BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
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.
186% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 7
11% more funds holding
Funds holding: 91 → 101 (+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: 11 → 9 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PA
Pineridge Advisors
St. Charles,
Missouri
|
+$32.2M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$19M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$6.33M |
| 4 |
LWANC
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
+$4.01M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APM
a16z Perennial Management
Menlo Park,
California
|
-$16M |
| 2 |
RVPG
Relative Value Partners Group
|
-$7.99M |
| 3 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$6.72M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$4.62M |
| 5 |
SSWM
Strait & Sound Wealth Management
San Francisco,
California
|
-$4.23M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Fidelity Investments
Boston,
Massachusetts
| $2.77K | -$106K | -2,112 | -97% |
|
|
RVPG
102
Relative Value Partners Group
| – | -$7.99M | -158,556 | Closed |
|
|
KLC
103
Knowledge Leaders Capital
Denver,
Colorado
| – | -$3.28M | -65,172 | Closed |
|
|
HF
104
HRT Financial
New York
| – | -$645K | -12,828 | Closed |
|
|
PCIA
105
Prime Capital Investment Advisors
Overland Park,
Kansas
| – | -$295K | -5,873 | Closed |
|
|
APA
106
Astoria Portfolio Advisors
New York
| – | -$200K | -3,993 | Closed |
|
|
SIC
107
Salem Investment Counselors
Winston Salem,
North Carolina
| – | -$126K | -2,500 | Closed |
|
|
OLVIG
108
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| – | -$40 | -1 | Closed |
|
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.