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US Treasury 2 Year Note ETF (UTWO) Institutional Ownership

$48.19 +0.08 (+0.17%)
Closing price 02/21/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for US Treasury 2 Year Note ETF (NASDAQ:UTWO)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$11.51M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$1.00M
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UTWO Institutional Buying and Selling by Quarter

US Treasury 2 Year Note ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 49 Wealth Management LLC134,416$6.46M0.9%+76.0%1.659%
2/5/2025 Private Trust Co. NA3,700$178K0.0%+825.0%0.046%
1/23/2025 Crews Bank & Trust3,675$177K0.0%N/A0.042%
1/17/2025 Janney Montgomery Scott LLC136,572$6.56M0.0%N/A1.543%
1/16/2025 Wealthquest Corp800,075$38.45M3.1%+3.2%9.040%
11/21/2024 Wealthquest Corp775,065$37.70M3.3%-2.6%7.974%
11/12/2024 49 Wealth Management LLC76,372$3.72M0.6%+19.9%0.786%
2/12/2024 Parallel Advisors LLC3,320$161K0.0%-54.8%0.044%
2/1/2024 Lindbrook Capital LLC2,000$97K0.0%N/A0.025%
11/6/2023 F M Investments LLC12,244$587K0.4%+9.2%0.177%
8/4/2023 Parallel Advisors LLC11,357$548K0.0%-43.3%0.167%
5/10/2023 WealthPLAN Partners LLC2,038$100K0.0%N/A0.030%
5/1/2023 F M Investments LLC11,063$544K0.5%+7.3%0.162%
4/25/2023 Parallel Advisors LLC20,037$985K0.0%+122.1%0.293%
2/16/2023 Alpha Financial Partners LLC4,642$227K0.3%N/A0.106%
2/6/2023 Parallel Advisors LLC9,020$440K0.0%N/A0.205%
1/31/2023 F M Investments LLC10,307$503K0.6%-71.7%0.234%
1/10/2023 Gries Financial LLC16,030$783K0.3%+125.3%0.422%
11/15/2022 Flow Traders U.S. LLC7,104$350K0.0%N/A0.284%
11/4/2022 F M Investments LLC36,461$1.80M2.9%N/A1.458%
10/31/2022 Gries Financial LLC7,115$350K0.1%N/A0.296%
(Data available from 1/1/2016 forward)

UTWO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UTWO shares?

During the previous two years, 9 institutional investors and hedge funds held shares of US Treasury 2 Year Note ETF. The most heavily invested institutionals were Wealthquest Corp ($38.45M), Janney Montgomery Scott LLC ($6.56M), 49 Wealth Management LLC ($6.46M), F M Investments LLC ($587K), Private Trust Co. NA ($178K), Crews Bank & Trust ($177K), and Parallel Advisors LLC ($161K).Learn more on UTWO's institutional investors.

Which institutional investors have been buying US Treasury 2 Year Note ETF stock?

Of the 9 institutional investors that purchased US Treasury 2 Year Note ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Janney Montgomery Scott LLC ($136.57K), 49 Wealth Management LLC ($70.70K), Wealthquest Corp ($25.01K), Parallel Advisors LLC ($11.02K), Crews Bank & Trust ($3.68K), Private Trust Co. NA ($3.30K), and WealthPLAN Partners LLC ($2.04K).

How much institutional buying is happening at US Treasury 2 Year Note ETF?

Institutional investors have bought a total of 256,099 shares in the last 24 months. This purchase volume represents approximately $12.33M in transactions.

Which US Treasury 2 Year Note ETF major shareholders have been selling company stock?

The following institutional investors have sold US Treasury 2 Year Note ETF stock in the last 24 months: Wealthquest Corp ($20.53K), and Parallel Advisors LLC ($12.70K).

How much institutional selling is happening at US Treasury 2 Year Note ETF?

Institutional investors have sold a total of 33,230 shares in the last 24 months. This volume of shares sold represents approximately $1.61M in transactions.



This page (NASDAQ:UTWO) was last updated on 2/22/2025 by MarketBeat.com Staff
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