US Treasury 2 Year Note ETF
UTWO
56 hedge funds and large institutions have $170M invested in US Treasury 2 Year Note ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 12 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 19
5% more capital invested
Capital invested by funds: $162M → $170M (+$8.02M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 12
2% less funds holding
Funds holding: 57 → 56 (-1)
4.78% less ownership
Funds ownership: 47.54% → 42.76% (-4.8%)
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$5.07M |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$3.31M |
| 3 |
4WM
49 Wealth Management
Austin,
Texas
|
+$3.05M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.38M |
| 5 |
BIG
Boothe Investment Group
Dover,
Delaware
|
+$1.15M |
Top Sellers
| 1 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$4.82M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$3.12M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.1M |
| 4 |
Jane Street
New York
|
-$1.73M |
| 5 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$1.21M |
UTWO Hedge Fund Activity: Q2 2024 in Review
56 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in US Treasury 2 Year Note ETF (UTWO) for Q2 2024, worth a combined $170M — up 5% from $162M a quarter earlier.
Fund positioning in UTWO was balanced in Q2 2024: 12 funds opened new positions, 12 closed out, 21 added to existing stakes and 19 trimmed.
The largest buyer was LPL Financial, adding an estimated $5.07M. The largest seller was Stratos Wealth Advisors, exiting entirely with an estimated $4.82M sold.
- 56 institutional investors held US Treasury 2 Year Note ETF (UTWO) as of Q2 2024, down from 57 in Q1 2024.
- Funds reported $170M of US Treasury 2 Year Note ETF stock for Q2 2024, up 5% quarter-over-quarter.
- 12 funds opened new US Treasury 2 Year Note ETF positions in Q2 2024 and 12 closed out, a net change of 0 holders.
- The largest US Treasury 2 Year Note ETF buyer in Q2 2024 was LPL Financial, an estimated $5.07M added.
- The largest US Treasury 2 Year Note ETF seller in Q2 2024 was Stratos Wealth Advisors, an estimated $4.82M sold.
Based on aggregated 13F filings for Q2 2024.