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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
Morgan Stanley
1
Morgan Stanley
New York
$35.2M +$8.77M +182,006 +33%
LPL Financial
2
LPL Financial
California
$33.5M -$20.3K -422 -0.1%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$20.1M +$1.43M +29,576 +8%
FTUS
4
Flow Traders U.S.
New York
$7.26M +$1.73M +35,874 +31%
4WM
5
49 Wealth Management
Texas
$6.79M +$278K +5,759 +4%
CPBTD
6
Central Pacific Bank - Trust Division
Hawaii
$6.33M +$44.1K +915 +0.7%
Raymond James Financial
7
Raymond James Financial
Florida
$6.01M +$223K +4,618 +4%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$5.93M -$686K -14,242 -10%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$5.09M +$1.14M +23,710 +29%
EAM
10
Empirical Asset Management
Massachusetts
$4.33M +$502K +10,406 +13%
MML Investors Services
11
MML Investors Services
Massachusetts
$4.31M +$995K +20,649 +30%
SA
12
Sanctuary Advisors
Indiana
$3.81M +$102K +2,114 +3%
AI
13
Atria Investments
North Carolina
$3.67M +$37.6K +780 +1%
UBS Group
14
UBS Group
Switzerland
$3.3M -$15.8K -327 -0.5%
NA
15
NewEdge Advisors
Louisiana
$3.14M -$121K -2,505 -4%
Stifel Financial
16
Stifel Financial
Missouri
$2.54M -$148K -3,072 -6%
EWA
17
EP Wealth Advisors
California
$2.39M +$598K +12,403 +34%
MA
18
Mutual Advisors
Nebraska
$2.02M +$2.01M +41,707 New
MSWA
19
Marshall & Sterling Wealth Advisors
New York
$1.92M +$1.86M +38,679 +4,508%
WAP
20
Wealthcare Advisory Partners
Pennsylvania
$1.59M +$194K +4,022 +14%
IA
21
Integrity Alliance
Iowa
$1.27M +$1.27M +26,285 New
SWM
22
SFG Wealth Management
Maryland
$1.23M +$1.23M +25,473 New
PAG
23
Private Advisor Group
New Jersey
$1.14M +$11.7K +242 +1%
IA
24
IFP Advisors
Florida
$1.09M -$176K -3,656 -14%
KDA
25
Kraft Davis & Associates
Missouri
$1.07M -$2.16M -44,796 -67%

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.