US TREASURY 2YR NOTE ETF (UTWO) Institutional Ownership Changes & 13F Activity
US TREASURY 2YR NOTE ETF (UTWO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Tidal Investments Llc, 49 Wealth Management, Llc, Ubs Group Ag, and Newedge Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +23,768 | +12.4% | 215,713 | $10.35M | Q2 2026 | Sep 23, 2026 |
| 49 Wealth Management, Llc | Sell | -168,754 | -91.2% | 16,284 | $780.96K | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Buy | +28 | +0.5% | 5,568 | $267.04K | Q2 2026 | Aug 17, 2026 |
| Raymond James Financial Inc | Buy | +46,577 | +21.4% | 264,427 | $12.68M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +20,517 | +92.9% | 42,591 | $2.04M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Sell | -8,990 | -99.7% | 24 | $1.15K | Q2 2026 | Aug 14, 2026 |
| Federation Des Caisses Desjardins Du Quebec | Sell | -6,621 | -5.0% | 124,771 | $5.98M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +862 | — | 862 | $41.50K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +280,738 | +21.7% | 1,573,368 | $75.46M | Q2 2026 | Aug 13, 2026 |
| Tidal Investments Llc | Buy | +272,149 | +2077.2% | 285,251 | $13.68M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -58,488 | -39.2% | 90,673 | $4.35M | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Sell | -410 | -90.1% | 45 | $2.14K | Q2 2026 | Aug 13, 2026 |
| Newedge Advisors, Llc | Buy | +47,868 | +612.7% | 55,680 | $2.67M | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Sell | -8,075 | -8.5% | 86,607 | $4.15M | Q2 2026 | Aug 12, 2026 |
| Ep Wealth Advisors, Llc | Sell | -4,396 | -7.5% | 53,992 | $2.59M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +2,180 | +28.8% | 9,737 | $467.01K | Q2 2026 | Aug 12, 2026 |
| Curran Financial Partners, Llc | Sell | -737 | -3.8% | 18,461 | $885.39K | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, Ltd. | Sell | -5,424 | -11.2% | 43,072 | $2.07M | Q2 2026 | Aug 11, 2026 |
| Wbi Investments, Llc | Sell | -1,858 | -30.3% | 4,266 | $204.62K | Q2 2026 | Aug 11, 2026 |
| Proactive Wealth Strategies Llc | Buy | +7,416 | — | 7,416 | $355.67K | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | Buy | +4,895 | — | 4,895 | $234.76K | Q2 2026 | Aug 10, 2026 |
| Empirical Asset Management, Llc | Sell | -193 | -1.3% | 14,912 | $715.18K | Q2 2026 | Aug 10, 2026 |
| Mml Investors Services, Llc | Buy | +39,547 | +22.7% | 213,685 | $10.25M | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Sell | -22,658 | -3.2% | 692,082 | $33.19M | Q2 2026 | Aug 07, 2026 |
| Luminist Capital Llc | Buy | +10,336 | +9.7% | 116,753 | $5.60M | Q2 2026 | Aug 07, 2026 |
| Alpine Bank Wealth Management | Buy | +836 | — | 836 | $40.09K | Q2 2026 | Aug 07, 2026 |
| Insight Wealth Partners, Llc | Buy | +14,305 | +24.3% | 73,213 | $3.51M | Q2 2026 | Aug 06, 2026 |
| Rothschild Investment Llc | Buy | +200 | — | 200 | $9.59K | Q2 2026 | Aug 06, 2026 |
| Maridea Wealth Management Llc | Sell | -70 | -1.6% | 4,187 | $200.81K | Q2 2026 | Aug 06, 2026 |
| Highpoint Advisor Group Llc | Sell | -5,176 | -23.2% | 17,182 | $824.04K | Q2 2026 | Aug 05, 2026 |
Frequently asked questions about UTWO activity
Which institutional owners are buying UTWO?
Institutional owners buying UTWO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in UTWO activity?
"Buy" means an investor increased their reported position in UTWO compared to the prior reporting period. This reflects growing exposure to US TREASURY 2YR NOTE ETF (UTWO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in UTWO increasing?
Institutional interest in UTWO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.