We are live on ! Find out more
UTWO icon

US Treasury 2 Year Note ETF

41 hedge funds and large institutions have $152M invested in US Treasury 2 Year Note ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 7

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

9% more capital invested

Capital invested by funds: $139M → $152M (+$12.6M)

8% more funds holding

Funds holding: 3841 (+3)

2.36% more ownership

Funds ownership: 44.05%46.41% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
0.64%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
19
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
W
1
Wealthquest
Ohio
$42.2M +$285K +5,855 +0.7%
BIG
2
Boothe Investment Group
Delaware
$29.4M +$745K +15,270 +3%
PAG
3
Private Advisor Group
New Jersey
$22.4M +$3.31M +67,939 +17%
Jane Street
4
Jane Street
New York
$16.9M +$13M +266,718 +317%
LPL Financial
5
LPL Financial
California
$11.5M +$2.39M +48,982 +26%
KAS
6
Kestra Advisory Services
Texas
$7.83M +$259K +5,304 +3%
SWA
7
Stratos Wealth Advisors
Ohio
$4.97M +$4.68M +95,911 +1,358%
EAM
8
Empirical Asset Management
Massachusetts
$4.02M +$249K +5,115 +7%
IFG
9
Independent Financial Group
California
$1.66M -$119K -2,450 -7%
WI
10
WBI Investments
New Jersey
$1.61M +$1.95K +40 +0.1%
NA
11
NewEdge Advisors
Louisiana
$1.09M -$936K -19,189 -46%
AFP
12
Alpha Financial Partners
Kentucky
$1.08M -$94.6K -1,940 -8%
Citadel Advisors
13
Citadel Advisors
Florida
$903K +$101K +2,073 +12%
PA
14
Parallel Advisors
California
$548K -$423K -8,680 -43%
FMI
15
F/M Investments
District of Columbia
$541K +$7.41K +152 +1%
Stifel Financial
16
Stifel Financial
Missouri
$514K +$519K +10,654 New
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$514K +$105K +2,150 +26%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$421K +$8.05K +165 +2%
CAN
19
Cetera Advisor Networks
California
$405K -$36.9K -756 -8%
WAP
20
Wealthcare Advisory Partners
Pennsylvania
$369K +$96.4K +1,978 +35%
FGG
21
Financial Guidance Group
Florida
$305K +$87.6K +1,796 +40%
BFM
22
Boothbay Fund Management
New York
$299K +$9.75K +200 +3%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$294K -$4.83M -99,104 -94%
IAA
24
Independent Advisor Alliance
North Carolina
$289K
Vontobel Holding
25
Vontobel Holding
Switzerland
$265K +$268K +5,500 New

UTWO Hedge Fund Activity: Q2 2023 in Review

41 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in US Treasury 2 Year Note ETF (UTWO) for Q2 2023, worth a combined $152M — up 9% from $139M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new UTWO positions and 5 closed out — a net gain of 3 holders — while 19 added to existing stakes and 7 trimmed.

The largest buyer was Jane Street, adding an estimated $13M. The largest seller was Susquehanna International Group, cutting an estimated $4.83M.

  • 41 institutional investors held US Treasury 2 Year Note ETF (UTWO) as of Q2 2023, up from 38 in Q1 2023.
  • Funds reported $152M of US Treasury 2 Year Note ETF stock for Q2 2023, up 9% quarter-over-quarter.
  • 8 funds opened new US Treasury 2 Year Note ETF positions in Q2 2023 and 5 closed out, a net change of +3 holders.
  • The largest US Treasury 2 Year Note ETF buyer in Q2 2023 was Jane Street, an estimated $13M added.
  • The largest US Treasury 2 Year Note ETF seller in Q2 2023 was Susquehanna International Group, an estimated $4.83M sold.

Based on aggregated 13F filings for Q2 2023.