US Treasury 2 Year Note ETF
UTWO • NASDAQ
US Treasury 2 Year Note ETF is an exchange-traded fund on NASDAQ. As of Q3 2025, 58 institutional investors hold shares in this ETF, with total holdings valued at $162.1M. MORGAN STANLEY is the largest holder with a position valued at $45.7M.
Overview
Overview of institutional ownership in UTWO as of Q3 2025
All Institutions
- Institutions
- 58
- Value Held
- $162.1M
- Shares Held
- 3.3M
- Avg Position
- $2.8M
- Median Position
- $709.9K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $987.4K
- Shares Held
- 20.3K
- Avg Position
- $987.4K
- Median Position
- $987.4K
Biggest Investors
Institutions with the largest positions in UTWO as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $45.7M 0.00% of portfolio |
L LPL Financial LLC Institution | $34.9M 0.01% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $8.3M 0.00% of portfolio |
 MML INVESTORS SERVICES, LLC RIA/Wealth | $7.9M 0.02% of portfolio |
4 49 WEALTH MANAGEMENT, LLC Institution | $7.4M 0.78% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $6.2M 0.00% of portfolio |
 UBS Group AG Institution | $5.2M 0.00% of portfolio |
 Luminist Capital LLC RIA/Wealth | $4.5M 4.40% of portfolio |
S STIFEL FINANCIAL CORP Long Only Manager | $4.1M 0.00% of portfolio |
 Janney Montgomery Scott LLC RIA/Wealth | $3.8M 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for UTWO in Q3 2025
- Traded
- +$16.2M
- Buyers
- 30
- Sellers
- 26
- Total Bought
- +$31.1M
- Total Sold
- −$15.0M
- Avg Position
- $2.5M
Biggest Buyers
| Institution | Net Bought |
|---|---|
MORGAN STANLEY RIA/Wealth | +$6.1M +126.1K shares |
Luminist Capital LLC RIA/Wealth | +$4.5M +93.4K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$3.4M +70.6K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | +$3.1M +63.0K shares |
K Kraft, Davis & Associates, LLC Institution | +$2.2M +45.8K shares |
J JANE STREET GROUP, LLC Institution | +$1.4M +28.6K shares |
T Tower Research Capital LLC Institution | +$1.4M +28.2K shares |
 KPP Advisory Services LLC RIA/Wealth | +$1.4M +27.9K shares |
S STIFEL FINANCIAL CORP Long Only Manager | +$1.2M +25.0K shares |
 PARK AVENUE SECURITIES LLC RIA/Wealth | +$1.2M +24.4K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
C Central Pacific Bank - Trust Division Institution | −$5.6M −115.6K shares |
 Empirical Asset Management, LLC RIA/Wealth | −$3.1M −64.2K shares |
Janney Montgomery Scott LLC RIA/Wealth | −$2.0M −41.4K shares |
 Comprehensive Portfolio Management, LLC RIA/Wealth | −$564.6K −11.6K shares |
 IFP Advisors, Inc RIA/Wealth | −$499.0K −10.3K shares |
H Heck Capital Advisors, LLC RIA/Wealth | −$433.5K −8.9K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$362.1K −7.5K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$331.2K −6.8K shares |
J J.W. COLE ADVISORS, INC. Institution | −$321.0K −6.6K shares |
−$262.1K −5.4K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited UTWO in Q3 2025
- New Positions
- 3
- New Value
- $7.1M
- Exited Positions
- 8
- Exited Value
- $2.1M
New Positions
| Institution | Position Value |
|---|---|
Luminist Capital LLC RIA/Wealth | $4.5M 93.4K shares |
KPP Advisory Services LLC RIA/Wealth | $1.4M 27.9K shares |
PARK AVENUE SECURITIES LLC RIA/Wealth | $1.2M 24.4K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Comprehensive Portfolio Management, LLC RIA/Wealth | $564.6K 11.6K shares |
J J.W. COLE ADVISORS, INC. Institution | $321.0K 6.6K shares |
$262.1K 5.4K shares | |
 Revolve Wealth Partners, LLC RIA/Wealth | $237.9K 4.9K shares |
V Vontobel Holding Ltd. Institution | $236.6K 4.9K shares |
 BCS Private Wealth Management, Inc. RIA/Wealth | $228.1K 4.7K shares |
 Kestra Advisory Services, LLC RIA/Wealth | $218.4K 4.5K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $9.7K 200.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in UTWO as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with UTWO as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Luminist Capital LLC RIA/Wealth | 4.40% $4.5M |
M Marshall & Sterling Wealth Advisors Inc. RIA/Wealth | 1.41% $2.2M |
4 49 WEALTH MANAGEMENT, LLC Institution | 0.78% $7.4M |
K Kraft, Davis & Associates, LLC Institution | 0.55% $2.2M |
Empirical Asset Management, LLC RIA/Wealth | 0.40% $1.4M |
 Curran Financial Partners, LLC RIA/Wealth | 0.20% $1.0M |
KPP Advisory Services LLC RIA/Wealth | 0.20% $1.4M |
 WealthBridge Capital Management, LLC RIA/Wealth | 0.19% $800.1K |
W Weaver Consulting Group RIA/Wealth | 0.18% $689.7K |
 Stewardship Advisors, LLC RIA/Wealth | 0.12% $513.5K |
Hedge Fund Spotlight
Discover hedge funds investing in UTWO
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in US Treasury 2 Year Note ETF
- Market Value
- $987.4K
- Shares Held
- 20.3K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
