BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
101 hedge funds and large institutions have $603M invested in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 25 increasing their positions, 45 reducing their positions, and 18 closing their positions.
17% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 18
2% more funds holding
Funds holding: 99 → 101 (+2)
17.62% less ownership
Funds ownership: 83.02% → 65.39% (-18%)
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
26% less capital invested
Capital invested by funds: $811M → $603M (-$209M)
44% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWM
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
+$41.5M |
| 2 |
CCA
Carrera Capital Advisors
Troy,
Michigan
|
+$18.8M |
| 3 |
PA
Pineridge Advisors
St. Charles,
Missouri
|
+$10.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$8.03M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$7.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$77.5M |
| 2 |
APM
a16z Perennial Management
Menlo Park,
California
|
-$70.2M |
| 3 |
NCM
Northland Capital Management
Virginia,
Minnesota
|
-$23.9M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$22.7M |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$22.7M |
XHLF Hedge Fund Activity: Q4 2024 in Review
101 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) for Q4 2024, worth a combined $603M — down 26% from $811M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new XHLF positions and 18 closed out — a net gain of 3 holders — while 25 added to existing stakes and 45 trimmed.
The largest buyer was Tanager Wealth Management, adding an estimated $41.5M. The largest seller was 3EDGE Asset Management, cutting an estimated $77.5M.
- 101 institutional investors held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) as of Q4 2024, up from 99 in Q3 2024.
- Funds reported $603M of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock for Q4 2024, down 26% quarter-over-quarter.
- 21 funds opened new BondBloxx Bloomberg Six Month Target Duration US Treasury ETF positions in Q4 2024 and 18 closed out, a net change of +3 holders.
- The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF buyer in Q4 2024 was Tanager Wealth Management, an estimated $41.5M added.
- The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF seller in Q4 2024 was 3EDGE Asset Management, an estimated $77.5M sold.
Based on aggregated 13F filings for Q4 2024.