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US Treasury 2 Year Note ETF

45 hedge funds and large institutions have $128M invested in US Treasury 2 Year Note ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

10% more funds holding

Funds holding: 4145 (+4)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5.02% less ownership

Funds ownership: 46.41%41.4% (-5%)

16% less capital invested

Capital invested by funds: $152M → $128M (-$24.2M)

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
0.71%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
15
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FGG
26
Financial Guidance Group
Florida
$301K -$2.21K -46 -0.7%
SPC
27
Sigma Planning Corp
Michigan
$293K +$93.1K +1,937 +46%
IAA
28
Independent Advisor Alliance
North Carolina
$288K
Vontobel Holding
29
Vontobel Holding
Switzerland
$264K
EH
30
Equitable Holdings
New York
$253K +$253K +5,273 New
GF
31
Gries Financial
Ohio
$235K -$19.5K -405 -8%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$206K +$207K +4,299 New
HI
33
Harbour Investments
Wisconsin
$193K
CFB
34
Cullen/Frost Bankers
Texas
$168K
Simplex Trading
35
Simplex Trading
Illinois
$66K -$14.5K -302 -18%
Osaic Holdings
36
Osaic Holdings
Arizona
$58.5K
CA
37
Clearstead Advisors
Ohio
$57.5K +$28.8K +600 +100%
Wells Fargo
38
Wells Fargo
California
$48K +$48K +1,000 New
GI
39
Gradient Investments
Minnesota
$31.7K
WBC
40
West Branch Capital
Massachusetts
$24.6K +$240 +5 +1%
AF
41
Allworth Financial
California
$8.78K
FRA
42
Front Row Advisors
California
$4.79K
UBS Group
43
UBS Group
Switzerland
$3.4K +$3.41K +71 New
SS
44
Sunbelt Securities
Texas
$959 +$961 +20 New
DFA
45
DHJJ Financial Advisors
Illinois
$96 +$96 +2 New
Citadel Advisors
46
Citadel Advisors
Florida
-$903K -18,724 Closed
BFM
47
Boothbay Fund Management
New York
-$299K -6,200 Closed
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
-$294K -6,102 Closed
CA
49
Cetera Advisors
Colorado
-$256K -5,305 Closed
WP
50
WealthPLAN Partners
Nebraska
-$98.3K -2,038 Closed

UTWO Hedge Fund Activity: Q3 2023 in Review

45 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in US Treasury 2 Year Note ETF (UTWO) for Q3 2023, worth a combined $128M — down 16% from $152M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new UTWO positions and 7 closed out — a net gain of 4 holders — while 15 added to existing stakes and 10 trimmed.

The largest buyer was Stifel Financial, adding an estimated $2.18M. The largest seller was Private Advisor Group, cutting an estimated $16.2M.

  • 45 institutional investors held US Treasury 2 Year Note ETF (UTWO) as of Q3 2023, up from 41 in Q2 2023.
  • Funds reported $128M of US Treasury 2 Year Note ETF stock for Q3 2023, down 16% quarter-over-quarter.
  • 11 funds opened new US Treasury 2 Year Note ETF positions in Q3 2023 and 7 closed out, a net change of +4 holders.
  • The largest US Treasury 2 Year Note ETF buyer in Q3 2023 was Stifel Financial, an estimated $2.18M added.
  • The largest US Treasury 2 Year Note ETF seller in Q3 2023 was Private Advisor Group, an estimated $16.2M sold.

Based on aggregated 13F filings for Q3 2023.