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US Treasury 2 Year Note ETF

68 hedge funds and large institutions have $222M invested in US Treasury 2 Year Note ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 20

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

12% more capital invested

Capital invested by funds: $199M → $222M (+$22.9M)

9.7% more ownership

Funds ownership: 41.09%50.79% (+9.7%)

1% more funds holding

Funds holding: 6768 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
68
Holders Change
+1
Holders Change %
+1.49%
% of All Funds
0.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
28
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
26
IHT Wealth Management
Illinois
$1.04M +$70K +1,451 +7%
MWM
27
Maridea Wealth Management
New York
$981K +$984K +20,407 New
WCG
28
Weaver Consulting Group
California
$731K +$9.06K +188 +1%
WCM
29
WealthBridge Capital Management
Ohio
$715K +$195K +4,050 +37%
TFS
30
Thoroughbred Financial Services
Tennessee
$703K -$74.9K -1,553 -10%
HCA
31
Heck Capital Advisors
Wisconsin
$619K +$621K +12,885 New
CFP
32
Curran Financial Partners
South Carolina
$612K -$113K -2,350 -16%
RWM
33
Ritholtz Wealth Management
New York
$557K -$229K -4,757 -29%
FAIM
34
Financial Advocates Investment Management
Washington
$539K +$57.5K +1,192 +12%
EH
35
Equitable Holdings
New York
$509K -$353K -7,330 -41%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$507K
SIG
37
Spinnaker Investment Group
California
$480K -$179K -3,714 -27%
BRWA
38
B. Riley Wealth Advisors
Florida
$427K -$732K -15,177 -63%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$415K -$22.3K -463 -5%
VBFP
40
Valtinson Bruner Financial Planning
Minnesota
$331K +$101K +2,097 +44%
FPW
41
Flagship Private Wealth
Massachusetts
$331K -$171K -3,548 -34%
MSA
42
Marino Stram & Associates
Massachusetts
$322K -$17.6K -364 -5%
MWM
43
Meridian Wealth Management
Kentucky
$284K -$264K -5,477 -48%
AAS
44
Avantax Advisory Services
Texas
$283K -$454K -9,423 -62%
TC
45
TownSquare Capital
Utah
$279K +$280K +5,799 New
ORC
46
O'Rourke & Company
Massachusetts
$258K +$259K +5,371 New
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$251K -$4.15K -86 -2%
KAS
48
Kestra Advisory Services
Texas
$238K -$6.97M -144,467 -97%
RWP
49
Revolve Wealth Partners
New Jersey
$236K -$38.5K -799 -14%
IFG
50
Independent Financial Group
California
$235K -$31.7K -658 -12%

UTWO Hedge Fund Activity: Q4 2024 in Review

68 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in US Treasury 2 Year Note ETF (UTWO) for Q4 2024, worth a combined $222M — up 12% from $199M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new UTWO positions and 11 closed out — a net gain of 3 holders — while 28 added to existing stakes and 20 trimmed.

The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $6.59M. The largest seller was Kestra Advisory Services, cutting an estimated $6.97M.

  • 68 institutional investors held US Treasury 2 Year Note ETF (UTWO) as of Q4 2024, up from 67 in Q3 2024.
  • Funds reported $222M of US Treasury 2 Year Note ETF stock for Q4 2024, up 12% quarter-over-quarter.
  • 14 funds opened new US Treasury 2 Year Note ETF positions in Q4 2024 and 11 closed out, a net change of +3 holders.
  • The largest US Treasury 2 Year Note ETF buyer in Q4 2024 was Janney Montgomery Scott, an estimated $6.59M added.
  • The largest US Treasury 2 Year Note ETF seller in Q4 2024 was Kestra Advisory Services, an estimated $6.97M sold.

Based on aggregated 13F filings for Q4 2024.