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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
Truist Financial
51
Truist Financial
North Carolina
$236K +$18.7K +387 +9%
SIG
52
Spinnaker Investment Group
California
$234K -$249K -5,162 -52%
VBFP
53
Valtinson Bruner Financial Planning
Minnesota
$230K -$104K -2,150 -31%
FMI
54
F/M Investments
District of Columbia
$220K +$219K +4,546 New
BIM
55
Brentview Investment Management
Illinois
$194K +$193K +4,000 New
RIA
56
Realta Investment Advisors
Delaware
$190K +$189K +3,920 New
PTC
57
Private Trust Company
Ohio
$179K
PS
58
Principal Securities
Iowa
$164K
ACA
59
Aptus Capital Advisors
Alabama
$141K -$6.17K -128 -4%
Comerica Bank
60
Comerica Bank
Texas
$75.6K +$48.2K +1,000 +179%
WBC
61
West Branch Capital
Massachusetts
$26.5K +$193 +4 +0.7%
AF
62
Allworth Financial
California
$8.87K
Wells Fargo
63
Wells Fargo
California
$5.09K +$5.06K +105 New
FRA
64
Front Row Advisors
California
$4.85K
Osaic Holdings
65
Osaic Holdings
Arizona
$1.07K +$1.06K +22 New
Fidelity Investments
66
Fidelity Investments
Massachusetts
$485 +$482 +10 New
DFA
67
DHJJ Financial Advisors
Illinois
$102
BIG
68
Boothe Investment Group
Delaware
-$21.1M -439,066 Closed
Citadel Advisors
69
Citadel Advisors
Florida
-$2.19M -45,626 Closed
WI
70
WBI Investments
New Jersey
-$1.23M -25,489 Closed
IWM
71
IHT Wealth Management
Illinois
-$1.04M -21,540 Closed
MWM
72
Maridea Wealth Management
New York
-$981K -20,407 Closed
MSA
73
Marino Stram & Associates
Massachusetts
-$322K -6,709 Closed
MWM
74
Meridian Wealth Management
Kentucky
-$284K -5,905 Closed
KAS
75
Kestra Advisory Services
Texas
-$238K -4,962 Closed

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.