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US Treasury 2 Year Note ETF
UTWO

Overview Fund Activity

65 hedge funds and large institutions have $174M invested in US Treasury 2 Year Note ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
-2
Holders Change %
-2.99%
% of All Funds
0.88%
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
28
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$35.2M
2
MA
Mutual Advisors
Nebraska
$2.02M
3
MSWA
Marshall & Sterling Wealth Advisors
New York
$1.92M
4
FTUS
Flow Traders U.S.
New York
$7.27M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$20.1M

Top Sellers

1
W
Wealthquest
Ohio
$655K
2
BIG
Boothe Investment Group
Delaware
$0
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
KDA
Kraft Davis & Associates
Missouri
$1.07M
5
WI
WBI Investments
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VBFP
51
Valtinson Bruner Financial Planning
Minnesota
$230K -$104K -2,150 -31%
FMI
52
F/M Investments
District of Columbia
$220K +$220K +4,546 New
BIM
53
Brentview Investment Management
Illinois
$194K +$194K +4,000 New
RIA
54
Realta Investment Advisors
Delaware
$190K +$190K +3,920 New
PTC
55
Private Trust Company
Ohio
$179K – – –
PS
56
Principal Securities
Iowa
$164K – – –
ACA
57
Aptus Capital Advisors
Alabama
$141K -$6.2K -128 -4%
Comerica Bank
58
Comerica Bank
Texas
$75.6K +$48.5K +1,000 +179%
WBC
59
West Branch Capital
Massachusetts
$26.5K +$194 +4 +0.7%
AF
60
Allworth Financial
California
$8.87K – – –
Wells Fargo
61
Wells Fargo
California
$5.09K +$5.09K +105 New
FRA
62
Front Row Advisors
California
$4.85K – – –
Osaic Holdings
63
Osaic Holdings
Arizona
$1.07K +$1.07K +22 New
Fidelity Investments
64
Fidelity Investments
Massachusetts
$485 +$485 +10 New
DFA
65
DHJJ Financial Advisors
Illinois
$102 – – –
BIG
66
Boothe Investment Group
Delaware
– -$21.1M -439,066 Closed
Citadel Advisors
67
Citadel Advisors
Florida
– -$2.19M -45,626 Closed
WI
68
WBI Investments
New Jersey
– -$1.23M -25,489 Closed
IWM
69
IHT Wealth Management
Illinois
– -$1.04M -21,540 Closed
MWM
70
Maridea Wealth Management
New York
– -$981K -20,407 Closed
MSA
71
Marino Stram & Associates
Massachusetts
– -$322K -6,709 Closed
MWM
72
Meridian Wealth Management
Kentucky
– -$284K -5,905 Closed
KAS
73
Kestra Advisory Services
Texas
– -$238K -4,962 Closed
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
– -$228K -4,742 Closed
WWA
75
Wingate Wealth Advisors
Massachusetts
– -$125K -2,603 Closed
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