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BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF

138 hedge funds and large institutions have $1.33B invested in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 44 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

413% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 8

73% more capital invested

Capital invested by funds: $771M → $1.33B (+$562M)

44% more funds holding in top 10

Funds holding in top 10: 9 → 13 (+4)

30% more funds holding

Funds holding: 106 → 138 (+32)

13% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 39

5.23% more ownership

Funds ownership: 72.75% → 77.98% (+5.2%)

Holders
138
Holders Change
+32
Holders Change %
+30.19%
% of All Funds
1.82%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.17%
New
41
Increased
44
Reduced
39
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PFM
Potomac Fund Management
Florida
+$217M
2
QAM
Q3 Asset Management
Michigan
+$172M
3
TIM
Total Investment Management
Arizona
+$93.5M
4
Wells Fargo
Wells Fargo
California
+$23.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$16.1M

Top Sellers

Rank Fund Capital Flow
1
TC
TownSquare Capital
Utah
-$13.5M
2
GC
Garde Capital
Washington
-$6.75M
3
3AM
3EDGE Asset Management
Florida
-$5.8M
4
JFG
JDM Financial Group
Texas
-$5.04M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Raymond James Financial
101
Raymond James Financial
Florida
$353K -$151K -2,997 -30%
Bank of New York Mellon
102
Bank of New York Mellon
New York
$340K +$340K +6,757 New
PAG
103
Private Advisory Group
Washington
$332K -$2.14M -42,594 -87%
BAM
104
Belpointe Asset Management
Nevada
$324K +$11.4K +227 +4%
IAIM
105
International Assets Investment Management
Florida
$320K +$319K +6,355 New
PCA
106
Prosperity Capital Advisors
Ohio
$317K -$15.4K -306 -5%
Truist Financial
107
Truist Financial
North Carolina
$315K +$6.74K +134 +2%
BO
108
Bank OZK
Arkansas
$307K – – –
GC
109
Garde Capital
Washington
$278K -$6.75M -134,219 -96%
TC
110
TownSquare Capital
Utah
$270K -$13.5M -268,862 -98%
TCWM
111
Total Clarity Wealth Management
Illinois
$255K -$189K -3,769 -43%
KAS
112
Kestra Advisory Services
Texas
$254K +$254K +5,050 New
RWP
113
RWA Wealth Partners
Massachusetts
$251K -$14.1K -281 -5%
IA
114
Inspire Advisors
Idaho
$245K +$244K +4,859 New
EWA
115
Etesian Wealth Advisors
Oregon
$240K -$81.7K -1,626 -25%
Commonwealth Equity Services
116
Commonwealth Equity Services
Massachusetts
$239K -$23.8K -473 -9%
GRP
117
Global Retirement Partners
California
$230K +$230K +4,568 New
HBS
118
Howard Bailey Securities
Indiana
$229K +$229K +4,558 New
PAWA
119
Palo Alto Wealth Advisors
California
$226K -$120K -2,380 -35%
RCM
120
Raleigh Capital Management
North Carolina
$221K +$221K +4,389 New
TCM
121
Traub Capital Management
Massachusetts
$218K +$218K +4,340 New
FIA
122
Foundations Investment Advisors
Arizona
$215K -$10.3K -204 -5%
FCM
123
Fourpath Capital Management
Oklahoma
$208K +$208K +4,136 New
BRWA
124
B. Riley Wealth Advisors
Florida
$203K +$203K +4,030 New
RFA
125
Reyes Financial Architecture
California
$191K +$190K +3,788 New
2 3 4
5
6

XHLF Hedge Fund Activity: Q2 2025 in Review

138 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) for Q2 2025, worth a combined $1.33B — up 73% from $771M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new XHLF positions and 8 closed out — a net gain of 33 holders — while 44 added to existing stakes and 39 trimmed.

The largest buyer was Potomac Fund Management, opening a new position worth an estimated $217M. The largest seller was TownSquare Capital, cutting an estimated $13.5M.

  • 138 institutional investors held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) as of Q2 2025, up from 106 in Q1 2025.
  • Funds reported $1.33B of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock for Q2 2025, up 73% quarter-over-quarter.
  • 41 funds opened new BondBloxx Bloomberg Six Month Target Duration US Treasury ETF positions in Q2 2025 and 8 closed out, a net change of +33 holders.
  • The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF buyer in Q2 2025 was Potomac Fund Management, an estimated $217M added.
  • The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF seller in Q2 2025 was TownSquare Capital, an estimated $13.5M sold.

Based on aggregated 13F filings for Q2 2025.