US Treasury 2 Year Note ETF
UTWO
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.
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: 41 → 45 (+4)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
5.02% less ownership
Funds ownership: 46.41% → 41.4% (-5%)
16% less capital invested
Capital invested by funds: $152M → $128M (-$24.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$2.18M |
| 2 |
Morgan Stanley
New York
|
+$1.84M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.7M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.24M |
| 5 |
TFS
Thoroughbred Financial Services
Brentwood,
Tennessee
|
+$906K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$16.2M |
| 2 |
Jane Street
New York
|
-$15.2M |
| 3 |
BIG
Boothe Investment Group
Dover,
Delaware
|
-$1.08M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$903K |
| 5 |
BFM
Boothbay Fund Management
New York
|
-$299K |
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.