BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
XFIV
19 hedge funds and large institutions have $79.1M invested in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 0 closing their positions.
36% more funds holding
Funds holding: 14 → 19 (+5)
11% more capital invested
Capital invested by funds: $71.3M → $79.1M (+$7.78M)
6.26% more ownership
Funds ownership: 90.23% → 96.49% (+6.3%)
57% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LC
Legacy CG
Plano,
Texas
|
+$4.28M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.01M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$630K |
| 4 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$153K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$72.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.7M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$1.41M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$416K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$328K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$105K |
XFIV Hedge Fund Activity: Q2 2024 in Review
19 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) for Q2 2024, worth a combined $79.1M — up 11% from $71.3M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new XFIV positions and 0 closed out — a net gain of 5 holders — while 3 added to existing stakes and 7 trimmed.
The largest buyer was Legacy CG, opening a new position worth an estimated $4.28M. The largest seller was Jane Street, cutting an estimated $1.7M.
- 19 institutional investors held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) as of Q2 2024, up from 14 in Q1 2024.
- Funds reported $79.1M of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF stock for Q2 2024, up 11% quarter-over-quarter.
- 5 funds opened new BondBloxx Bloomberg Five Year Target Duration US Treasury ETF positions in Q2 2024 and 0 closed out, a net change of +5 holders.
- The largest BondBloxx Bloomberg Five Year Target Duration US Treasury ETF buyer in Q2 2024 was Legacy CG, an estimated $4.28M added.
- The largest BondBloxx Bloomberg Five Year Target Duration US Treasury ETF seller in Q2 2024 was Jane Street, an estimated $1.7M sold.
Based on aggregated 13F filings for Q2 2024.