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BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF

101 hedge funds and large institutions have $603M 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, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

2% more funds holding

Funds holding: 99 → 101 (+2)

17.62% less ownership

Funds ownership: 83.02% → 65.39% (-18%)

20% less funds holding in top 10

Funds holding in top 10: 10 → 8 (-2)

26% less capital invested

Capital invested by funds: $811M → $603M (-$209M)

44% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 45

Holders
101
Holders Change
+2
Holders Change %
+2.02%
% 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
45
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TWM
Tanager Wealth Management
United Kingdom
+$41.5M
2
CCA
Carrera Capital Advisors
Michigan
+$18.8M
3
PA
Pineridge Advisors
Missouri
+$10.5M
4
Bank of America
Bank of America
North Carolina
+$8.03M
5
MML Investors Services
MML Investors Services
Massachusetts
+$7.91M

Top Sellers

Rank Fund Capital Flow
1
3AM
3EDGE Asset Management
Florida
-$77.5M
2
APM
a16z Perennial Management
California
-$70.2M
3
NCM
Northland Capital Management
Minnesota
-$23.9M
4
BCI
Brinker Capital Investments
Pennsylvania
-$22.7M
5
OPS
Orion Portfolio Solutions
Nebraska
-$22.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFAS
51
Acorn Financial Advisory Services
Virginia
$742K +$285K +5,664 +62%
WIM
52
WealthPlan Investment Management
Nebraska
$737K -$262K -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 +$628K +12,491 New
AIC
56
Argus Investors Counsel
New York
$604K +$46.1K +917 +8%
RPCA
57
Running Point Capital Advisors
California
$599K -$201K -3,991 -25%
OPWM
58
Oregon Pacific Wealth Management
Oregon
$537K +$538K +10,710 New
EWA
59
Etesian Wealth Advisors
Oregon
$492K -$10K -199 -2%
FGG
60
Financial Guidance Group
Florida
$482K – – –
HighTower Advisors
61
HighTower Advisors
Illinois
$475K +$476K +9,462 New
BWM
62
BlackDiamond Wealth Management
New York
$459K -$425K -8,459 -48%
TCWM
63
Total Clarity Wealth Management
Illinois
$443K -$5.58K -111 -1%
PCG
64
Prosperity Consulting Group
Maryland
$435K -$1.07M -21,226 -71%
CFG
65
Certior Financial Group
Pennsylvania
$430K +$431K +8,570 New
PAG
66
Private Advisory Group
Washington
$427K -$698K -13,896 -62%
GWM
67
Gibbs Wealth Management
Georgia
$416K -$175K -3,481 -30%
Stifel Financial
68
Stifel Financial
Missouri
$408K – – –
RWP
69
RWA Wealth Partners
Massachusetts
$403K -$297K -5,918 -42%
PCA
70
Prosperity Capital Advisors
Ohio
$339K -$36.9K -735 -10%
AWM
71
AE Wealth Management
Kansas
$336K +$336K +6,691 New
BO
72
Bank OZK
Arkansas
$326K – – –
HF
73
Holcombe Financial
Georgia
$312K +$313K +6,224 New
Truist Financial
74
Truist Financial
North Carolina
$308K +$308K +6,129 New
VA
75
Valmark Advisers
Ohio
$307K +$307K +6,116 New
1 2
3
4 5

XHLF Hedge Fund Activity: Q4 2024 in Review

101 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) for Q4 2024, worth a combined $603M — down 26% from $811M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new XHLF positions and 18 closed out — a net gain of 3 holders — while 25 added to existing stakes and 45 trimmed.

The largest buyer was Tanager Wealth Management, adding an estimated $41.5M. The largest seller was 3EDGE Asset Management, cutting an estimated $77.5M.

  • 101 institutional investors held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) as of Q4 2024, up from 99 in Q3 2024.
  • Funds reported $603M of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock for Q4 2024, down 26% quarter-over-quarter.
  • 21 funds opened new BondBloxx Bloomberg Six Month Target Duration US Treasury ETF positions in Q4 2024 and 18 closed out, a net change of +3 holders.
  • The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF buyer in Q4 2024 was Tanager Wealth Management, an estimated $41.5M added.
  • The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF seller in Q4 2024 was 3EDGE Asset Management, an estimated $77.5M sold.

Based on aggregated 13F filings for Q4 2024.