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BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF

101 hedge funds and large institutions have $1.03B invested in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

11% more funds holding

Funds holding: 91 → 101 (+10)

3% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 39

9% less capital invested

Capital invested by funds: $1.12B → $1.03B (-$96.8M)

10.3% less ownership

Funds ownership: 98.68% → 88.38% (-10%)

18% less funds holding in top 10

Funds holding in top 10: 11 → 9 (-2)

Holders
101
Holders Change
+10
Holders Change %
+10.99%
% of All Funds
1.46%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
20
Increased
38
Reduced
39
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PA
Pineridge Advisors
Missouri
+$32.2M
2
Osaic Holdings
Osaic Holdings
Arizona
+$19M
3
FTUS
Flow Traders U.S.
New York
+$6.33M
4
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
+$4.01M
5
Bank of America
Bank of America
North Carolina
+$3.86M

Top Sellers

Rank Fund Capital Flow
1
APM
a16z Perennial Management
California
-$16M
2
RVPG
Relative Value Partners Group
-$7.99M
3
3AM
3EDGE Asset Management
Florida
-$6.72M
4
AAS
Avantax Advisory Services
Texas
-$4.62M
5
SSWM
Strait & Sound Wealth Management
California
-$4.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
WP
26
WealthPLAN Partners
Nebraska
$5.83M -$870K -17,344 -13%
Jane Street
27
Jane Street
New York
$5.54M -$1.36M -27,052 -20%
AWAU
28
Alliance Wealth Advisors (Utah)
Utah
$5.29M +$527K +10,503 +11%
AAS
29
Avantax Advisory Services
Texas
$5.24M -$4.62M -92,022 -47%
EMAM
30
Encompass More Asset Management
California
$4.86M +$463K +9,236 +11%
HGA
31
Hobbs Group Advisors
South Carolina
$4.53M +$4.52M +90,134 New
LWANC
32
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.02M +$4.01M +79,961 New
PPW
33
Pasadena Private Wealth
California
$3.35M -$1.61M -31,992 -32%
PCG
34
Prosperity Consulting Group
Maryland
$3.09M -$2.03M -40,500 -40%
AWA
35
Arete Wealth Advisors
Illinois
$3.04M +$59.3K +1,181 +2%
WAG
36
Wallace Advisory Group
California
$2.85M +$377K +7,507 +15%
MML Investors Services
37
MML Investors Services
Massachusetts
$2.8M +$140K +2,784 +5%
WAS
38
WESPAC Advisors SoCal
California
$2.74M +$658K +13,121 +32%
DWM
39
Diversify Wealth Management
Utah
$2.71M +$2.7M +53,873 New
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$2.67M +$353K +7,039 +15%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$2.56M -$999K -19,910 -28%
BWM
42
BlackDiamond Wealth Management
New York
$2.54M +$495K +9,871 +24%
TCA
43
Transcend Capital Advisors
New Jersey
$2.31M +$1.48M +29,460 +180%
ECM
44
Exchange Capital Management
Michigan
$2.23M +$245K +4,888 +12%
WSWA
45
Warren Street Wealth Advisors
California
$2.19M +$620K +12,360 +40%
MOS
46
MGO One Seven
Ohio
$2.14M +$2.13M +42,530 New
SPA
47
Shore Point Advisors
New Jersey
$2.01M +$36K +718 +2%
FNWA
48
Financial Network Wealth Advisors
Utah
$1.85M -$102K -2,024 -5%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$1.61M -$701K -13,964 -30%
SB
50
Strategic Blueprint
Georgia
$1.45M -$1.45M -28,980 -50%
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XHLF Hedge Fund Activity: Q2 2024 in Review

101 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) for Q2 2024, worth a combined $1.03B — down 8.6% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new XHLF positions and 7 closed out — a net gain of 13 holders — while 38 added to existing stakes and 39 trimmed.

The largest buyer was Pineridge Advisors, adding an estimated $32.2M. The largest seller was a16z Perennial Management, cutting an estimated $16M.

  • 101 institutional investors held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) as of Q2 2024, up from 91 in Q1 2024.
  • Funds reported $1.03B of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock for Q2 2024, down 8.6% quarter-over-quarter.
  • 20 funds opened new BondBloxx Bloomberg Six Month Target Duration US Treasury ETF positions in Q2 2024 and 7 closed out, a net change of +13 holders.
  • The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF buyer in Q2 2024 was Pineridge Advisors, an estimated $32.2M added.
  • The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF seller in Q2 2024 was a16z Perennial Management, an estimated $16M sold.

Based on aggregated 13F filings for Q2 2024.