US Treasury 2 Year Note ETF
UTWO
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.
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: 67 → 68 (+1)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$6.59M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$5.5M |
| 3 |
Morgan Stanley
New York
|
+$3.19M |
| 4 |
4WM
49 Wealth Management
Austin,
Texas
|
+$2.8M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$6.97M |
| 2 |
Goldman Sachs
New York
|
-$2.67M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$1.99M |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$732K |
| 5 |
FMI
F/M Investments
Washington,
District of Columbia
|
-$689K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Simplex Trading
Chicago,
Illinois
| – | -$57K | -1,172 | Closed |
|
77
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$18.3K | -376 | Closed |
|
78
Osaic Holdings
Scottsdale,
Arizona
| – | -$12.2K | -250 | Closed |
|
79
Fidelity Investments
Boston,
Massachusetts
| – | -$3.09K | -63 | 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.