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BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF

138 hedge funds and large institutions have $1.33B invested in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 44 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

413% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 8

73% more capital invested

Capital invested by funds: $771M → $1.33B (+$562M)

44% more funds holding in top 10

Funds holding in top 10: 9 → 13 (+4)

30% more funds holding

Funds holding: 106 → 138 (+32)

13% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 39

5.23% more ownership

Funds ownership: 72.75% → 77.98% (+5.2%)

Holders
138
Holders Change
+32
Holders Change %
+30.19%
% of All Funds
1.82%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.17%
New
41
Increased
44
Reduced
39
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PFM
Potomac Fund Management
Florida
+$217M
2
QAM
Q3 Asset Management
Michigan
+$172M
3
TIM
Total Investment Management
Arizona
+$93.5M
4
Wells Fargo
Wells Fargo
California
+$23.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$16.1M

Top Sellers

Rank Fund Capital Flow
1
TC
TownSquare Capital
Utah
-$13.5M
2
GC
Garde Capital
Washington
-$6.75M
3
3AM
3EDGE Asset Management
Florida
-$5.8M
4
JFG
JDM Financial Group
Texas
-$5.04M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$1.65M +$649K +12,905 +65%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$1.57M +$9.8K +195 +0.6%
SM
53
Sweeney & Michel
California
$1.5M -$15.8K -315 -1%
SMAM
54
Sugar Maple Asset Management
Wisconsin
$1.48M +$100K +1,993 +7%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$1.48M -$2.26M -45,060 -61%
AFAS
56
Acorn Financial Advisory Services
Virginia
$1.46M +$269K +5,344 +22%
RPCA
57
Running Point Capital Advisors
California
$1.4M +$9.8K +195 +0.7%
MWM
58
Maridea Wealth Management
New York
$1.28M +$1.28M +25,381 New
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$1.26M – – –
BCI
60
Brinker Capital Investments
Pennsylvania
$1.25M -$166K -3,296 -12%
AWM
61
AE Wealth Management
Kansas
$1.23M +$1.09M +21,600 +788%
HighTower Advisors
62
HighTower Advisors
Illinois
$1.12M +$850K +16,921 +321%
Osaic Holdings
63
Osaic Holdings
Arizona
$1.09M +$1.09M +21,675 +309,643%
LCAM
64
London & Capital Asset Management
United Kingdom
$1.05M +$1.05M +20,908 New
BC
65
Bulwark Capital
Florida
$1.02M +$1.02M +20,339 New
AFP
66
Ausdal Financial Partners
Iowa
$1.02M +$1.02M +20,304 New
QCM
67
Quantinno Capital Management
New York
$1M +$1M +19,908 New
Goldman Sachs
68
Goldman Sachs
New York
$997K +$582K +11,588 +141%
SFB
69
STAR Financial Bank
Indiana
$771K +$33K +657 +4%
GM
70
GeoWealth Management
Illinois
$766K +$765K +15,225 New
SOS
71
Silver Oak Securities
Tennessee
$719K +$378K +7,514 +111%
HAS
72
HBW Advisory Services
California
$703K +$702K +13,961 New
HF
73
Holcombe Financial
Georgia
$677K -$156K -3,098 -19%
Focus Partners Wealth
74
Focus Partners Wealth
Massachusetts
$656K +$655K +13,031 New
CW
75
CreativeOne Wealth
Kansas
$644K +$643K +12,791 New
1 2
3
4 5

XHLF Hedge Fund Activity: Q2 2025 in Review

138 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) for Q2 2025, worth a combined $1.33B — up 73% from $771M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new XHLF positions and 8 closed out — a net gain of 33 holders — while 44 added to existing stakes and 39 trimmed.

The largest buyer was Potomac Fund Management, opening a new position worth an estimated $217M. The largest seller was TownSquare Capital, cutting an estimated $13.5M.

  • 138 institutional investors held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) as of Q2 2025, up from 106 in Q1 2025.
  • Funds reported $1.33B of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock for Q2 2025, up 73% quarter-over-quarter.
  • 41 funds opened new BondBloxx Bloomberg Six Month Target Duration US Treasury ETF positions in Q2 2025 and 8 closed out, a net change of +33 holders.
  • The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF buyer in Q2 2025 was Potomac Fund Management, an estimated $217M added.
  • The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF seller in Q2 2025 was TownSquare Capital, an estimated $13.5M sold.

Based on aggregated 13F filings for Q2 2025.