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US Treasury 2 Year Note ETF

59 hedge funds and large institutions have $163M invested in US Treasury 2 Year Note ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

6% more capital invested

Capital invested by funds: $153M → $163M (+$9.79M)

1.81% more ownership

Funds ownership: 40.39%42.19% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 20

2% less funds holding

Funds holding: 6059 (-1)

Holders
59
Holders Change
-1
Holders Change %
-1.67%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
20
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
26
Independent Financial Group
California
$996K -$246K -5,082 -20%
Citadel Advisors
27
Citadel Advisors
Florida
$987K +$985K +20,331 New
Goldman Sachs
28
Goldman Sachs
New York
$971K
WCM
29
WealthBridge Capital Management
Ohio
$800K +$19.4K +400 +2%
CPBTD
30
Central Pacific Bank - Trust Division
Hawaii
$730K -$5.6M -115,612 -88%
WCG
31
Weaver Consulting Group
California
$690K -$145K -3,000 -17%
SWP
32
Stratos Wealth Partners
Ohio
$663K +$271K +5,603 +70%
SA
33
Stewardship Advisors
Pennsylvania
$514K +$175K +3,612 +52%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$512K
CA
35
CoreCap Advisors
Michigan
$430K +$411K +8,488 +2,332%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$389K -$194 -4 -0%
CTC
37
Central Trust Company
Missouri
$385K -$92K -1,900 -19%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$331K -$5.04K -104 -2%
CBT
39
Crews Bank & Trust
Florida
$321K +$50.1K +1,035 +19%
HCA
40
Heck Capital Advisors
Wisconsin
$314K -$432K -8,926 -58%
CFB
41
Cullen/Frost Bankers
Texas
$279K
TFS
42
Thoroughbred Financial Services
Tennessee
$278K -$149K -3,066 -35%
FMI
43
F/M Investments
District of Columbia
$276K -$3.19M -65,873 -92%
EH
44
Equitable Holdings
New York
$254K +$48 +1 +0%
Truist Financial
45
Truist Financial
North Carolina
$232K +$232K +4,786 New
ORC
46
O'Rourke & Company
Massachusetts
$215K -$47.2K -975 -18%
BIM
47
Brentview Investment Management
Illinois
$194K
ABWM
48
Alpine Bank Wealth Management
Colorado
$155K
RIA
49
Realta Investment Advisors
Delaware
$147K -$43.6K -900 -23%
ACA
50
Aptus Capital Advisors
Alabama
$126K -$3.78K -78 -3%

UTWO Hedge Fund Activity: Q3 2025 in Review

59 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in US Treasury 2 Year Note ETF (UTWO) for Q3 2025, worth a combined $163M — up 6.4% from $153M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new UTWO positions and 8 closed out — a net gain of 1 holder — while 20 added to existing stakes and 20 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.11M. The largest seller was Central Pacific Bank - Trust Division, cutting an estimated $5.6M.

  • 59 institutional investors held US Treasury 2 Year Note ETF (UTWO) as of Q3 2025, down from 60 in Q2 2025.
  • Funds reported $163M of US Treasury 2 Year Note ETF stock for Q3 2025, up 6.4% quarter-over-quarter.
  • 9 funds opened new US Treasury 2 Year Note ETF positions in Q3 2025 and 8 closed out, a net change of +1 holder.
  • The largest US Treasury 2 Year Note ETF buyer in Q3 2025 was Morgan Stanley, an estimated $6.11M added.
  • The largest US Treasury 2 Year Note ETF seller in Q3 2025 was Central Pacific Bank - Trust Division, an estimated $5.6M sold.

Based on aggregated 13F filings for Q3 2025.