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US Treasury 2 Year Note ETF

68 hedge funds and large institutions have $222M invested in US Treasury 2 Year Note ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 20

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

12% more capital invested

Capital invested by funds: $199M → $222M (+$22.9M)

9.7% more ownership

Funds ownership: 41.09%50.79% (+9.7%)

1% more funds holding

Funds holding: 6768 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
68
Holders Change
+1
Holders Change %
+1.49%
% of All Funds
0.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
28
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
W
1
Wealthquest
Ohio
$38.5M +$1.21M +25,010 +3%
LPL Financial
2
LPL Financial
California
$33.3M +$1.66M +34,350 +5%
Morgan Stanley
3
Morgan Stanley
New York
$26.2M +$3.19M +66,114 +14%
BIG
4
Boothe Investment Group
Delaware
$21.1M +$1.77M +36,796 +9%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$18.5M +$1.17M +24,267 +7%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$6.56M +$6.59M +136,572 New
4WM
7
49 Wealth Management
Texas
$6.46M +$2.8M +58,044 +76%
CPBTD
8
Central Pacific Bank - Trust Division
Hawaii
$6.23M +$1.44M +29,930 +30%
Raymond James Financial
9
Raymond James Financial
Florida
$5.74M +$5.75M +119,351 New
FTUS
10
Flow Traders U.S.
New York
$5.48M +$5.5M +114,008 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.91M +$2.28M +47,282 +139%
EAM
12
Empirical Asset Management
Massachusetts
$3.8M +$232K +4,804 +6%
SA
13
Sanctuary Advisors
Indiana
$3.69M +$107K +2,225 +3%
AI
14
Atria Investments
North Carolina
$3.6M +$454K +9,414 +14%
UBS Group
15
UBS Group
Switzerland
$3.28M +$831K +17,243 +34%
MML Investors Services
16
MML Investors Services
Massachusetts
$3.28M +$2.59M +53,670 +367%
NA
17
NewEdge Advisors
Louisiana
$3.23M -$442K -9,177 -12%
KDA
18
Kraft Davis & Associates
Missouri
$3.21M +$244K +5,050 +8%
Stifel Financial
19
Stifel Financial
Missouri
$2.67M -$1.99M -41,177 -43%
Citadel Advisors
20
Citadel Advisors
Florida
$2.19M +$2.2M +45,626 New
EWA
21
EP Wealth Advisors
California
$1.77M +$3.76K +78 +0.2%
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$1.39M +$101K +2,100 +8%
IA
23
IFP Advisors
Florida
$1.26M +$101K +2,091 +9%
WI
24
WBI Investments
New Jersey
$1.23M +$172K +3,567 +16%
PAG
25
Private Advisor Group
New Jersey
$1.12M +$128K +2,655 +13%

UTWO Hedge Fund Activity: Q4 2024 in Review

68 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in US Treasury 2 Year Note ETF (UTWO) for Q4 2024, worth a combined $222M — up 12% from $199M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new UTWO positions and 11 closed out — a net gain of 3 holders — while 28 added to existing stakes and 20 trimmed.

The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $6.59M. The largest seller was Kestra Advisory Services, cutting an estimated $6.97M.

  • 68 institutional investors held US Treasury 2 Year Note ETF (UTWO) as of Q4 2024, up from 67 in Q3 2024.
  • Funds reported $222M of US Treasury 2 Year Note ETF stock for Q4 2024, up 12% quarter-over-quarter.
  • 14 funds opened new US Treasury 2 Year Note ETF positions in Q4 2024 and 11 closed out, a net change of +3 holders.
  • The largest US Treasury 2 Year Note ETF buyer in Q4 2024 was Janney Montgomery Scott, an estimated $6.59M added.
  • The largest US Treasury 2 Year Note ETF seller in Q4 2024 was Kestra Advisory Services, an estimated $6.97M sold.

Based on aggregated 13F filings for Q4 2024.