XHLF icon

BondBloxx Bloomberg Six Month Target Duration US Treasury ETF

100 hedge funds and large institutions have $602M invested in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 25 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+2
Holders Change %
+2.04%
% of All Funds
1.33%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
21
Increased
25
Reduced
44
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AFAS
51
Acorn Financial Advisory Services
Virginia
$742K +$284K +5,664 +62%
WIM
52
WealthPlan Investment Management
Nebraska
$737K -$261K -5,203 -26%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$695K +$17.7K +353 +3%
BRWA
54
B. Riley Wealth Advisors
Florida
$644K -$176K -3,495 -21%
CCM
55
Crew Capital Management
Ohio
$627K +$627K +12,491 New
AIC
56
Argus Investors Counsel
New York
$604K +$46K +917 +8%
RPCA
57
Running Point Capital Advisors
California
$599K -$200K -3,991 -25%
OPWM
58
Oregon Pacific Wealth Management
Oregon
$537K +$537K +10,710 New
EWA
59
Etesian Wealth Advisors
Oregon
$492K -$9.99K -199 -2%
FGG
60
Financial Guidance Group
Florida
$482K
HighTower Advisors
61
HighTower Advisors
Illinois
$475K +$475K +9,462 New
BWM
62
BlackDiamond Wealth Management
New York
$459K -$424K -8,459 -48%
TCWM
63
Total Clarity Wealth Management
Illinois
$443K -$5.57K -111 -1%
PCG
64
Prosperity Consulting Group
Maryland
$435K -$1.07M -21,226 -71%
CFG
65
Certior Financial Group
Pennsylvania
$430K +$430K +8,570 New
PAG
66
Private Advisory Group
Washington
$427K -$697K -13,896 -62%
Stifel Financial
67
Stifel Financial
Missouri
$408K
RWP
68
RWA Wealth Partners
Massachusetts
$403K -$297K -5,918 -42%
PCA
69
Prosperity Capital Advisors
Ohio
$339K -$36.9K -735 -10%
AWM
70
AE Wealth Management
Kansas
$336K +$336K +6,691 New
BO
71
Bank OZK
Arkansas
$326K
HF
72
Holcombe Financial
Georgia
$312K +$312K +6,224 New
Truist Financial
73
Truist Financial
North Carolina
$308K +$308K +6,129 New
VA
74
Valmark Advisers
Ohio
$307K +$307K +6,116 New
FNWA
75
Financial Network Wealth Advisors
Utah
$295K +$295K +5,882 New