F/M US TREASURY 3 YEAR NOTE (UTRE) Institutional Ownership Changes & 13F Activity
F/M US TREASURY 3 YEAR NOTE (UTRE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Citadel Advisors Llc, Crew Capital Management, Ltd, Wealthplan Investment Management, Llc, Perspective Wealth Advisors Llc, and Susquehanna International Group, Llp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +8,062 | +47.3% | 25,094 | $1.23M | Q2 2026 | Sep 02, 2026 |
| Susquehanna International Group, Llp | Sell | -3,005 | -34.6% | 5,686 | $278.85K | Q2 2026 | Aug 14, 2026 |
| Curran Financial Partners, Llc | Sell | -682 | -3.6% | 18,008 | $883.13K | Q2 2026 | Aug 12, 2026 |
| F/M Investments Llc | Buy | +62 | +1.0% | 6,414 | $314.54K | Q2 2026 | Aug 05, 2026 |
| Crew Capital Management, Ltd | Buy | +6,070 | +27.2% | 28,377 | $1.39M | Q2 2026 | Aug 03, 2026 |
| Tower Research Capital Llc (Trc) | Sell | -1,411 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Sell | -2 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Perspective Wealth Advisors Llc | Sell | -4,065 | -100.0% | 0 | $0.00 | Q2 2026 | May 08, 2026 |
| Wealthplan Investment Management, Llc | Sell | -5,060 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 29, 2026 |
Frequently asked questions about UTRE activity
Which institutional owners are buying UTRE?
Institutional owners buying UTRE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in UTRE activity?
"Buy" means an investor increased their reported position in UTRE compared to the prior reporting period. This reflects growing exposure to F/M US TREASURY 3 YEAR NOTE (UTRE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in UTRE increasing?
Institutional interest in UTRE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.