US Treasury 2 Year Note ETF
UTWO
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.
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: 45 → 59 (+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: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$13.8M |
| 2 |
Morgan Stanley
New York
|
+$8.79M |
| 3 |
Jane Street
New York
|
+$6.01M |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$3.18M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$5.03M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$1.01M |
| 3 |
AFP
Alpha Financial Partners
Lexington,
Kentucky
|
-$809K |
| 4 |
IFG
Independent Financial Group
San Diego,
California
|
-$372K |
| 5 |
BIG
Boothe Investment Group
Dover,
Delaware
|
-$347K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fidelity Investments
Boston,
Massachusetts
| $31.7K | +$31.4K | +655 | New |
|
|
WBC
52
West Branch Capital
Amherst,
Massachusetts
| $25.2K | +$432 | +9 | +2% |
|
53
Simplex Trading
Chicago,
Illinois
| $23K | -$43.2K | -899 | -65% |
|
|
AF
54
Allworth Financial
Folsom,
California
| $8.85K | – | – | – |
|
|
PCM
55
Penserra Capital Management
Orinda,
California
| $7K | +$7.34K | +153 | New |
|
|
FRA
56
Front Row Advisors
Tiburon,
California
| $4.83K | – | – | – |
|
|
TC
57
Truvestments Capital
Sarasota,
Florida
| $2.67K | +$2.64K | +55 | New |
|
|
ASN
58
Advisory Services Network
Atlanta,
Georgia
| $2.56K | +$2.54K | +53 | New |
|
|
DFA
59
DHJJ Financial Advisors
Naperville,
Illinois
| $97 | – | – | – |
|
|
SPC
60
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$293K | -6,114 | Closed |
|
|
IAA
61
Independent Advisor Alliance
Charlotte,
North Carolina
| – | -$288K | -6,000 | Closed |
|
62
Osaic Holdings
Scottsdale,
Arizona
| – | -$58.5K | -1,220 | Closed |
|
|
CA
63
Clearstead Advisors
Cleveland,
Ohio
| – | -$57.5K | -1,200 | Closed |
|
|
SS
64
Sunbelt Securities
Houston,
Texas
| – | -$959 | -20 | Closed |
|
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.