BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
85 hedge funds and large institutions have $1.04B invested in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 26 increasing their positions, 29 reducing their positions, and 6 closing their positions.
300% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 6
23% more funds holding
Funds holding: 69 → 85 (+16)
13% more capital invested
Capital invested by funds: $927M → $1.04B (+$117M)
5.73% more ownership
Funds ownership: 93.42% → 99.15% (+5.7%)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
10% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$72.9M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$22.9M |
| 3 |
GWANC
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
+$22.8M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$17.3M |
| 5 |
SSWM
Strait & Sound Wealth Management
San Francisco,
California
|
+$11.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$169M |
| 2 |
TC
TownSquare Capital
Provo,
Utah
|
-$33.1M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$18.2M |
| 4 |
PWG
Portside Wealth Group
Provo,
Utah
|
-$9.49M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$9.46M |
XHLF Hedge Fund Activity: Q4 2023 in Review
85 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) for Q4 2023, worth a combined $1.04B — up 13% from $927M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new XHLF positions and 6 closed out — a net gain of 18 holders — while 26 added to existing stakes and 29 trimmed.
The largest buyer was Cetera Advisor Networks, opening a new position worth an estimated $72.9M. The largest seller was 3EDGE Asset Management, cutting an estimated $169M.
- 85 institutional investors held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) as of Q4 2023, up from 69 in Q3 2023.
- Funds reported $1.04B of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock for Q4 2023, up 13% quarter-over-quarter.
- 24 funds opened new BondBloxx Bloomberg Six Month Target Duration US Treasury ETF positions in Q4 2023 and 6 closed out, a net change of +18 holders.
- The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF buyer in Q4 2023 was Cetera Advisor Networks, an estimated $72.9M added.
- The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF seller in Q4 2023 was 3EDGE Asset Management, an estimated $169M sold.
Based on aggregated 13F filings for Q4 2023.