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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
Vontobel Holding
51
Vontobel Holding
Switzerland
$234K
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$228K +$229K +4,742 New
Goldman Sachs
53
Goldman Sachs
New York
$226K -$2.67M -55,297 -92%
Truist Financial
54
Truist Financial
North Carolina
$215K +$193 +4 +0.1%
SA
55
Stewardship Advisors
Pennsylvania
$205K +$206K +4,273 New
PTC
56
Private Trust Company
Ohio
$178K +$159K +3,300 +825%
CBT
57
Crews Bank & Trust
Florida
$177K +$177K +3,675 New
CFB
58
Cullen/Frost Bankers
Texas
$168K
PS
59
Principal Securities
Iowa
$164K -$488K -10,111 -75%
ACA
60
Aptus Capital Advisors
Alabama
$146K -$50.4K -1,046 -26%
WWA
61
Wingate Wealth Advisors
Massachusetts
$125K +$126K +2,603 New
MSWA
62
Marshall & Sterling Wealth Advisors
New York
$41.2K +$41.4K +858 New
TAM
63
Tucker Asset Management
Colorado
$36.9K +$9.84K +204 +36%
Comerica Bank
64
Comerica Bank
Texas
$26.9K +$27K +559 New
WBC
65
West Branch Capital
Massachusetts
$26.1K +$338 +7 +1%
AF
66
Allworth Financial
California
$8.8K
FRA
67
Front Row Advisors
California
$4.81K
DFA
68
DHJJ Financial Advisors
Illinois
$100
FMI
69
F/M Investments
District of Columbia
-$689K -14,106 Closed
WP
70
WMS Partners
Maryland
-$488K -10,000 Closed
HF
71
HRT Financial
New York
-$449K -9,225 Closed
Belvedere Trading
72
Belvedere Trading
Illinois
-$370K -7,590 Closed
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
-$341K -7,000 Closed
GFP
74
Gryphon Financial Partners
Ohio
-$307K -6,300 Closed
Ameriprise
75
Ameriprise
Minnesota
-$216K -4,425 Closed

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.