We are live on ! Find out more
XHLF icon

BondBloxx Bloomberg Six Month Target Duration US Treasury ETF

101 hedge funds and large institutions have $1.03B invested in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

11% more funds holding

Funds holding: 91101 (+10)

3% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 39

9% less capital invested

Capital invested by funds: $1.12B → $1.03B (-$96.8M)

10.3% less ownership

Funds ownership: 98.68%88.38% (-10%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
101
Holders Change
+10
Holders Change %
+10.99%
% of All Funds
1.46%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
20
Increased
38
Reduced
39
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RW
76
Regimen Wealth
Georgia
$427K +$34.1K +680 +9%
AFAS
77
Acorn Financial Advisory Services
Virginia
$420K +$10.3K +206 +3%
BTWM
78
Baker Tilly Wealth Management
Wisconsin
$358K -$1.94M -38,655 -84%
BO
79
Bank OZK
Arkansas
$355K +$355K +7,067 New
Citadel Advisors
80
Citadel Advisors
Florida
$353K +$58.9K +1,173 +20%
MWM
81
Modern Wealth Management
Kansas
$345K +$345K +6,870 New
Corient Private Wealth
82
Corient Private Wealth
Florida
$317K
SOS
83
Silver Oak Securities
Tennessee
$309K +$56.9K +1,135 +23%
CA
84
Continuum Advisory
Idaho
$302K -$16.6K -330 -5%
IFG
85
Independent Financial Group
California
$276K -$1.17M -23,315 -81%
MC
86
Middleton & Co
Massachusetts
$266K -$2.55M -50,788 -91%
PCA
87
Prosperity Capital Advisors
Ohio
$248K +$248K +4,941 New
CFGS
88
Concourse Financial Group Securities
Alabama
$239K -$22.6K -450 -9%
FFO
89
Fortitude Family Office
Arizona
$228K
GRP
90
Global Retirement Partners
California
$211K +$502 +10 +0.2%
JFG
91
JDM Financial Group
Texas
$140K +$140K +2,790 New
RIL
92
Rothschild Investment LLC
Illinois
$105K
UBS Group
93
UBS Group
Switzerland
$75K -$212K -4,231 -74%
AWM
94
Avior Wealth Management
Nebraska
$46.9K -$4.57K -91 -9%
S
95
SignatureFD
Georgia
$35.2K +$35.1K +700 New
AIC
96
Archer Investment Corporation
Indiana
$35.1K
Wells Fargo
97
Wells Fargo
California
$27.4K +$27.3K +545 New
PCM
98
Penserra Capital Management
California
$8K +$7.93K +158 New
HI
99
Harbour Investments
Wisconsin
$6.38K +$351 +7 +6%
NCM
100
Northwest Capital Management
Oregon
$5.98K +$5.97K +119 New

XHLF Hedge Fund Activity: Q2 2024 in Review

101 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) for Q2 2024, worth a combined $1.03B — down 8.6% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new XHLF positions and 7 closed out — a net gain of 13 holders — while 38 added to existing stakes and 39 trimmed.

The largest buyer was Pineridge Advisors, adding an estimated $32.2M. The largest seller was a16z Perennial Management, cutting an estimated $16M.

  • 101 institutional investors held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) as of Q2 2024, up from 91 in Q1 2024.
  • Funds reported $1.03B of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock for Q2 2024, down 8.6% quarter-over-quarter.
  • 20 funds opened new BondBloxx Bloomberg Six Month Target Duration US Treasury ETF positions in Q2 2024 and 7 closed out, a net change of +13 holders.
  • The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF buyer in Q2 2024 was Pineridge Advisors, an estimated $32.2M added.
  • The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF seller in Q2 2024 was a16z Perennial Management, an estimated $16M sold.

Based on aggregated 13F filings for Q2 2024.