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US Treasury 2 Year Note ETF

73 hedge funds and large institutions have $204M invested in US Treasury 2 Year Note ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

42% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 19

15% more capital invested

Capital invested by funds: $177M → $204M (+$27M)

9% more funds holding

Funds holding: 6773 (+6)

4.31% more ownership

Funds ownership: 44.76%49.07% (+4.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
73
Holders Change
+6
Holders Change %
+8.96%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
27
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$62.4M +$12.4M +255,026 +25%
LPL Financial
2
LPL Financial
California
$34.5M +$674K +13,884 +2%
Raymond James Financial
3
Raymond James Financial
Florida
$10.5M +$3.78M +77,825 +56%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.27M +$443K +9,140 +5%
4WM
5
49 Wealth Management
Texas
$8.93M +$1.27M +26,187 +16%
MML Investors Services
6
MML Investors Services
Massachusetts
$8.41M -$565K -11,652 -6%
UBS Group
7
UBS Group
Switzerland
$7.2M -$1.71M -35,239 -19%
FDCDDQ
8
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.34M +$6.37M +131,392 New
LC
9
Luminist Capital
Michigan
$5.14M +$442K +9,105 +9%
Stifel Financial
10
Stifel Financial
Missouri
$4.57M -$306K -6,298 -6%
NA
11
NewEdge Advisors
Louisiana
$3.14M +$61.6K +1,269 +2%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$3.13M -$321K -6,623 -9%
MSWA
13
Marshall & Sterling Wealth Advisors
New York
$2.85M +$719K +14,818 +33%
IWP
14
Insight Wealth Partners
Texas
$2.84M +$2.86M +58,908 New
EWA
15
EP Wealth Advisors
California
$2.82M +$34.1K +702 +1%
SWP
16
Stratos Wealth Partners
Ohio
$2.34M +$1.84M +37,872 +356%
Citadel Advisors
17
Citadel Advisors
Florida
$2.09M +$1.62M +33,351 +339%
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$1.84M +$71.8K +1,479 +4%
IA
19
Integrity Alliance
Iowa
$1.72M +$264K +5,437 +18%
4A
20
4Wealth Advisors
Illinois
$1.48M +$1.49M +30,641 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.48M +$182K +3,759 +14%
KAS
22
KPP Advisory Services
Kentucky
$1.39M
Goldman Sachs
23
Goldman Sachs
New York
$1.3M +$583K +12,016 +80%
IFG
24
Independent Financial Group
California
$1.18M -$40.9K -844 -3%
PAG
25
Private Advisor Group
New Jersey
$1.12M -$105K -2,156 -8%

UTWO Hedge Fund Activity: Q1 2026 in Review

73 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in US Treasury 2 Year Note ETF (UTWO) for Q1 2026, worth a combined $204M — up 15% from $177M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new UTWO positions and 6 closed out — a net gain of 9 holders — while 27 added to existing stakes and 19 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12.4M. The largest seller was F/M Investments, cutting an estimated $2.4M.

  • 73 institutional investors held US Treasury 2 Year Note ETF (UTWO) as of Q1 2026, up from 67 in Q4 2025.
  • Funds reported $204M of US Treasury 2 Year Note ETF stock for Q1 2026, up 15% quarter-over-quarter.
  • 15 funds opened new US Treasury 2 Year Note ETF positions in Q1 2026 and 6 closed out, a net change of +9 holders.
  • The largest US Treasury 2 Year Note ETF buyer in Q1 2026 was Morgan Stanley, an estimated $12.4M added.
  • The largest US Treasury 2 Year Note ETF seller in Q1 2026 was F/M Investments, an estimated $2.4M sold.

Based on aggregated 13F filings for Q1 2026.