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US Treasury 2 Year Note ETF

38 hedge funds and large institutions have $139M invested in US Treasury 2 Year Note ETF in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 4

333% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 3

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

131% more capital invested

Capital invested by funds: $60.5M → $139M (+$79M)

90% more funds holding

Funds holding: 2038 (+18)

9.52% more ownership

Funds ownership: 34.53%44.05% (+9.5%)

Holders
38
Holders Change
+18
Holders Change %
+90%
% of All Funds
0.61%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
22
Increased
13
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
W
1
Wealthquest
Ohio
$42.7M +$750K +15,344 +2%
BIG
2
Boothe Investment Group
Delaware
$29.2M +$29M +593,418 New
PAG
3
Private Advisor Group
New Jersey
$19.5M +$16.7M +340,853 +608%
LPL Financial
4
LPL Financial
California
$9.26M +$4.2M +85,898 +84%
KAS
5
Kestra Advisory Services
Texas
$7.72M +$400K +8,179 +5%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$5.17M +$5.14M +105,206 New
Jane Street
7
Jane Street
New York
$4.14M +$4.12M +84,259 New
EAM
8
Empirical Asset Management
Massachusetts
$3.85M +$3.83M +78,259 New
BCM
9
Brookstone Capital Management
Illinois
$2.24M +$2.24M +45,825 New
NA
10
NewEdge Advisors
Louisiana
$2.06M +$2.05M +41,885 New
IFG
11
Independent Financial Group
California
$1.82M +$1.25M +25,580 +225%
WI
12
WBI Investments
New Jersey
$1.64M +$1.63M +33,418 New
TI
13
Tidal Investments
Wisconsin
$1.58M +$242K +4,945 +18%
AFP
14
Alpha Financial Partners
Kentucky
$1.2M +$965K +19,740 +425%
PA
15
Parallel Advisors
California
$985K +$539K +11,017 +122%
Citadel Advisors
16
Citadel Advisors
Florida
$819K +$814K +16,651 New
GF
17
Gries Financial
Ohio
$697K -$90.4K -1,850 -12%
FMI
18
F/M Investments
District of Columbia
$544K +$37K +756 +7%
SWM
19
SFG Wealth Management
Maryland
$515K +$512K +10,472 New
CAN
20
Cetera Advisor Networks
California
$450K +$447K +9,154 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$421K +$418K +8,557 New
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$414K +$411K +8,400 New
SWA
23
Stratos Wealth Advisors
Ohio
$347K +$345K +7,065 New
BFM
24
Boothbay Fund Management
New York
$295K +$293K +6,000 New
IAA
25
Independent Advisor Alliance
North Carolina
$295K +$293K +6,000 New

UTWO Hedge Fund Activity: Q1 2023 in Review

38 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in US Treasury 2 Year Note ETF (UTWO) for Q1 2023, worth a combined $139M — up 131% from $60.5M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new UTWO positions and 4 closed out — a net gain of 18 holders — while 13 added to existing stakes and 3 trimmed.

The largest buyer was Boothe Investment Group, opening a new position worth an estimated $29M. The largest seller was Goldman Sachs, cutting an estimated $1.02M.

  • 38 institutional investors held US Treasury 2 Year Note ETF (UTWO) as of Q1 2023, up from 20 in Q4 2022.
  • Funds reported $139M of US Treasury 2 Year Note ETF stock for Q1 2023, up 131% quarter-over-quarter.
  • 22 funds opened new US Treasury 2 Year Note ETF positions in Q1 2023 and 4 closed out, a net change of +18 holders.
  • The largest US Treasury 2 Year Note ETF buyer in Q1 2023 was Boothe Investment Group, an estimated $29M added.
  • The largest US Treasury 2 Year Note ETF seller in Q1 2023 was Goldman Sachs, an estimated $1.02M sold.

Based on aggregated 13F filings for Q1 2023.