Who Owns UTWO?
US Treasury 2 Year Note ETF — Institutional Ownership & 13F Holdings
$48.18
+0.06 (+0.11%)
Market Cap
$412.0M
Shares Outstanding
8,974,579
Institutional Holders
63
Total Inst. Value
$107.5M
% of Float Held
—
QoQ Holder Change
+21
Institutional data as of Q1 2025
New Positions
20
Closed Positions
13
Increased
22
Decreased
14
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $35.2M | 726,716 |
| 2 | FLOW TRADERS U.S. LLC | $7.3M | 149,882 |
| 3 | 49 WEALTH MANAGEMENT, LLC | $6.8M | 140,175 |
| 4 | Central Pacific Bank - Trust Division | $6.3M | 130,514 |
| 5 | RAYMOND JAMES FINANCIAL INC | $6.0M | 123,969 |
| 6 | Janney Montgomery Scott LLCNew | $5.9M | 122,330 |
| 7 | Empirical Asset Management, LLCNew | $4.3M | 89,375 |
| 8 | MML INVESTORS SERVICES, LLC | $4.3M | 88,951 |
| 9 | UBS Group AG | $3.3M | 68,013 |
| 10 | NewEdge Advisors, LLC | $3.1M | 64,725 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +182K | $35.2M |
| FLOW TRADERS U.S. LLC | +36K | $7.3M |
| 49 WEALTH MANAGEMENT, LLC | +6K | $6.8M |
| Central Pacific Bank - Trust Division | +915 | $6.3M |
| RAYMOND JAMES FINANCIAL INC | +5K | $6.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Kraft, Davis & Associates, LLC | -45K | $1.1M |
| Equitable Holdings, Inc. | -5K | $255K |
| THOROUGHBRED FINANCIAL SERVICES, LLC | -4K | $503K |
| IFP Advisors, Inc | -4K | $1.1M |
| STIFEL FINANCIAL CORP | -3K | $2.5M |
Related Stocks
Frequently Asked Questions
How many institutional investors hold UTWO?
As of Q1 2025, 63 institutional investors report holding UTWO (US Treasury 2 Year Note ETF) in their 13F filings.
Which hedge fund owns the most UTWO?
The largest institutional holder of UTWO is MORGAN STANLEY with $35.2M in shares.
Are institutions buying or selling UTWO?
This quarter, 20 institutions opened new positions in UTWO and 13 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.