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US Treasury 2 Year Note ETF

67 hedge funds and large institutions have $177M invested in US Treasury 2 Year Note ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

14% more funds holding

Funds holding: 5967 (+8)

8% more capital invested

Capital invested by funds: $163M → $177M (+$13.4M)

2.56% more ownership

Funds ownership: 42.19%44.76% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

12% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 25

Holders
67
Holders Change
+8
Holders Change %
+13.56%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
22
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$50.4M +$4.7M +96,676 +10%
LPL Financial
2
LPL Financial
California
$34M -$821K -16,892 -2%
MML Investors Services
3
MML Investors Services
Massachusetts
$9.02M +$1.11M +22,848 +14%
UBS Group
4
UBS Group
Switzerland
$8.96M +$3.81M +78,348 +74%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.88M +$551K +11,349 +7%
4WM
6
49 Wealth Management
Texas
$7.71M +$309K +6,357 +4%
Raymond James Financial
7
Raymond James Financial
Florida
$6.8M +$576K +11,850 +9%
Stifel Financial
8
Stifel Financial
Missouri
$4.9M +$826K +16,995 +20%
LC
9
Luminist Capital
Michigan
$4.73M +$191K +3,926 +4%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$3.47M -$368K -7,579 -10%
NA
11
NewEdge Advisors
Louisiana
$3.1M -$79.9K -1,644 -3%
EWA
12
EP Wealth Advisors
California
$2.8M +$2.8M +57,686 New
FMI
13
F/M Investments
District of Columbia
$2.67M +$2.39M +49,261 +868%
KDA
14
Kraft Davis & Associates
Missouri
$2.28M +$60.3K +1,241 +3%
MSWA
15
Marshall & Sterling Wealth Advisors
New York
$2.15M -$52.9K -1,089 -2%
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$1.78M -$84.7K -1,743 -5%
IA
17
Integrity Alliance
Iowa
$1.47M +$77.7K +1,600 +6%
KAS
18
KPP Advisory Services
Kentucky
$1.4M +$45.6K +938 +3%
TI
19
Tidal Investments
Wisconsin
$1.34M +$1.34M +27,594 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.3M -$280K -5,758 -18%
PAG
21
Private Advisor Group
New Jersey
$1.23M -$83.3K -1,714 -6%
IFG
22
Independent Financial Group
California
$1.23M +$237K +4,875 +24%
CFP
23
Curran Financial Partners
South Carolina
$1.15M +$129K +2,661 +13%
IA
24
IFP Advisors
Florida
$997K -$8.16K -168 -0.8%
WCM
25
WealthBridge Capital Management
Ohio
$837K +$36.9K +759 +5%

UTWO Hedge Fund Activity: Q4 2025 in Review

67 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in US Treasury 2 Year Note ETF (UTWO) for Q4 2025, worth a combined $177M — up 8.2% from $163M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new UTWO positions and 7 closed out — a net gain of 8 holders — while 22 added to existing stakes and 25 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.7M. The largest seller was Jane Street, exiting entirely with an estimated $1.39M sold.

  • 67 institutional investors held US Treasury 2 Year Note ETF (UTWO) as of Q4 2025, up from 59 in Q3 2025.
  • Funds reported $177M of US Treasury 2 Year Note ETF stock for Q4 2025, up 8.2% quarter-over-quarter.
  • 15 funds opened new US Treasury 2 Year Note ETF positions in Q4 2025 and 7 closed out, a net change of +8 holders.
  • The largest US Treasury 2 Year Note ETF buyer in Q4 2025 was Morgan Stanley, an estimated $4.7M added.
  • The largest US Treasury 2 Year Note ETF seller in Q4 2025 was Jane Street, an estimated $1.39M sold.

Based on aggregated 13F filings for Q4 2025.