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BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
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Overview Fund Activity

89 hedge funds and large institutions have $1.12B invested in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 20 reducing their positions, and 10 closing their positions.

Holders
89
Holders Change
+5
Holders Change %
+5.95%
% of All Funds
1.29%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
18
Increased
47
Reduced
20
Closed
10
Calls
–
Puts
$12.5M
Net Calls
-$12.5M
Net Calls Change
-$12.5M

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$125M
2
CAN
2
Cetera Advisor Networks
California
$125M
3
3AM
3
3EDGE Asset Management
Florida
$213M
4
WIM
4
WealthPlan Investment Management
Nebraska
$11.3M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$27M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$0
2
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$22.1M
3
TWM
3
Tanager Wealth Management
United Kingdom
$61.1M
4
APM
4
a16z Perennial Management
California
$92.8M
5
CIA
5
Compass Ion Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SMM
26
Stadion Money Management
Georgia
$5.21M +$135K +2,702 +3%
PCG
27
Prosperity Consulting Group
Maryland
$5.13M +$5.13M +102,015 New
PPW
28
Pasadena Private Wealth
California
$4.96M +$4.96M +98,527 New
AWAU
29
Alliance Wealth Advisors (Utah)
Utah
$4.76M +$1.74M +34,583 +58%
Bank of America
30
Bank of America
North Carolina
$4.61M +$2.65M +52,620 +135%
SPC
31
Sigma Planning Corp
Michigan
$4.46M +$1.72M +34,271 +63%
EMAM
32
Encompass More Asset Management
California
$4.4M +$4.4M +87,501 New
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$3.56M -$252K -5,000 -7%
KLC
34
Knowledge Leaders Capital
Colorado
$3.28M +$772K +15,340 +31%
AWA
35
Arete Wealth Advisors
Illinois
$2.98M +$976K +19,399 +49%
SB
36
Strategic Blueprint
Georgia
$2.91M +$45.3K +901 +2%
MC
37
Middleton & Co
Massachusetts
$2.82M +$2.62M +52,088 +1,302%
MML Investors Services
38
MML Investors Services
Massachusetts
$2.66M +$1.5M +29,835 +129%
WAG
39
Wallace Advisory Group
California
$2.47M -$4.65M -92,556 -65%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$2.32M +$874K +17,379 +60%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$2.32M +$1.94M +38,587 +519%
BTWM
42
Baker Tilly Wealth Management
Wisconsin
$2.3M +$460K +9,134 +25%
WAS
43
WESPAC Advisors SoCal
California
$2.08M +$15.6K +310 +0.8%
BWM
44
BlackDiamond Wealth Management
New York
$2.04M -$80.5K -1,601 -4%
ECM
45
Exchange Capital Management
Michigan
$1.99M +$390K +7,750 +24%
SPA
46
Shore Point Advisors
New Jersey
$1.97M -$14.4K -286 -0.7%
FNWA
47
Financial Network Wealth Advisors
Utah
$1.96M +$201 +4 +0%
FW
48
FirstPurpose Wealth
Utah
$1.78M -$32.5K -649 -2%
WSWA
49
Warren Street Wealth Advisors
California
$1.57M +$608K +12,083 +63%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$1.52M +$328K +6,512 +28%
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