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BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF

49 hedge funds and large institutions have $845M invested in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 15 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

933% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 3

600% more funds holding in top 10

Funds holding in top 10: 1 → 7 (+6)

536% more capital invested

Capital invested by funds: $133M → $845M (+$712M)

400% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 3

133% more funds holding

Funds holding: 21 → 49 (+28)

40.11% more ownership

Funds ownership: 62.52% → 102.62% (+40%)

Holders
49
Holders Change
+28
Holders Change %
+133.33%
% of All Funds
0.77%
Holding in Top 10
7
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+600%
% of All Funds
0.11%
New
31
Increased
15
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
3AM
3EDGE Asset Management
Florida
+$401M
2
TC
TownSquare Capital
Utah
+$74.3M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$52M
4
FTUS
Flow Traders U.S.
New York
+$41.6M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$16.3M

Top Sellers

1
BFM
Boothbay Fund Management
New York
-$1.74M
2
ETC
Exchange Traded Concepts
Oklahoma
-$984K
3
Cerity Partners
Cerity Partners
New York
-$973K
4
Citadel Advisors
Citadel Advisors
Florida
-$229K
5
RVPG
Relative Value Partners Group
-$175K
Name Holding Trade Value Shares
Change 		Change in
Stake
DI
26
DFPG Investments
Utah
$1.94M +$1.94M +38,573 New
MG
27
Mather Group
Illinois
$1.72M +$1.72M +34,318 New
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$1.67M +$1.67M +33,332 New
BWM
29
BlackDiamond Wealth Management
New York
$1.62M +$1.62M +32,319 New
PWAG
30
Polaris Wealth Advisory Group
California
$1.41M +$172K +3,437 +14%
RVPG
31
Relative Value Partners Group
$1.35M -$175K -3,492 -11%
NWM
32
NEIRG Wealth Management
Massachusetts
$1.32M +$1.32M +26,264 New
BRWA
33
B. Riley Wealth Advisors
Florida
$1.28M +$55.3K +1,102 +5%
ECM
34
Exchange Capital Management
Michigan
$955K +$954K +19,006 New
WMS
35
Wealth Management Solutions
Pennsylvania
$918K +$917K +18,270 New
RW
36
Regimen Wealth
Georgia
$755K +$754K +15,024 New
CA
37
Continuum Advisory
Idaho
$620K +$619K +12,344 New
TCWM
38
Total Clarity Wealth Management
Illinois
$495K +$494K +9,853 New
Bank of America
39
Bank of America
North Carolina
$365K +$365K +7,264 New
WP
40
WealthPLAN Partners
Nebraska
$346K -$34.5K -687 -9%
MTC
41
Matrix Trust Company
Colorado
$286K +$286K +5,701 New
SOS
42
Silver Oak Securities
Tennessee
$256K +$256K +5,103 New
CAMG
43
CWA Asset Management Group
Florida
$236K +$236K +4,700 New
APA
44
Astoria Portfolio Advisors
New York
$233K +$233K +4,637 New
GRP
45
Global Retirement Partners
California
$184K +$20.7K +413 +13%
SIC
46
Salem Investment Counselors
North Carolina
$126K +$25.1K +500 +25%
EWA
47
EverSource Wealth Advisors
Alabama
$68K +$68K +1,354 New
PCM
48
Penserra Capital Management
California
$19K +$19.9K +396 New
HI
49
Harbour Investments
Wisconsin
$1.32K +$502 +10 +63%
BFM
50
Boothbay Fund Management
New York
– -$1.74M -34,500 Closed
1
2
3

XHLF Hedge Fund Activity: Q2 2023 in Review

49 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) for Q2 2023, worth a combined $845M — up 536% from $133M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new XHLF positions and 3 closed out — a net gain of 28 holders — while 15 added to existing stakes and 3 trimmed.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $401M. The largest seller was Boothbay Fund Management, exiting entirely with an estimated $1.74M sold.

  • 49 institutional investors held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) as of Q2 2023, up from 21 in Q1 2023.
  • Funds reported $845M of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock for Q2 2023, up 536% quarter-over-quarter.
  • 31 funds opened new BondBloxx Bloomberg Six Month Target Duration US Treasury ETF positions in Q2 2023 and 3 closed out, a net change of +28 holders.
  • The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF buyer in Q2 2023 was 3EDGE Asset Management, an estimated $401M added.
  • The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF seller in Q2 2023 was Boothbay Fund Management, an estimated $1.74M sold.

Based on aggregated 13F filings for Q2 2023.