %Total Shares
CITADEL ADVISORS LLC -15,216 -71.7% 5,994
JANE STREET GROUP, LLC -10,503 -55.0% 8,590
SUSQUEHANNA INTERNATIONAL GROUP, LL -1,198 -8.0% 13,744
Tower Research Capital LLC (TRC) -1,037 -9.8% 9,550
Valtinson Bruner Financial Planning -288 -4.4% 6,305
FLOW TRADERS U.S. LLC -187 -3.1% 5,804

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms