BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
XFIV
19 hedge funds and large institutions have $116M invested in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 4 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
47% more capital invested
Capital invested by funds: $79.1M → $116M (+$37M)
0% more funds holding
Funds holding: 19 → 19 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
1.23% less ownership
Funds ownership: 96.49% → 95.26% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PA
Pineridge Advisors
St. Charles,
Missouri
|
+$33.7M |
| 2 |
ESL
Endurance Services Ltd
Purchase,
New York
|
+$1.21M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$987K |
| 4 |
Jane Street
New York
|
+$333K |
| 5 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$206K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$809K |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$803K |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$795K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$635K |
| 5 |
BFA
Brown Financial Advisors
Milford,
Ohio
|
-$525K |
XFIV Hedge Fund Activity: Q3 2024 in Review
19 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) for Q3 2024, worth a combined $116M — up 47% from $79.1M a quarter earlier.
Fund positioning in XFIV was balanced in Q3 2024: 4 funds opened new positions, 4 closed out, 7 added to existing stakes and 4 trimmed.
The largest buyer was Pineridge Advisors, opening a new position worth an estimated $33.7M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $809K sold.
- 19 institutional investors held BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (XFIV) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $116M of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF stock for Q3 2024, up 47% quarter-over-quarter.
- 4 funds opened new BondBloxx Bloomberg Five Year Target Duration US Treasury ETF positions in Q3 2024 and 4 closed out, a net change of 0 holders.
- The largest BondBloxx Bloomberg Five Year Target Duration US Treasury ETF buyer in Q3 2024 was Pineridge Advisors, an estimated $33.7M added.
- The largest BondBloxx Bloomberg Five Year Target Duration US Treasury ETF seller in Q3 2024 was Envestnet Asset Management, an estimated $809K sold.
Based on aggregated 13F filings for Q3 2024.