BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
91 hedge funds and large institutions have $1.12B invested in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 48 increasing their positions, 20 reducing their positions, and 10 closing their positions.
140% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 20
90% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 10
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
8% more capital invested
Capital invested by funds: $1.04B → $1.12B (+$78.9M)
7% more funds holding
Funds holding: 85 → 91 (+6)
0.47% less ownership
Funds ownership: 99.15% → 98.68% (-0.47%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $12.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$124M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$51.5M |
| 3 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$16.8M |
| 4 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$11.2M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$76.3M |
| 2 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
-$64.1M |
| 3 |
TWM
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
-$27.5M |
| 4 |
APM
a16z Perennial Management
Menlo Park,
California
|
-$15.2M |
| 5 |
CIA
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
-$8.65M |
XHLF Hedge Fund Activity: Q1 2024 in Review
91 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) for Q1 2024, worth a combined $1.12B — up 7.6% from $1.04B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new XHLF positions and 10 closed out — a net gain of 9 holders — while 48 added to existing stakes and 20 trimmed.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $124M. The largest seller was AE Wealth Management, exiting entirely with an estimated $76.3M sold.
- 91 institutional investors held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) as of Q1 2024, up from 85 in Q4 2023.
- Funds reported $1.12B of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock for Q1 2024, up 7.6% quarter-over-quarter.
- 19 funds opened new BondBloxx Bloomberg Six Month Target Duration US Treasury ETF positions in Q1 2024 and 10 closed out, a net change of +9 holders.
- The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $124M added.
- The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF seller in Q1 2024 was AE Wealth Management, an estimated $76.3M sold.
Based on aggregated 13F filings for Q1 2024.