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US Treasury 2 Year Note ETF
UTWO

41 hedge funds and large institutions have $152M invested in US Treasury 2 Year Note ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 7

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

9% more capital invested

Capital invested by funds: $139M → $152M (+$12.6M)

8% more funds holding

Funds holding: 38 → 41 (+3)

2.36% more ownership

Funds ownership: 44.05% → 46.41% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
0.64%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
19
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$13M
2
SWA
Stratos Wealth Advisors
Ohio
+$4.68M
3
PAG
Private Advisor Group
New Jersey
+$3.31M
4
LPL Financial
LPL Financial
California
+$2.39M
5
BIG
Boothe Investment Group
Delaware
+$745K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.83M
2
BCM
Brookstone Capital Management
Illinois
-$2.24M
3
TI
Tidal Investments
Wisconsin
-$1.58M
4
NA
NewEdge Advisors
Louisiana
-$936K
5
SWM
SFG Wealth Management
Maryland
-$515K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
Cetera Advisors
Colorado
$256K – – –
GF
27
Gries Financial
Ohio
$256K -$433K -8,880 -63%
MML Investors Services
28
MML Investors Services
Massachusetts
$206K +$208K +4,271 New
SPC
29
Sigma Planning Corp
Michigan
$202K +$204K +4,177 New
HI
30
Harbour Investments
Wisconsin
$194K – – –
CFB
31
Cullen/Frost Bankers
Texas
$169K +$171K +3,500 New
WP
32
WealthPLAN Partners
Nebraska
$98.3K – – –
Simplex Trading
33
Simplex Trading
Illinois
$81K +$43.1K +884 +109%
MIH
34
Meitav Investment House
Israel
$70.9K +$71.7K +1,470 New
Osaic Holdings
35
Osaic Holdings
Arizona
$58.9K – – –
AWM
36
Avior Wealth Management
Nebraska
$49.7K +$488 +10 +1%
GI
37
Gradient Investments
Minnesota
$31.9K – – –
CA
38
Clearstead Advisors
Ohio
$28.9K – – –
WBC
39
West Branch Capital
Massachusetts
$24.4K +$244 +5 +1%
AF
40
Allworth Financial
California
$8.83K +$8.92K +183 New
FRA
41
Front Row Advisors
California
$5K +$4.88K +100 New
BCM
42
Brookstone Capital Management
Illinois
– -$2.24M -45,825 Closed
TI
43
Tidal Investments
Wisconsin
– -$1.58M -32,154 Closed
SWM
44
SFG Wealth Management
Maryland
– -$515K -10,472 Closed
Goldman Sachs
45
Goldman Sachs
New York
– -$291K -5,928 Closed
BAM
46
Belpointe Asset Management
Nevada
– -$22.9K -466 Closed
1
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UTWO Hedge Fund Activity: Q2 2023 in Review

41 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in US Treasury 2 Year Note ETF (UTWO) for Q2 2023, worth a combined $152M — up 9% from $139M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new UTWO positions and 5 closed out — a net gain of 3 holders — while 19 added to existing stakes and 7 trimmed.

The largest buyer was Jane Street, adding an estimated $13M. The largest seller was Susquehanna International Group, cutting an estimated $4.83M.

  • 41 institutional investors held US Treasury 2 Year Note ETF (UTWO) as of Q2 2023, up from 38 in Q1 2023.
  • Funds reported $152M of US Treasury 2 Year Note ETF stock for Q2 2023, up 9% quarter-over-quarter.
  • 8 funds opened new US Treasury 2 Year Note ETF positions in Q2 2023 and 5 closed out, a net change of +3 holders.
  • The largest US Treasury 2 Year Note ETF buyer in Q2 2023 was Jane Street, an estimated $13M added.
  • The largest US Treasury 2 Year Note ETF seller in Q2 2023 was Susquehanna International Group, an estimated $4.83M sold.

Based on aggregated 13F filings for Q2 2023.