US Treasury 2 Year Note ETF
UTWO
68 hedge funds and large institutions have $199M invested in US Treasury 2 Year Note ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 8 closing their positions.
153% more capital inflows, than outflows
Capital inflows: $43.4M | Capital outflows: $17.1M
150% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 8
21% more funds holding
Funds holding: 56 → 68 (+12)
15% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 20
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1.66% less ownership
Funds ownership: 42.76% → 41.1% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$10.7M |
| 2 |
Morgan Stanley
New York
|
+$7.44M |
| 3 |
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
+$4.82M |
| 4 |
Goldman Sachs
New York
|
+$2.9M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$2.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boothe Investment Group
Dover,
Delaware
|
-$3.18M |
| 2 |
Jane Street
New York
|
-$2.48M |
| 3 |
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$2.18M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$1.54M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.39M |
UTWO Hedge Fund Activity: Q3 2024 in Review
68 of the 6,989 institutional investors tracked by Wall St. Rank reported a position in US Treasury 2 Year Note ETF (UTWO) for Q3 2024, worth a combined $199M — up 17% from $170M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new UTWO positions and 8 closed out — a net gain of 12 holders — while 23 added to existing stakes and 20 trimmed.
The largest buyer was LPL Financial, adding an estimated $10.7M. The largest seller was Boothe Investment Group, cutting an estimated $3.18M.
- 68 institutional investors held US Treasury 2 Year Note ETF (UTWO) as of Q3 2024, up from 56 in Q2 2024.
- Funds reported $199M of US Treasury 2 Year Note ETF stock for Q3 2024, up 17% quarter-over-quarter.
- 20 funds opened new US Treasury 2 Year Note ETF positions in Q3 2024 and 8 closed out, a net change of +12 holders.
- The largest US Treasury 2 Year Note ETF buyer in Q3 2024 was LPL Financial, an estimated $10.7M added.
- The largest US Treasury 2 Year Note ETF seller in Q3 2024 was Boothe Investment Group, an estimated $3.18M sold.
Based on aggregated 13F filings for Q3 2024.