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US Treasury 2 Year Note ETF

59 hedge funds and large institutions have $176M invested in US Treasury 2 Year Note ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

38% more capital invested

Capital invested by funds: $128M → $176M (+$48.3M)

31% more funds holding

Funds holding: 4559 (+14)

4.74% more ownership

Funds ownership: 41.4%46.14% (+4.7%)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
59
Holders Change
+14
Holders Change %
+31.11%
% of All Funds
0.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
19
Increased
17
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
W
1
Wealthquest
Ohio
$42.6M -$311K -6,479 -0.7%
BIG
2
Boothe Investment Group
Delaware
$28M -$347K -7,226 -1%
LPL Financial
3
LPL Financial
California
$14.3M +$1.55M +32,254 +12%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$14.1M +$13.8M +287,791 +6,694%
Morgan Stanley
5
Morgan Stanley
New York
$10.7M +$8.79M +183,118 +479%
KAS
6
Kestra Advisory Services
Texas
$8.06M -$132K -2,759 -2%
Jane Street
7
Jane Street
New York
$7.71M +$6.01M +125,143 +365%
SWA
8
Stratos Wealth Advisors
Ohio
$4.86M -$169K -3,522 -3%
EAM
9
Empirical Asset Management
Massachusetts
$4.21M -$171K -3,559 -4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.69M +$3.17M +66,063 +641%
FMI
11
F/M Investments
District of Columbia
$3.39M +$2.78M +57,874 +473%
BRWA
12
B. Riley Wealth Advisors
Florida
$3.2M +$3.18M +66,216 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$2.96M +$2.94M +61,190 New
Lido Advisors
14
Lido Advisors
California
$2.83M +$2.81M +58,635 New
DAS
15
Dynamic Advisor Solutions
Arizona
$1.93M +$1.92M +39,939 New
FPW
16
Flagship Private Wealth
Massachusetts
$1.9M +$1.89M +39,328 New
AI
17
Atria Investments
North Carolina
$1.88M +$169K +3,515 +10%
Stifel Financial
18
Stifel Financial
Missouri
$1.69M -$1.01M -21,085 -38%
RJA
19
Raymond James & Associates
Florida
$1.5M +$1.49M +31,000 New
WI
20
WBI Investments
New Jersey
$1.48M -$135K -2,802 -8%
NA
21
NewEdge Advisors
Louisiana
$1.43M +$318K +6,632 +29%
JWCA
22
J.W. Cole Advisors
Florida
$1.34M +$1.33M +27,624 New
UBS Group
23
UBS Group
Switzerland
$1.3M +$1.28M +26,758 +37,687%
IFG
24
Independent Financial Group
California
$1.25M -$372K -7,748 -23%
PAG
25
Private Advisor Group
New Jersey
$1.06M -$5.03M -104,791 -83%

UTWO Hedge Fund Activity: Q4 2023 in Review

59 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in US Treasury 2 Year Note ETF (UTWO) for Q4 2023, worth a combined $176M — up 38% from $128M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new UTWO positions and 5 closed out — a net gain of 14 holders — while 17 added to existing stakes and 16 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $13.8M. The largest seller was Private Advisor Group, cutting an estimated $5.03M.

  • 59 institutional investors held US Treasury 2 Year Note ETF (UTWO) as of Q4 2023, up from 45 in Q3 2023.
  • Funds reported $176M of US Treasury 2 Year Note ETF stock for Q4 2023, up 38% quarter-over-quarter.
  • 19 funds opened new US Treasury 2 Year Note ETF positions in Q4 2023 and 5 closed out, a net change of +14 holders.
  • The largest US Treasury 2 Year Note ETF buyer in Q4 2023 was Commonwealth Equity Services, an estimated $13.8M added.
  • The largest US Treasury 2 Year Note ETF seller in Q4 2023 was Private Advisor Group, an estimated $5.03M sold.

Based on aggregated 13F filings for Q4 2023.