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US Treasury 2 Year Note ETF
UTWO

Overview Fund Activity

66 hedge funds and large institutions have $198M invested in US Treasury 2 Year Note ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 8 closing their positions.

Holders
66
Holders Change
+11
Holders Change %
+20%
% of All Funds
0.95%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
19
Increased
23
Reduced
19
Closed
8
Calls
$15K
Puts
–
Net Calls
+$15K
Net Calls Change
+$15K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$32.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$23.3M
3
CPBTD
3
Central Pacific Bank - Trust Division
Hawaii
$4.86M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.93M
5
Stifel Financial
5
Stifel Financial
Missouri
$4.72M

Top Sellers

1
BIG
1
Boothe Investment Group
Delaware
$19.6M
2
Jane Street
2
Jane Street
New York
$0
3
BRWA
3
B. Riley Wealth Advisors
Florida
$1.17M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$515K
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
26
Ritholtz Wealth Management
New York
$797K -$1.09M -22,311 -58%
TFS
27
Thoroughbred Financial Services
Tennessee
$789K -$94.4K -1,937 -11%
AAS
28
Avantax Advisory Services
Texas
$746K -$569K -11,670 -43%
CFP
29
Curran Financial Partners
South Carolina
$736K -$80K -1,640 -10%
WCG
30
Weaver Consulting Group
California
$732K +$39K +800 +6%
MML Investors Services
31
MML Investors Services
Massachusetts
$713K +$360K +7,380 +102%
FMI
32
F/M Investments
District of Columbia
$689K +$689K +14,106 New
SIG
33
Spinnaker Investment Group
California
$668K -$6.48K -133 -1%
PS
34
Principal Securities
Iowa
$660K -$35.9K -736 -5%
MWM
35
Meridian Wealth Management
Kentucky
$555K -$258K -5,295 -32%
WCM
36
WealthBridge Capital Management
Ohio
$528K +$528K +10,825 New
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$515K -$1.41M -28,800 -73%
FPW
38
Flagship Private Wealth
Massachusetts
$509K -$4.39K -90 -0.9%
FAIM
39
Financial Advocates Investment Management
Washington
$488K +$488K +10,018 New
WP
40
WMS Partners
Maryland
$488K +$97.5K +2,000 +25%
HF
41
HRT Financial
New York
$449K +$449K +9,225 New
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$443K +$107K +2,198 +32%
Belvedere Trading
43
Belvedere Trading
Illinois
$370K +$370K +7,590 New
MSA
44
Marino Stram & Associates
Massachusetts
$345K +$29.4K +602 +9%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$341K +$341K +7,000 New
GFP
46
Gryphon Financial Partners
Ohio
$307K +$307K +6,300 New
RWP
47
Revolve Wealth Partners
New Jersey
$278K – – –
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$259K -$29.4K -604 -10%
Vontobel Holding
49
Vontobel Holding
Switzerland
$238K +$12.9K +265 +6%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$236K +$15.7K +323 +7%
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