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US Treasury 2 Year Note ETF

59 hedge funds and large institutions have $152M invested in US Treasury 2 Year Note ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

13% less capital invested

Capital invested by funds: $174M → $152M (-$22M)

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

Holders
59
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$4.28M
2 +$3.25M
3 +$1.86M
4
Goldman Sachs
Goldman Sachs
New York
+$725K
5
LPL Financial
LPL Financial
California
+$549K

Top Sellers

1 -$18.1M
2 -$7.26M
3 -$3.67M
4
MA
Mutual Advisors
Nebraska
-$2.02M
5
SWM
SFG Wealth Management
Maryland
-$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$39.6M
LPL Financial
2
LPL Financial
California
$34.1M
4WM
3
49 Wealth Management
Texas
$6.86M
Raymond James Financial
4
Raymond James Financial
Florida
$6.55M
CPBTD
5
Central Pacific Bank - Trust Division
Hawaii
$6.34M
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$5.84M
UBS Group
7
UBS Group
Switzerland
$5.16M
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$4.9M
MML Investors Services
9
MML Investors Services
Massachusetts
$4.85M
EAM
10
Empirical Asset Management
Massachusetts
$4.51M
FMI
11
F/M Investments
District of Columbia
$3.47M
NA
12
NewEdge Advisors
Louisiana
$3.18M
Stifel Financial
13
Stifel Financial
Missouri
$2.86M
EWA
14
EP Wealth Advisors
California
$2.5M
MSWA
15
Marshall & Sterling Wealth Advisors
New York
$2.12M
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.94M
WAP
17
Wealthcare Advisory Partners
Pennsylvania
$1.7M
IA
18
IFP Advisors
Florida
$1.5M
IA
19
Integrity Alliance
Iowa
$1.38M
PAG
20
Private Advisor Group
New Jersey
$1.32M
Goldman Sachs
21
Goldman Sachs
New York
$971K
WCG
22
Weaver Consulting Group
California
$835K
CFP
23
Curran Financial Partners
South Carolina
$791K
WCM
24
WealthBridge Capital Management
Ohio
$780K
HCA
25
Heck Capital Advisors
Wisconsin
$747K