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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
MG
51
Mather Group
Illinois
$1.17M +$632K +12,606 +118%
SP
52
Stonebrook Private
Michigan
$1.16M +$1.16M +23,143 New
LC
53
Legacy CG
Texas
$1.11M +$1.1M +22,017 New
BRWA
54
B. Riley Wealth Advisors
Florida
$1.04M -$107K -2,130 -9%
DAS
55
Diversify Advisory Services
Utah
$945K -$194K -3,868 -17%
GWM
56
Gibbs Wealth Management
Georgia
$917K +$614K +12,239 +204%
Morgan Stanley
57
Morgan Stanley
New York
$893K +$777K +15,492 +683%
RPCA
58
Running Point Capital Advisors
California
$799K -$100K -2,000 -11%
FFA
59
Farther Finance Advisors
California
$798K +$389K +7,758 +95%
Focus Partners Wealth
60
Focus Partners Wealth
Massachusetts
$782K +$780K +15,550 New
NG
61
Norden Group
Utah
$773K -$106K -2,121 -12%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$747K -$118K -2,360 -14%
Stifel Financial
63
Stifel Financial
Missouri
$740K +$738K +14,710 New
WWM
64
WT Wealth Management
Arizona
$738K -$242K -4,824 -25%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$654K -$862K -17,188 -57%
AIC
66
Argus Investors Counsel
New York
$615K +$170K +3,387 +38%
SFS
67
Sowell Financial Services
Arkansas
$613K +$7.02K +140 +1%
LPL Financial
68
LPL Financial
California
$597K +$185K +3,697 +45%
FIA
69
Foundations Investment Advisors
Arizona
$516K -$127K -2,538 -20%
FGG
70
Financial Guidance Group
Florida
$483K -$5.02K -100 -1%
SM
71
Sweeney & Michel
California
$464K +$464K +9,256 New
MTC
72
Matrix Trust Company
Colorado
$448K +$18.1K +361 +4%
TCWM
73
Total Clarity Wealth Management
Illinois
$447K -$56.6K -1,128 -11%
BWS
74
Buck Wealth Strategies
Colorado
$438K +$437K +8,720 New
RWP
75
RWA Wealth Partners
Massachusetts
$430K -$53.4K -1,064 -11%
1 2
3
4 5

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.