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US Treasury 2 Year Note ETF

59 hedge funds and large institutions have $163M invested in US Treasury 2 Year Note ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

6% more capital invested

Capital invested by funds: $153M → $163M (+$9.79M)

1.81% more ownership

Funds ownership: 40.39%42.19% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 20

2% less funds holding

Funds holding: 6059 (-1)

Holders
59
Holders Change
-1
Holders Change %
-1.67%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
20
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$45.7M +$6.11M +126,130 +15%
LPL Financial
2
LPL Financial
California
$34.9M +$719K +14,849 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.33M +$3.42M +70,553 +70%
MML Investors Services
4
MML Investors Services
Massachusetts
$7.91M +$3.05M +62,985 +63%
4WM
5
49 Wealth Management
Texas
$7.41M +$544K +11,236 +8%
Raymond James Financial
6
Raymond James Financial
Florida
$6.22M -$330K -6,819 -5%
UBS Group
7
UBS Group
Switzerland
$5.15M -$13.7K -283 -0.3%
LC
8
Luminist Capital
Michigan
$4.53M +$4.52M +93,386 New
Stifel Financial
9
Stifel Financial
Missouri
$4.08M +$1.21M +25,048 +42%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$3.83M -$2.01M -41,396 -34%
NA
11
NewEdge Advisors
Louisiana
$3.18M -$10.5K -217 -0.3%
KDA
12
Kraft Davis & Associates
Missouri
$2.22M +$2.22M +45,780 New
MSWA
13
Marshall & Sterling Wealth Advisors
New York
$2.2M +$78.1K +1,613 +4%
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$1.86M +$159K +3,275 +9%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.58M -$361K -7,455 -19%
IA
16
Integrity Alliance
Iowa
$1.39M +$7.27K +150 +0.5%
EAM
17
Empirical Asset Management
Massachusetts
$1.39M -$3.11M -64,189 -69%
Jane Street
18
Jane Street
New York
$1.39M +$1.38M +28,592 New
TRCT
19
Tower Research Capital (TRC)
New York
$1.37M +$1.37M +28,200 New
KAS
20
KPP Advisory Services
Kentucky
$1.36M +$1.35M +27,931 New
PAG
21
Private Advisor Group
New Jersey
$1.32M -$2.62K -54 -0.2%
PAS
22
Park Avenue Securities
New York
$1.18M +$1.18M +24,368 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.07M +$1.06M +21,945 New
CFP
24
Curran Financial Partners
South Carolina
$1.03M +$234K +4,830 +30%
IA
25
IFP Advisors
Florida
$1M -$498K -10,275 -33%

UTWO Hedge Fund Activity: Q3 2025 in Review

59 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in US Treasury 2 Year Note ETF (UTWO) for Q3 2025, worth a combined $163M — up 6.4% from $153M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new UTWO positions and 8 closed out — a net gain of 1 holder — while 20 added to existing stakes and 20 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.11M. The largest seller was Central Pacific Bank - Trust Division, cutting an estimated $5.6M.

  • 59 institutional investors held US Treasury 2 Year Note ETF (UTWO) as of Q3 2025, down from 60 in Q2 2025.
  • Funds reported $163M of US Treasury 2 Year Note ETF stock for Q3 2025, up 6.4% quarter-over-quarter.
  • 9 funds opened new US Treasury 2 Year Note ETF positions in Q3 2025 and 8 closed out, a net change of +1 holder.
  • The largest US Treasury 2 Year Note ETF buyer in Q3 2025 was Morgan Stanley, an estimated $6.11M added.
  • The largest US Treasury 2 Year Note ETF seller in Q3 2025 was Central Pacific Bank - Trust Division, an estimated $5.6M sold.

Based on aggregated 13F filings for Q3 2025.