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US Treasury 2 Year Note ETF

59 hedge funds and large institutions have $176M invested in US Treasury 2 Year Note ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

38% more capital invested

Capital invested by funds: $128M → $176M (+$48.3M)

31% more funds holding

Funds holding: 4559 (+14)

4.74% more ownership

Funds ownership: 41.4%46.14% (+4.7%)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
59
Holders Change
+14
Holders Change %
+31.11%
% of All Funds
0.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
19
Increased
17
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
26
Thoroughbred Financial Services
Tennessee
$981K +$69.9K +1,456 +8%
AAS
27
Avantax Advisory Services
Texas
$799K +$793K +16,528 New
SWP
28
Stratos Wealth Partners
Ohio
$666K -$67.5K -1,406 -9%
WAP
29
Wealthcare Advisory Partners
Pennsylvania
$658K +$187K +3,900 +40%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$510K
SIG
31
Spinnaker Investment Group
California
$497K +$55.1K +1,147 +13%
CAN
32
Cetera Advisor Networks
California
$484K +$50.2K +1,045 +12%
RWM
33
Ritholtz Wealth Management
New York
$426K +$423K +8,813 New
EH
34
Equitable Holdings
New York
$390K +$135K +2,804 +53%
FGG
35
Financial Guidance Group
Florida
$302K -$1.2K -25 -0.4%
Wells Fargo
36
Wells Fargo
California
$301K +$251K +5,231 +523%
RWP
37
Revolve Wealth Partners
New Jersey
$276K +$274K +5,701 New
Vontobel Holding
38
Vontobel Holding
Switzerland
$271K +$4.8K +100 +2%
MSA
39
Marino Stram & Associates
Massachusetts
$264K +$262K +5,451 New
MML Investors Services
40
MML Investors Services
Massachusetts
$261K -$96.2K -2,003 -27%
AFP
41
Alpha Financial Partners
Kentucky
$257K -$809K -16,859 -76%
Belvedere Trading
42
Belvedere Trading
Illinois
$256K +$255K +5,306 New
GF
43
Gries Financial
Ohio
$237K
KA
44
Kovack Advisors
Florida
$219K +$217K +4,526 New
HI
45
Harbour Investments
Wisconsin
$180K -$14.4K -300 -7%
CFB
46
Cullen/Frost Bankers
Texas
$169K
PA
47
Parallel Advisors
California
$161K -$193K -4,024 -55%
LC
48
Lindbrook Capital
California
$96.7K +$96K +2,000 New
BFEC
49
Benjamin F. Edwards & Company
Missouri
$34K +$33.7K +703 New
GI
50
Gradient Investments
Minnesota
$32K

UTWO Hedge Fund Activity: Q4 2023 in Review

59 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in US Treasury 2 Year Note ETF (UTWO) for Q4 2023, worth a combined $176M — up 38% from $128M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new UTWO positions and 5 closed out — a net gain of 14 holders — while 17 added to existing stakes and 16 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $13.8M. The largest seller was Private Advisor Group, cutting an estimated $5.03M.

  • 59 institutional investors held US Treasury 2 Year Note ETF (UTWO) as of Q4 2023, up from 45 in Q3 2023.
  • Funds reported $176M of US Treasury 2 Year Note ETF stock for Q4 2023, up 38% quarter-over-quarter.
  • 19 funds opened new US Treasury 2 Year Note ETF positions in Q4 2023 and 5 closed out, a net change of +14 holders.
  • The largest US Treasury 2 Year Note ETF buyer in Q4 2023 was Commonwealth Equity Services, an estimated $13.8M added.
  • The largest US Treasury 2 Year Note ETF seller in Q4 2023 was Private Advisor Group, an estimated $5.03M sold.

Based on aggregated 13F filings for Q4 2023.