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US Treasury 2 Year Note ETF

67 hedge funds and large institutions have $178M invested in US Treasury 2 Year Note ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 17

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

1% less funds holding

Funds holding: 6867 (-1)

3.55% less ownership

Funds ownership: 50.79%47.24% (-3.5%)

20% less capital invested

Capital invested by funds: $222M → $178M (-$43.3M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
67
Holders Change
-1
Holders Change %
-1.47%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
11
Increased
30
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
26
J.W. Cole Advisors
Florida
$894K +$889K +18,447 New
WCG
27
Weaver Consulting Group
California
$834K +$96.4K +2,000 +13%
HCA
28
Heck Capital Advisors
Wisconsin
$757K +$131K +2,724 +21%
WCM
29
WealthBridge Capital Management
Ohio
$745K +$24.1K +500 +3%
W
30
Wealthquest
Ohio
$655K -$37.9M -786,559 -98%
FAIM
31
Financial Advocates Investment Management
Washington
$592K +$48.5K +1,006 +9%
CFP
32
Curran Financial Partners
South Carolina
$569K -$48.5K -1,006 -8%
RWM
33
Ritholtz Wealth Management
New York
$557K -$4.39K -91 -0.8%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$511K
TFS
35
Thoroughbred Financial Services
Tennessee
$503K -$205K -4,250 -29%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$498K +$243K +5,043 +96%
CTC
37
Central Trust Company
Missouri
$476K +$474K +9,825 New
IFG
38
Independent Financial Group
California
$466K +$228K +4,727 +97%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$382K -$36.5K -757 -9%
FPW
40
Flagship Private Wealth
Massachusetts
$334K
TC
41
TownSquare Capital
Utah
$321K +$39.6K +822 +14%
CFB
42
Cullen/Frost Bankers
Texas
$279K +$108K +2,250 +64%
AAS
43
Avantax Advisory Services
Texas
$275K -$9.88K -205 -3%
CBT
44
Crews Bank & Trust
Florida
$270K +$91.6K +1,900 +52%
ORC
45
O'Rourke & Company
Massachusetts
$261K +$819 +17 +0.3%
SA
46
Stewardship Advisors
Pennsylvania
$257K +$50K +1,038 +24%
EH
47
Equitable Holdings
New York
$255K -$258K -5,347 -50%
Goldman Sachs
48
Goldman Sachs
New York
$246K +$17.4K +362 +8%
RWP
49
Revolve Wealth Partners
New Jersey
$238K
Vontobel Holding
50
Vontobel Holding
Switzerland
$236K

UTWO Hedge Fund Activity: Q1 2025 in Review

67 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in US Treasury 2 Year Note ETF (UTWO) for Q1 2025, worth a combined $178M — down 20% from $222M a quarter earlier.

Fund positioning in UTWO was balanced in Q1 2025: 11 funds opened new positions, 11 closed out, 30 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.77M. The largest seller was Wealthquest, cutting an estimated $37.9M.

  • 67 institutional investors held US Treasury 2 Year Note ETF (UTWO) as of Q1 2025, down from 68 in Q4 2024.
  • Funds reported $178M of US Treasury 2 Year Note ETF stock for Q1 2025, down 20% quarter-over-quarter.
  • 11 funds opened new US Treasury 2 Year Note ETF positions in Q1 2025 and 11 closed out, a net change of 0 holders.
  • The largest US Treasury 2 Year Note ETF buyer in Q1 2025 was Morgan Stanley, an estimated $8.77M added.
  • The largest US Treasury 2 Year Note ETF seller in Q1 2025 was Wealthquest, an estimated $37.9M sold.

Based on aggregated 13F filings for Q1 2025.