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BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF

69 hedge funds and large institutions have $927M invested in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 5

43% more funds holding in top 10

Funds holding in top 10: 7 → 10 (+3)

41% more funds holding

Funds holding: 49 → 69 (+20)

35% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 17

10% more capital invested

Capital invested by funds: $845M → $927M (+$82M)

9.2% less ownership

Funds ownership: 102.62% → 93.42% (-9.2%)

Holders
69
Holders Change
+20
Holders Change %
+40.82%
% of All Funds
1.1%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
25
Increased
23
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$58.8M
2
TWM
Tanager Wealth Management
United Kingdom
+$23.9M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$17.7M
4
WAG
Wallace Advisory Group
California
+$7.8M
5
RVPG
Relative Value Partners Group
+$6.28M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$41.7M
2
3AM
3EDGE Asset Management
Florida
-$36.7M
3
Jane Street
Jane Street
New York
-$6.67M
4
TC
TownSquare Capital
Utah
-$4.22M
5
ETC
Exchange Traded Concepts
Oklahoma
-$2.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
LAS
26
Lloyd Advisory Services
Georgia
$3.64M +$3.64M +72,490 New
NG
27
Norden Group
Utah
$3.64M +$3.64M +72,490 New
OLVIG
28
Oliver Lagore Vanvalin Investment Group
Michigan
$3.55M +$3.54M +70,585 New
SPC
29
Sigma Planning Corp
Michigan
$3.25M +$975K +19,429 +43%
BCM
30
Blume Capital Management
California
$2.61M -$2.71M -54,060 -51%
FW
31
FirstPurpose Wealth
Utah
$2.57M +$272K +5,414 +12%
KLC
32
Knowledge Leaders Capital
Colorado
$2.48M -$10.5K -210 -0.4%
Jane Street
33
Jane Street
New York
$2.44M -$6.67M -132,964 -73%
BWM
34
BlackDiamond Wealth Management
New York
$2.22M +$589K +11,736 +36%
SPA
35
Shore Point Advisors
New Jersey
$1.84M -$1.8M -35,801 -49%
MG
36
Mather Group
Illinois
$1.84M +$110K +2,189 +6%
DI
37
DFPG Investments
Utah
$1.82M -$114K -2,271 -6%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$1.59M -$83.8K -1,671 -5%
ECM
39
Exchange Capital Management
Michigan
$1.34M +$382K +7,615 +40%
PWAG
40
Polaris Wealth Advisory Group
California
$1.17M -$243K -4,838 -17%
BRWA
41
B. Riley Wealth Advisors
Florida
$1.15M -$127K -2,524 -10%
CW
42
Connectus Wealth
Ohio
$1.12M +$1.11M +22,189 New
Bank of America
43
Bank of America
North Carolina
$980K +$614K +12,235 +168%
WWM
44
WT Wealth Management
Arizona
$945K +$943K +18,796 New
Citadel Advisors
45
Citadel Advisors
Florida
$898K +$897K +17,871 New
WMS
46
Wealth Management Solutions
Pennsylvania
$895K -$23K -459 -3%
APA
47
Astoria Portfolio Advisors
New York
$853K +$619K +12,326 +266%
TCM
48
Tuttle Capital Management
Connecticut
$804K +$803K +16,000 New
RW
49
Regimen Wealth
Georgia
$755K – – –
CA
50
Continuum Advisory
Idaho
$621K – – –
1
2
3

XHLF Hedge Fund Activity: Q3 2023 in Review

69 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) for Q3 2023, worth a combined $927M — up 9.7% from $845M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new XHLF positions and 5 closed out — a net gain of 20 holders — while 23 added to existing stakes and 17 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $58.8M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $41.7M sold.

  • 69 institutional investors held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) as of Q3 2023, up from 49 in Q2 2023.
  • Funds reported $927M of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock for Q3 2023, up 9.7% quarter-over-quarter.
  • 25 funds opened new BondBloxx Bloomberg Six Month Target Duration US Treasury ETF positions in Q3 2023 and 5 closed out, a net change of +20 holders.
  • The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF buyer in Q3 2023 was AE Wealth Management, an estimated $58.8M added.
  • The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF seller in Q3 2023 was Flow Traders U.S., an estimated $41.7M sold.

Based on aggregated 13F filings for Q3 2023.