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US Treasury 2 Year Note ETF
UTWO

60 hedge funds and large institutions have $153M invested in US Treasury 2 Year Note ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 12

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6.85% less ownership

Funds ownership: 47.24% → 40.39% (-6.9%)

10% less funds holding

Funds holding: 67 → 60 (-7)

14% less capital invested

Capital invested by funds: $178M → $153M (-$25.1M)

47% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 15

Holders
60
Holders Change
-7
Holders Change %
-10.45%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
27
Reduced
12
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.26M
2
FMI
F/M Investments
District of Columbia
+$3.24M
3
UBS Group
UBS Group
Switzerland
+$1.85M
4
IFG
Independent Financial Group
California
+$773K
5
Goldman Sachs
Goldman Sachs
New York
+$722K

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$18.1M
2
FTUS
Flow Traders U.S.
New York
-$7.26M
3
SA
Sanctuary Advisors
Indiana
-$3.81M
4
AI
Atria Investments
North Carolina
-$3.67M
5
MA
Mutual Advisors
Nebraska
-$2.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
26
Heck Capital Advisors
Wisconsin
$747K -$10.6K -220 -1%
RWM
27
Ritholtz Wealth Management
New York
$565K +$6.48K +134 +1%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$512K – – –
CTC
29
Central Trust Company
Missouri
$477K – – –
TFS
30
Thoroughbred Financial Services
Tennessee
$427K -$76.2K -1,575 -15%
SWP
31
Stratos Wealth Partners
Ohio
$391K +$390K +8,057 New
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$389K -$109K -2,261 -22%
SA
33
Stewardship Advisors
Pennsylvania
$338K +$79.9K +1,651 +31%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$336K -$46.1K -954 -12%
JWCA
35
J.W. Cole Advisors
Florida
$321K -$572K -11,833 -64%
CFB
36
Cullen/Frost Bankers
Texas
$279K – – –
CBT
37
Crews Bank & Trust
Florida
$271K – – –
ORC
38
O'Rourke & Company
Massachusetts
$263K +$1.16K +24 +0.4%
FAIM
39
Financial Advocates Investment Management
Washington
$262K -$330K -6,816 -56%
EH
40
Equitable Holdings
New York
$254K -$1.16K -24 -0.5%
RWP
41
Revolve Wealth Partners
New Jersey
$238K – – –
Vontobel Holding
42
Vontobel Holding
Switzerland
$237K – – –
BPWM
43
BCS Private Wealth Management
New Jersey
$228K +$227K +4,700 New
KAS
44
Kestra Advisory Services
Texas
$218K +$218K +4,500 New
AAS
45
Avantax Advisory Services
Texas
$207K -$68.2K -1,411 -25%
BIM
46
Brentview Investment Management
Illinois
$194K – – –
RIA
47
Realta Investment Advisors
Delaware
$190K – – –
ABWM
48
Alpine Bank Wealth Management
Colorado
$155K +$155K +3,200 New
ACA
49
Aptus Capital Advisors
Alabama
$129K -$11.5K -238 -8%
Comerica Bank
50
Comerica Bank
Texas
$112K +$36.3K +750 +48%
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UTWO Hedge Fund Activity: Q2 2025 in Review

60 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in US Treasury 2 Year Note ETF (UTWO) for Q2 2025, worth a combined $153M — down 14% from $178M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of UTWO and 8 opened new positions — a net loss of 7 holders — while 12 trimmed existing stakes and 27 added.

The largest buyer was Morgan Stanley, adding an estimated $4.26M. The largest seller was Commonwealth Equity Services, cutting an estimated $18.1M.

  • 60 institutional investors held US Treasury 2 Year Note ETF (UTWO) as of Q2 2025, down from 67 in Q1 2025.
  • Funds reported $153M of US Treasury 2 Year Note ETF stock for Q2 2025, down 14% quarter-over-quarter.
  • 8 funds opened new US Treasury 2 Year Note ETF positions in Q2 2025 and 15 closed out, a net change of -7 holders.
  • The largest US Treasury 2 Year Note ETF buyer in Q2 2025 was Morgan Stanley, an estimated $4.26M added.
  • The largest US Treasury 2 Year Note ETF seller in Q2 2025 was Commonwealth Equity Services, an estimated $18.1M sold.

Based on aggregated 13F filings for Q2 2025.