US Treasury 2 Year Note ETF
UTWO
57 hedge funds and large institutions have $162M invested in US Treasury 2 Year Note ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 13 closing their positions.
1.4% more ownership
Funds ownership: 46.14% → 47.54% (+1.4%)
5% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 19
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3% less funds holding
Funds holding: 59 → 57 (-2)
8% less capital invested
Capital invested by funds: $176M → $162M (-$14.6M)
15% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.88M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$3.13M |
| 3 |
KDA
Kraft Davis & Associates
St. Louis,
Missouri
|
+$2.57M |
| 4 |
RWM
Ritholtz Wealth Management
New York
|
+$2.06M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIG
Boothe Investment Group
Dover,
Delaware
|
-$6.51M |
| 2 |
W
Wealthquest
Cincinnati,
Ohio
|
-$3.97M |
| 3 |
Jane Street
New York
|
-$3.44M |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$3.2M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.96M |
UTWO Hedge Fund Activity: Q1 2024 in Review
57 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in US Treasury 2 Year Note ETF (UTWO) for Q1 2024, worth a combined $162M — down 8.3% from $176M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of UTWO and 11 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 20 added.
The largest buyer was Morgan Stanley, adding an estimated $3.88M. The largest seller was Boothe Investment Group, cutting an estimated $6.51M.
- 57 institutional investors held US Treasury 2 Year Note ETF (UTWO) as of Q1 2024, down from 59 in Q4 2023.
- Funds reported $162M of US Treasury 2 Year Note ETF stock for Q1 2024, down 8.3% quarter-over-quarter.
- 11 funds opened new US Treasury 2 Year Note ETF positions in Q1 2024 and 13 closed out, a net change of -2 holders.
- The largest US Treasury 2 Year Note ETF buyer in Q1 2024 was Morgan Stanley, an estimated $3.88M added.
- The largest US Treasury 2 Year Note ETF seller in Q1 2024 was Boothe Investment Group, an estimated $6.51M sold.
Based on aggregated 13F filings for Q1 2024.