US Treasury 2 Year Note ETF
UTWO
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.
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: 8 → 20 (+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: 1 → 1 (0)
21.45% less ownership
Funds ownership: 55.98% → 34.53% (-21%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
Wealthquest
Cincinnati,
Ohio
|
+$10.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$5.02M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$2.75M |
| 4 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$1.33M |
| 5 |
Goldman Sachs
New York
|
+$1.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
F/M Investments
Washington,
District of Columbia
|
-$1.28M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$350K |
| 3 |
Jane Street
New York
|
-$304K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1K |
UTWO Hedge Fund Activity: Q4 2022 in Review
20 of the 6,237 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.