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

98 hedge funds and large institutions have $811M invested in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
-1
Holders Change %
-1.01%
% of All Funds
1.42%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
15
Increased
34
Reduced
44
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCA
1
Carrera Capital Advisors
Michigan
$94.2M
2
NCM
2
Northland Capital Management
Minnesota
$23.9M
3
JFG
3
JDM Financial Group
Texas
$14.5M
4
AP
4
Advisors Preferred
Maryland
$12M
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$8.52M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$0
2
PA
2
Pineridge Advisors
Missouri
$4.73M
3
3AM
3
3EDGE Asset Management
Florida
$129M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$5.52M
5
TC
5
TownSquare Capital
Utah
$24M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
51
Prosperity Consulting Group
Maryland
$1.51M -$1.59M -31,611 -51%
AWA
52
Arete Wealth Advisors
Illinois
$1.46M -$1.59M -31,484 -52%
SM
53
Sweeney & Michel
California
$1.45M +$985K +19,581 +212%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$1.37M -$247K -4,902 -15%
PAG
55
Private Advisory Group
Washington
$1.13M +$1.13M +22,402 New
WWM
56
WT Wealth Management
Arizona
$1.06M +$325K +6,463 +44%
Morgan Stanley
57
Morgan Stanley
New York
$1.05M +$157K +3,114 +18%
WIM
58
WealthPlan Investment Management
Nebraska
$1M -$8.35M -165,633 -89%
FFA
59
Farther Finance Advisors
California
$946K +$142K +2,814 +18%
BWM
60
BlackDiamond Wealth Management
New York
$885K -$1.65M -32,878 -65%
NG
61
Norden Group
Utah
$831K +$55.7K +1,105 +7%
BRWA
62
B. Riley Wealth Advisors
Florida
$822K -$224K -4,447 -21%
RPCA
63
Running Point Capital Advisors
California
$804K +$2.42K +48 +0.3%
RWP
64
RWA Wealth Partners
Massachusetts
$703K +$272K +5,389 +63%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$680K +$24.5K +485 +4%
Jane Street
66
Jane Street
New York
$597K -$4.96M -98,424 -89%
AIC
67
Argus Investors Counsel
New York
$561K -$56.2K -1,115 -9%
SFS
68
Sowell Financial Services
Arkansas
$537K -$78.2K -1,550 -13%
EWA
69
Etesian Wealth Advisors
Oregon
$505K +$505K +10,011 New
FGG
70
Financial Guidance Group
Florida
$484K – – –
AFAS
71
Acorn Financial Advisory Services
Virginia
$460K +$39.4K +782 +9%
TCWM
72
Total Clarity Wealth Management
Illinois
$451K +$3.08K +61 +0.7%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$416K -$331K -6,578 -44%
SFB
74
STAR Financial Bank
Indiana
$414K +$414K +8,216 New
BWS
75
Buck Wealth Strategies
Colorado
$412K -$27.9K -553 -6%
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3
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