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US Treasury 2 Year Note ETF
UTWO

38 hedge funds and large institutions have $139M invested in US Treasury 2 Year Note ETF in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 4

333% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 3

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

131% more capital invested

Capital invested by funds: $60.5M → $139M (+$79M)

90% more funds holding

Funds holding: 20 → 38 (+18)

9.52% more ownership

Funds ownership: 34.53% → 44.05% (+9.5%)

Holders
38
Holders Change
+18
Holders Change %
+90%
% of All Funds
0.61%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
22
Increased
13
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BIG
Boothe Investment Group
Delaware
+$29M
2
PAG
Private Advisor Group
New Jersey
+$16.7M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.14M
4
LPL Financial
LPL Financial
California
+$4.2M
5
Jane Street
Jane Street
New York
+$4.12M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$1.02M
2
Belvedere Trading
Belvedere Trading
Illinois
-$278K
3
CCM
Crew Capital Management
Ohio
-$249K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$233K
5
MCC
Money Concepts Capital
Florida
-$91.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$291K -$1.02M -20,800 -78%
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$279K +$277K +5,666 New
CA
28
Cetera Advisors
Colorado
$261K +$19.6K +400 +8%
FGG
29
Financial Guidance Group
Florida
$222K +$221K +4,524 New
HI
30
Harbour Investments
Wisconsin
$198K +$1.32K +27 +0.7%
WP
31
WealthPLAN Partners
Nebraska
$100K +$99.6K +2,038 New
Osaic Holdings
32
Osaic Holdings
Arizona
$60K +$9.78K +200 +20%
AWM
33
Avior Wealth Management
Nebraska
$50.1K +$538 +11 +1%
Simplex Trading
34
Simplex Trading
Illinois
$39K +$39.5K +808 New
GI
35
Gradient Investments
Minnesota
$32.5K +$32.4K +662 New
CA
36
Clearstead Advisors
Ohio
$29.5K +$29.3K +600 New
WBC
37
West Branch Capital
Massachusetts
$24.7K +$24.5K +502 New
BAM
38
Belpointe Asset Management
Nevada
$22.9K -$12.7K -260 -36%
Belvedere Trading
39
Belvedere Trading
Illinois
– -$278K -5,700 Closed
CCM
40
Crew Capital Management
Ohio
– -$249K -5,110 Closed
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
– -$233K -4,779 Closed
MCC
42
Money Concepts Capital
Florida
– -$91.8K -1,880 Closed
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UTWO Hedge Fund Activity: Q1 2023 in Review

38 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in US Treasury 2 Year Note ETF (UTWO) for Q1 2023, worth a combined $139M — up 131% from $60.5M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new UTWO positions and 4 closed out — a net gain of 18 holders — while 13 added to existing stakes and 3 trimmed.

The largest buyer was Boothe Investment Group, opening a new position worth an estimated $29M. The largest seller was Goldman Sachs, cutting an estimated $1.02M.

  • 38 institutional investors held US Treasury 2 Year Note ETF (UTWO) as of Q1 2023, up from 20 in Q4 2022.
  • Funds reported $139M of US Treasury 2 Year Note ETF stock for Q1 2023, up 131% quarter-over-quarter.
  • 22 funds opened new US Treasury 2 Year Note ETF positions in Q1 2023 and 4 closed out, a net change of +18 holders.
  • The largest US Treasury 2 Year Note ETF buyer in Q1 2023 was Boothe Investment Group, an estimated $29M added.
  • The largest US Treasury 2 Year Note ETF seller in Q1 2023 was Goldman Sachs, an estimated $1.02M sold.

Based on aggregated 13F filings for Q1 2023.