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US Treasury 2 Year Note ETF
UTWO

Overview Fund Activity

66 hedge funds and large institutions have $198M invested in US Treasury 2 Year Note ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 8 closing their positions.

Holders
66
Holders Change
+11
Holders Change %
+20%
% of All Funds
0.95%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
19
Increased
23
Reduced
19
Closed
8
Calls
$15K
Puts
–
Net Calls
+$15K
Net Calls Change
+$15K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$32.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$23.3M
3
CPBTD
3
Central Pacific Bank - Trust Division
Hawaii
$4.86M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.93M
5
Stifel Financial
5
Stifel Financial
Missouri
$4.72M

Top Sellers

1
BIG
1
Boothe Investment Group
Delaware
$19.6M
2
Jane Street
2
Jane Street
New York
$0
3
BRWA
3
B. Riley Wealth Advisors
Florida
$1.17M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$515K
Name Market Value Shares Shares
Change 		Shares
Change %
W
1
Wealthquest
Ohio
$37.7M 775,065 -20,526 -3%
LPL Financial
2
LPL Financial
California
$32.1M 657,666 +221,153 +51%
Morgan Stanley
3
Morgan Stanley
New York
$23.3M 478,596 +153,645 +47%
BIG
4
Boothe Investment Group
Delaware
$19.6M 402,270 -65,762 -14%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$17.5M 359,871 +17,242 +5%
KAS
6
Kestra Advisory Services
Texas
$7.29M 149,429 -16,636 -10%
CPBTD
7
Central Pacific Bank - Trust Division
Hawaii
$4.86M 99,669 +99,669 New
Stifel Financial
8
Stifel Financial
Missouri
$4.72M 96,733 +51,979 +116%
NA
9
NewEdge Advisors
Louisiana
$3.73M 76,407 +46,282 +154%
4WM
10
49 Wealth Management
Texas
$3.72M 76,372 +12,658 +20%
EAM
11
Empirical Asset Management
Massachusetts
$3.62M 74,165 -15,947 -18%
SA
12
Sanctuary Advisors
Indiana
$3.57M 74,214 +26,605 +56%
AI
13
Atria Investments
North Carolina
$3.19M 65,515 +8,753 +15%
KDA
14
Kraft Davis & Associates
Missouri
$2.98M 61,834 -6,446 -9%
Goldman Sachs
15
Goldman Sachs
New York
$2.93M 60,000 +60,000 New
UBS Group
16
UBS Group
Switzerland
$2.49M 51,097 +19,231 +60%
EWA
17
EP Wealth Advisors
California
$1.8M 36,832 +36,832 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.66M 34,105 +26,935 +376%
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$1.3M 26,737 +8,234 +45%
IA
20
IFP Advisors
Florida
$1.17M 24,098 +2,159 +10%
BRWA
21
B. Riley Wealth Advisors
Florida
$1.17M 24,067 -45,129 -65%
WI
22
WBI Investments
New Jersey
$1.07M 21,922 -317 -1%
PAG
23
Private Advisor Group
New Jersey
$1.01M 20,618 +2,264 +12%
IWM
24
IHT Wealth Management
Illinois
$979K 20,089 +104 +0.5%
EH
25
Equitable Holdings
New York
$874K 17,929 +6,146 +52%
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