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US Treasury 2 Year Note ETF (UTWO) Institutional Ownership

$48.10 +0.02 (+0.04%)
(As of 12/20/2024 05:16 PM ET)

Institutional Ownership Changes (13F Filings) for US Treasury 2 Year Note ETF (NASDAQ:UTWO)

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$713.88K
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$1.20M
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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
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%
1/10/2023Gries 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%
10/31/2022Gries 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, the following institutional investors and hedge funds held shares of US Treasury 2 Year Note ETF shares: Wealthquest Corp ($37.70M), 49 Wealth Management LLC ($3.72M), Gries Financial LLC ($783K), F M Investments LLC ($587K), Alpha Financial Partners LLC ($227K), Parallel Advisors LLC ($161K), and WealthPLAN Partners LLC ($100K).Learn more on UTWO's institutional investors.

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

The following institutional investors have purchased US Treasury 2 Year Note ETF stock in the last 24 months: Parallel Advisors LLC ($20.04K), 49 Wealth Management LLC ($12.66K), Gries Financial LLC ($8.92K), Alpha Financial Partners LLC ($4.64K), WealthPLAN Partners LLC ($2.04K), Lindbrook Capital LLC ($2K), and F M Investments LLC ($1.79K).

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

Institutional investors have bought a total of 52,075 shares in the last 24 months. This purchase volume represents approximately $2.54M 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: F M Investments LLC ($26.15K), 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 59,384 shares in the last 24 months. This volume of shares sold represents approximately $2.89M in transactions.



This page (NASDAQ:UTWO) was last updated on 12/21/2024 by MarketBeat.com Staff
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