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

99 hedge funds and large institutions have $1.02B 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, 37 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+10
Holders Change %
+11.24%
% of All Funds
1.44%
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
37
Reduced
38
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PA
1
Pineridge Advisors
Missouri
$111M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$19M
3
FTUS
3
Flow Traders U.S.
New York
$6.35M
4
LWANC
4
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.02M
5
Bank of America
5
Bank of America
North Carolina
$8.47M

Top Sellers

1
APM
1
a16z Perennial Management
California
$76.7M
2
RVPG
2
Relative Value Partners Group
$0
3
3AM
3
3EDGE Asset Management
Florida
$206M
4
AAS
4
Avantax Advisory Services
Texas
$5.24M
5
SSWM
5
Strait & Sound Wealth Management
California
$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
51
Mather Group
Illinois
$1.17M +$634K +12,606 +118%
SP
52
Stonebrook Private
Michigan
$1.16M +$1.16M +23,143 New
LC
53
Legacy CG
Texas
$1.11M +$1.11M +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%
Morgan Stanley
56
Morgan Stanley
New York
$893K +$779K +15,492 +683%
RPCA
57
Running Point Capital Advisors
California
$799K -$101K -2,000 -11%
FFA
58
Farther Finance Advisors
California
$798K +$388K +7,758 +95%
Focus Partners Wealth
59
Focus Partners Wealth
Massachusetts
$782K +$782K +15,550 New
NG
60
Norden Group
Utah
$773K -$107K -2,121 -12%
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$747K -$119K -2,360 -14%
Stifel Financial
62
Stifel Financial
Missouri
$740K +$740K +14,710 New
WWM
63
WT Wealth Management
Arizona
$738K -$243K -4,824 -25%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$654K -$864K -17,188 -57%
AIC
65
Argus Investors Counsel
New York
$615K +$170K +3,387 +38%
SFS
66
Sowell Financial Services
Arkansas
$613K +$7.04K +140 +1%
LPL Financial
67
LPL Financial
California
$597K +$186K +3,697 +45%
FIA
68
Foundations Investment Advisors
Arizona
$516K -$128K -2,538 -20%
FGG
69
Financial Guidance Group
Florida
$483K -$5.03K -100 -1%
SM
70
Sweeney & Michel
California
$464K +$464K +9,256 New
MTC
71
Matrix Trust Company
Colorado
$448K +$18.1K +361 +4%
TCWM
72
Total Clarity Wealth Management
Illinois
$447K -$56.7K -1,128 -11%
BWS
73
Buck Wealth Strategies
Colorado
$438K +$438K +8,720 New
RWP
74
RWA Wealth Partners
Massachusetts
$430K -$53.5K -1,064 -11%
RW
75
Regimen Wealth
Georgia
$427K +$34.2K +680 +9%
1 2
3
4 5