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BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF

91 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 19 funds opening new positions, 48 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 20

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

10% more funds holding in top 10

Funds holding in top 10: 10 → 11 (+1)

8% more capital invested

Capital invested by funds: $1.04B → $1.12B (+$78.9M)

7% more funds holding

Funds holding: 85 → 91 (+6)

0.47% less ownership

Funds ownership: 99.15% → 98.68% (-0.47%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $12.5M

Holders
91
Holders Change
+6
Holders Change %
+7.06%
% of All Funds
1.31%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
19
Increased
48
Reduced
20
Closed
10
Calls
–
Puts
$12.5M
Net Calls
-$12.5M
Net Calls Change
-$12.5M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$124M
2
CAN
Cetera Advisor Networks
California
+$51.5M
3
3AM
3EDGE Asset Management
Florida
+$16.8M
4
WIM
WealthPlan Investment Management
Nebraska
+$11.2M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$10.1M

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$76.3M
2
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$64.1M
3
TWM
Tanager Wealth Management
United Kingdom
-$27.5M
4
APM
a16z Perennial Management
California
-$15.2M
5
CIA
Compass Ion Advisors
Pennsylvania
-$8.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
SMM
26
Stadion Money Management
Georgia
$5.21M +$136K +2,702 +3%
PCG
27
Prosperity Consulting Group
Maryland
$5.13M +$5.12M +102,015 New
PPW
28
Pasadena Private Wealth
California
$4.96M +$4.95M +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 +$2.64M +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 -$251K -5,000 -7%
KLC
34
Knowledge Leaders Capital
Colorado
$3.28M +$771K +15,340 +31%
AWA
35
Arete Wealth Advisors
Illinois
$2.98M +$974K +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 +$873K +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 +$459K +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 -$80.4K -1,601 -4%
ECM
45
Exchange Capital Management
Michigan
$1.99M +$389K +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 -$32.6K -649 -2%
WSWA
49
Warren Street Wealth Advisors
California
$1.57M +$607K +12,083 +63%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$1.52M +$327K +6,512 +28%
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XHLF Hedge Fund Activity: Q1 2024 in Review

91 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) for Q1 2024, worth a combined $1.12B — up 7.6% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new XHLF positions and 10 closed out — a net gain of 9 holders — while 48 added to existing stakes and 20 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $124M. The largest seller was AE Wealth Management, exiting entirely with an estimated $76.3M sold.

  • 91 institutional investors held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) as of Q1 2024, up from 85 in Q4 2023.
  • Funds reported $1.12B of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock for Q1 2024, up 7.6% quarter-over-quarter.
  • 19 funds opened new BondBloxx Bloomberg Six Month Target Duration US Treasury ETF positions in Q1 2024 and 10 closed out, a net change of +9 holders.
  • The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $124M added.
  • The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF seller in Q1 2024 was AE Wealth Management, an estimated $76.3M sold.

Based on aggregated 13F filings for Q1 2024.