BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
XFIV
5 hedge funds and large institutions have $35.7M invested in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
75% more capital invested
Capital invested by funds: $20.4M → $35.7M (+$15.3M)
25% more funds holding
Funds holding: 4 → 5 (+1)
0.14% less ownership
Funds ownership: 99.3% → 99.16% (-0.14%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
+$14.8M |
| 2 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$17K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$10.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$124K |
| 2 |
Jane Street
New York
|
-$87.3K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$98 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MERSOM
1
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
| $35.2M | +$14.8M | +300,661 | +75% |
|
|
2
Jane Street
New York
| $234K | -$87.3K | -1,768 | -27% |
|
|
FTUS
3
Flow Traders U.S.
New York
| $234K | -$124K | -2,521 | -35% |
|
|
WP
4
WealthPLAN Partners
Omaha,
Nebraska
| $17.2K | +$17K | +345 | New |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $10K | +$10.3K | +208 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$98 | -2 | Closed |
|
XFIV Hedge Fund Activity: Q1 2023 in Review
5 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) for Q1 2023, worth a combined $35.7M — up 75% from $20.4M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new XFIV positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Municipal Employees' Retirement System of Michigan, adding an estimated $14.8M. The largest seller was Flow Traders U.S., cutting an estimated $124K.
- 5 institutional investors held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) as of Q1 2023, up from 4 in Q4 2022.
- Funds reported $35.7M of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF stock for Q1 2023, up 75% quarter-over-quarter.
- 2 funds opened new BondBloxx Bloomberg Five Year Target Duration US Treasury ETF positions in Q1 2023 and 1 closed out, a net change of +1 holder.
- The largest BondBloxx Bloomberg Five Year Target Duration US Treasury ETF buyer in Q1 2023 was Municipal Employees' Retirement System of Michigan, an estimated $14.8M added.
- The largest BondBloxx Bloomberg Five Year Target Duration US Treasury ETF seller in Q1 2023 was Flow Traders U.S., an estimated $124K sold.
Based on aggregated 13F filings for Q1 2023.