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US Treasury 2 Year Note ETF

60 hedge funds and large institutions have $153M invested in US Treasury 2 Year Note ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 12

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6.85% less ownership

Funds ownership: 47.24%40.39% (-6.9%)

10% less funds holding

Funds holding: 6760 (-7)

14% less capital invested

Capital invested by funds: $178M → $153M (-$25.1M)

47% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 15

Holders
60
Holders Change
-7
Holders Change %
-10.45%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
27
Reduced
12
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$39.6M +$4.26M +88,082 +12%
LPL Financial
2
LPL Financial
California
$34.1M +$547K +11,305 +2%
4WM
3
49 Wealth Management
Texas
$6.86M +$52.4K +1,083 +0.8%
Raymond James Financial
4
Raymond James Financial
Florida
$6.55M +$533K +11,025 +9%
CPBTD
5
Central Pacific Bank - Trust Division
Hawaii
$6.34M +$6.48K +134 +0.1%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$5.84M -$96.6K -1,997 -2%
UBS Group
7
UBS Group
Switzerland
$5.16M +$1.85M +38,322 +56%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$4.9M -$203K -4,194 -4%
MML Investors Services
9
MML Investors Services
Massachusetts
$4.85M +$532K +11,006 +12%
EAM
10
Empirical Asset Management
Massachusetts
$4.51M +$168K +3,471 +4%
FMI
11
F/M Investments
District of Columbia
$3.47M +$3.24M +67,001 +1,474%
NA
12
NewEdge Advisors
Louisiana
$3.18M +$43K +889 +1%
Stifel Financial
13
Stifel Financial
Missouri
$2.86M +$312K +6,453 +12%
EWA
14
EP Wealth Advisors
California
$2.5M +$111K +2,288 +5%
MSWA
15
Marshall & Sterling Wealth Advisors
New York
$2.12M +$205K +4,234 +11%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.94M -$18.1M -373,687 -90%
WAP
17
Wealthcare Advisory Partners
Pennsylvania
$1.7M +$109K +2,263 +7%
IA
18
IFP Advisors
Florida
$1.5M +$408K +8,432 +37%
IA
19
Integrity Alliance
Iowa
$1.38M +$109K +2,245 +9%
PAG
20
Private Advisor Group
New Jersey
$1.32M +$177K +3,656 +16%
IFG
21
Independent Financial Group
California
$1.24M +$773K +15,976 +166%
Goldman Sachs
22
Goldman Sachs
New York
$971K +$722K +14,935 +295%
WCG
23
Weaver Consulting Group
California
$835K
CFP
24
Curran Financial Partners
South Carolina
$791K +$220K +4,552 +39%
WCM
25
WealthBridge Capital Management
Ohio
$780K +$33.9K +700 +5%

UTWO Hedge Fund Activity: Q2 2025 in Review

60 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in US Treasury 2 Year Note ETF (UTWO) for Q2 2025, worth a combined $153M — down 14% from $178M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of UTWO and 8 opened new positions — a net loss of 7 holders — while 12 trimmed existing stakes and 27 added.

The largest buyer was Morgan Stanley, adding an estimated $4.26M. The largest seller was Commonwealth Equity Services, cutting an estimated $18.1M.

  • 60 institutional investors held US Treasury 2 Year Note ETF (UTWO) as of Q2 2025, down from 67 in Q1 2025.
  • Funds reported $153M of US Treasury 2 Year Note ETF stock for Q2 2025, down 14% quarter-over-quarter.
  • 8 funds opened new US Treasury 2 Year Note ETF positions in Q2 2025 and 15 closed out, a net change of -7 holders.
  • The largest US Treasury 2 Year Note ETF buyer in Q2 2025 was Morgan Stanley, an estimated $4.26M added.
  • The largest US Treasury 2 Year Note ETF seller in Q2 2025 was Commonwealth Equity Services, an estimated $18.1M sold.

Based on aggregated 13F filings for Q2 2025.