BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
99 hedge funds and large institutions have $811M invested in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 45 reducing their positions, and 17 closing their positions.
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
2% less funds holding
Funds holding: 101 → 99 (-2)
5.37% less ownership
Funds ownership: 88.38% → 83.02% (-5.4%)
12% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 17
21% less capital invested
Capital invested by funds: $1.03B → $811M (-$215M)
24% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Carrera Capital Advisors
Troy,
Michigan
|
+$93.9M |
| 2 |
NCM
Northland Capital Management
Virginia,
Minnesota
|
+$23.8M |
| 3 |
JFG
JDM Financial Group
Austin,
Texas
|
+$14.4M |
| 4 |
AP
Advisors Preferred
Rockville,
Maryland
|
+$12M |
| 5 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$8.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$121M |
| 2 |
PA
Pineridge Advisors
St. Charles,
Missouri
|
-$106M |
| 3 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$77.5M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$20M |
| 5 |
TC
TownSquare Capital
Provo,
Utah
|
-$9.13M |
XHLF Hedge Fund Activity: Q3 2024 in Review
99 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) for Q3 2024, worth a combined $811M — down 21% from $1.03B a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of XHLF and 15 opened new positions — a net loss of 2 holders — while 45 trimmed existing stakes and 34 added.
The largest buyer was Carrera Capital Advisors, opening a new position worth an estimated $93.9M. The largest seller was Cetera Investment Advisers, exiting entirely with an estimated $121M sold.
- 99 institutional investors held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) as of Q3 2024, down from 101 in Q2 2024.
- Funds reported $811M of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock for Q3 2024, down 21% quarter-over-quarter.
- 15 funds opened new BondBloxx Bloomberg Six Month Target Duration US Treasury ETF positions in Q3 2024 and 17 closed out, a net change of -2 holders.
- The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF buyer in Q3 2024 was Carrera Capital Advisors, an estimated $93.9M added.
- The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF seller in Q3 2024 was Cetera Investment Advisers, an estimated $121M sold.
Based on aggregated 13F filings for Q3 2024.