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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
IFG
51
Independent Financial Group
California
$1.45M +$259K +5,148 +22%
BRWA
52
B. Riley Wealth Advisors
Florida
$1.15M – – –
DAS
53
Diversify Advisory Services
Utah
$1.14M +$1.14M +22,724 New
WWM
54
WT Wealth Management
Arizona
$981K +$703 +14 +0.1%
RPCA
55
Running Point Capital Advisors
California
$900K +$544K +10,832 +154%
NG
56
Norden Group
Utah
$880K +$879K +17,490 New
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$866K -$72.3K -1,439 -8%
TCA
58
Transcend Capital Advisors
New Jersey
$825K +$824K +16,400 New
CW
59
Connectus Wealth
Ohio
$820K -$38.1K -759 -4%
HF
60
HRT Financial
New York
$645K +$644K +12,828 New
FIA
61
Foundations Investment Advisors
Arizona
$644K +$643K +12,795 New
SFS
62
Sowell Financial Services
Arkansas
$606K +$60.2K +1,198 +11%
MG
63
Mather Group
Illinois
$536K -$100K -1,997 -16%
TCWM
64
Total Clarity Wealth Management
Illinois
$504K +$6.53K +130 +1%
FGG
65
Financial Guidance Group
Florida
$488K – – –
RWP
66
RWA Wealth Partners
Massachusetts
$484K -$970K -19,304 -67%
AIC
67
Argus Investors Counsel
New York
$445K +$445K +8,852 New
MTC
68
Matrix Trust Company
Colorado
$430K +$124K +2,460 +40%
LPL Financial
69
LPL Financial
California
$411K +$410K +8,171 New
FFA
70
Farther Finance Advisors
California
$410K +$411K +8,187 New
AFAS
71
Acorn Financial Advisory Services
Virginia
$410K +$4.37K +87 +1%
RW
72
Regimen Wealth
Georgia
$393K +$127K +2,530 +48%
CA
73
Continuum Advisory
Idaho
$318K +$102K +2,022 +47%
Corient Private Wealth
74
Corient Private Wealth
Florida
$317K +$316K +6,295 New
GWM
75
Gibbs Wealth Management
Georgia
$302K +$301K +5,997 New
1 2
3
4 5

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.