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US Treasury 2 Year Note ETF
UTWO

57 hedge funds and large institutions have $162M invested in US Treasury 2 Year Note ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.4% more ownership

Funds ownership: 46.14% → 47.54% (+1.4%)

5% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 19

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

3% less funds holding

Funds holding: 59 → 57 (-2)

8% less capital invested

Capital invested by funds: $176M → $162M (-$14.6M)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
57
Holders Change
-2
Holders Change %
-3.39%
% of All Funds
0.82%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
11
Increased
20
Reduced
19
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.88M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.13M
3
KDA
Kraft Davis & Associates
Missouri
+$2.57M
4
RWM
Ritholtz Wealth Management
New York
+$2.06M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.84M

Top Sellers

Rank Fund Capital Flow
1
BIG
Boothe Investment Group
Delaware
-$6.51M
2
W
Wealthquest
Ohio
-$3.97M
3
Jane Street
Jane Street
New York
-$3.44M
4
BRWA
B. Riley Wealth Advisors
Florida
-$3.2M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
26
Equitable Holdings
New York
$572K +$184K +3,810 +47%
FMI
27
F/M Investments
District of Columbia
$552K -$2.83M -58,644 -84%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$509K +$510K +10,576 New
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$508K – – –
SIG
30
Spinnaker Investment Group
California
$498K +$3.37K +70 +0.7%
IFG
31
Independent Financial Group
California
$449K -$795K -16,508 -64%
CAN
32
Cetera Advisor Networks
California
$380K -$102K -2,120 -21%
MML Investors Services
33
MML Investors Services
Massachusetts
$325K +$65.4K +1,358 +25%
MSA
34
Marino Stram & Associates
Massachusetts
$321K +$59.4K +1,232 +23%
FGG
35
Financial Guidance Group
Florida
$297K -$3.81K -79 -1%
ACA
36
Aptus Capital Advisors
Alabama
$297K +$297K +6,170 New
RWP
37
Revolve Wealth Partners
New Jersey
$274K – – –
AFP
38
Alpha Financial Partners
Kentucky
$259K +$2.79K +58 +1%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$245K +$246K +5,096 New
GF
40
Gries Financial
Ohio
$235K – – –
Truist Financial
41
Truist Financial
North Carolina
$232K +$233K +4,831 New
SPC
42
Sigma Planning Corp
Michigan
$225K +$225K +4,679 New
Vontobel Holding
43
Vontobel Holding
Switzerland
$219K -$50.8K -1,055 -19%
KA
44
Kovack Advisors
Florida
$218K +$723 +15 +0.3%
CFB
45
Cullen/Frost Bankers
Texas
$168K – – –
Wells Fargo
46
Wells Fargo
California
$135K -$165K -3,420 -55%
LC
47
Lindbrook Capital
California
$97.2K +$1.06K +22 +1%
PA
48
Parallel Advisors
California
$96.2K -$63.6K -1,320 -40%
BFEC
49
Benjamin F. Edwards & Company
Missouri
$46K +$12K +249 +35%
Osaic Holdings
50
Osaic Holdings
Arizona
$32.9K +$33K +684 New
1
2
3

UTWO Hedge Fund Activity: Q1 2024 in Review

57 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in US Treasury 2 Year Note ETF (UTWO) for Q1 2024, worth a combined $162M — down 8.3% from $176M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of UTWO and 11 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 20 added.

The largest buyer was Morgan Stanley, adding an estimated $3.88M. The largest seller was Boothe Investment Group, cutting an estimated $6.51M.

  • 57 institutional investors held US Treasury 2 Year Note ETF (UTWO) as of Q1 2024, down from 59 in Q4 2023.
  • Funds reported $162M of US Treasury 2 Year Note ETF stock for Q1 2024, down 8.3% quarter-over-quarter.
  • 11 funds opened new US Treasury 2 Year Note ETF positions in Q1 2024 and 13 closed out, a net change of -2 holders.
  • The largest US Treasury 2 Year Note ETF buyer in Q1 2024 was Morgan Stanley, an estimated $3.88M added.
  • The largest US Treasury 2 Year Note ETF seller in Q1 2024 was Boothe Investment Group, an estimated $6.51M sold.

Based on aggregated 13F filings for Q1 2024.