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

134 hedge funds and large institutions have $1.24B invested in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+29
Holders Change %
+27.62%
% of All Funds
1.8%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
40
Increased
44
Reduced
36
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QAM
Q3 Asset Management
Michigan
$173M
2
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$130M
3
TIM
Total Investment Management
Arizona
$93.7M
4
Wells Fargo
Wells Fargo
California
$23.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$17.5M

Top Sellers

1
TC
TownSquare Capital
Utah
$270K
2
GC
Garde Capital
Washington
$278K
3
3AM
3EDGE Asset Management
Florida
$42.9M
4
JFG
JDM Financial Group
Texas
$12.7M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$460K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
26
Sigma Planning Corp
Michigan
$8.08M +$352K +6,984 +5%
SSWM
27
Strait & Sound Wealth Management
California
$7.44M -$465K -9,241 -6%
SAW
28
Signal Advisors Wealth
Michigan
$6.28M +$2.47M +49,104 +65%
DWM
29
Diversify Wealth Management
Utah
$6.26M +$411K +8,183 +7%
Stifel Financial
30
Stifel Financial
Missouri
$6.04M +$6.04M +119,986 New
WSWA
31
Warren Street Wealth Advisors
California
$5.28M +$599K +11,905 +13%
HGA
32
Hobbs Group Advisors
South Carolina
$5.02M +$47.8K +950 +1%
AAS
33
Avantax Advisory Services
Texas
$4.51M -$6.34K -126 -0.1%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$4.5M -$48.9K -971 -1%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$4.39M +$3.66M +72,777 +502%
EMAM
36
Encompass More Asset Management
California
$4.01M +$289K +5,742 +8%
MRP
37
Measured Risk Portfolios
California
$3.87M -$600K -11,910 -13%
AI
38
Atria Investments
North Carolina
$3.77M +$3.77M +74,966 New
OLA
39
Oliver Luxxe Assets
New Jersey
$3.59M +$270K +5,359 +8%
CSP
40
Cary Street Partners
Virginia
$3.31M +$245K +4,857 +8%
SP
41
Stonebrook Private
Michigan
$3.26M +$296K +5,887 +10%
LCGC
42
Legacy Capital Group California
California
$3.12M +$3.12M +61,968 New
PWG
43
Portside Wealth Group
Utah
$2.72M +$17.5K +347 +0.6%
EF
44
Empowered Funds
Pennsylvania
$2.5M +$2.5M +49,768 New
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$2.28M +$2.28M +45,246 New
MTC
46
Matrix Trust Company
Colorado
$2.1M +$810K +16,093 +63%
AWM
47
Able Wealth Management
New Jersey
$2M +$571K +11,338 +40%
FW
48
FullCircle Wealth
Texas
$1.83M +$1.83M +36,520 New
SC
49
Syon Capital
California
$1.68M +$1.68M +33,350 New
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$1.65M +$650K +12,905 +65%
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