We are live on ! Find out more
UTWO icon

US Treasury 2 Year Note ETF

20 hedge funds and large institutions have $60.5M invested in US Treasury 2 Year Note ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

150% more funds holding

Funds holding: 820 (+12)

46% more capital invested

Capital invested by funds: $41.3M → $60.5M (+$19.2M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

21.45% less ownership

Funds ownership: 55.98%34.53% (-21%)

Holders
20
Holders Change
+12
Holders Change %
+150%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
4
Reduced
1
Closed
3
Calls
$5K
Puts
Net Calls
+$5K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Change in
Stake
W
1
Wealthquest
Ohio
$41.7M +$10.5M +213,331 +33%
KAS
2
Kestra Advisory Services
Texas
$7.27M +$339K +6,919 +5%
LPL Financial
3
LPL Financial
California
$5M +$5.02M +102,489 New
TI
4
Tidal Investments
Wisconsin
$1.33M +$1.33M +27,209 New
Goldman Sachs
5
Goldman Sachs
New York
$1.3M +$1.31M +26,728 New
GF
6
Gries Financial
Ohio
$783K +$437K +8,915 +125%
IFG
7
Independent Financial Group
California
$554K +$556K +11,350 New
FMI
8
F/M Investments
District of Columbia
$503K -$1.28M -26,154 -72%
PA
9
Parallel Advisors
California
$440K +$442K +9,020 New
Belvedere Trading
10
Belvedere Trading
Illinois
$278K +$279K +5,700 New
CCM
11
Crew Capital Management
Ohio
$249K +$250K +5,110 New
CA
12
Cetera Advisors
Colorado
$239K +$240K +4,905 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$233K +$234K +4,779 New
AFP
14
Alpha Financial Partners
Kentucky
$227K +$227K +4,642 New
HI
15
Harbour Investments
Wisconsin
$195K +$196K +4,000 New
MCC
16
Money Concepts Capital
Florida
$91.8K +$92.1K +1,880 New
Osaic Holdings
17
Osaic Holdings
Arizona
$49.8K +$50K +1,020 New
AWM
18
Avior Wealth Management
Nebraska
$49.2K +$392 +8 +0.8%
BAM
19
Belpointe Asset Management
Nevada
$35.4K +$35.6K +726 New
PAG
20
Private Advisor Group
New Jersey
$2.74K +$2.75M +56,073 New
FTUS
21
Flow Traders U.S.
New York
-$350K -7,104 Closed
Jane Street
22
Jane Street
New York
-$304K -6,180 Closed
UBS Group
23
UBS Group
Switzerland
-$1K -26 Closed

UTWO Hedge Fund Activity: Q4 2022 in Review

20 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in US Treasury 2 Year Note ETF (UTWO) for Q4 2022, worth a combined $60.5M — up 46% from $41.3M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new UTWO positions and 3 closed out — a net gain of 12 holders — while 4 added to existing stakes and 1 trimmed.

The largest buyer was Wealthquest, adding an estimated $10.5M. The largest seller was F/M Investments, cutting an estimated $1.28M.

  • 20 institutional investors held US Treasury 2 Year Note ETF (UTWO) as of Q4 2022, up from 8 in Q3 2022.
  • Funds reported $60.5M of US Treasury 2 Year Note ETF stock for Q4 2022, up 46% quarter-over-quarter.
  • 15 funds opened new US Treasury 2 Year Note ETF positions in Q4 2022 and 3 closed out, a net change of +12 holders.
  • The largest US Treasury 2 Year Note ETF buyer in Q4 2022 was Wealthquest, an estimated $10.5M added.
  • The largest US Treasury 2 Year Note ETF seller in Q4 2022 was F/M Investments, an estimated $1.28M sold.

Based on aggregated 13F filings for Q4 2022.