US Treasury 2 Year Note ETF
UTWO
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.
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: 68 → 67 (-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: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.77M |
| 2 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$2.01M |
| 3 |
MSWA
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
+$1.86M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$1.73M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
Wealthquest
Cincinnati,
Ohio
|
-$37.9M |
| 2 |
BIG
Boothe Investment Group
Dover,
Delaware
|
-$21.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.19M |
| 4 |
KDA
Kraft Davis & Associates
St. Louis,
Missouri
|
-$2.16M |
| 5 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$1.23M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | -$228K | -4,742 | Closed |
|
|
WWA
77
Wingate Wealth Advisors
Lexington,
Massachusetts
| – | -$125K | -2,603 | Closed |
|
|
TAM
78
Tucker Asset Management
Littleton,
Colorado
| – | -$36.9K | -767 | 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.