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BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF

21 hedge funds and large institutions have $133M invested in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 1

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

75% more funds holding

Funds holding: 12 → 21 (+9)

73% more capital invested

Capital invested by funds: $76.9M → $133M (+$55.8M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

23.22% less ownership

Funds ownership: 85.74% → 62.52% (-23%)

Holders
21
Holders Change
+9
Holders Change %
+75%
% of All Funds
0.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
8
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$14M
2
TWM
Tanager Wealth Management
United Kingdom
+$12.8M
3
AAS
Avantax Advisory Services
Texas
+$11.9M
4
HighTower Advisors
HighTower Advisors
Illinois
+$11.5M
5
SPA
Shore Point Advisors
New Jersey
+$3.1M

Top Sellers

1
SMM
Stadion Money Management
Georgia
-$8.43M
2
Jane Street
Jane Street
New York
-$1.67M
3
UBS Group
UBS Group
Switzerland
-$19.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1
Tanager Wealth Management
United Kingdom
$43.6M +$12.8M +254,606 +42%
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$34.1M +$14M +278,274 +70%
HighTower Advisors
3
HighTower Advisors
Illinois
$16.7M +$11.5M +229,550 +224%
AAS
4
Avantax Advisory Services
Texas
$12M +$11.9M +238,110 New
BCM
5
Blume Capital Management
California
$4.04M +$405K +8,075 +11%
ETC
6
Exchange Traded Concepts
Oklahoma
$3.91M +$1.32M +26,285 +51%
SPA
7
Shore Point Advisors
New Jersey
$3.11M +$3.1M +61,746 New
Jane Street
8
Jane Street
New York
$2.53M -$1.67M -33,256 -40%
BCI
9
Brinker Capital Investments
Pennsylvania
$2.11M +$1.55K +31 +0.1%
OPS
10
Orion Portfolio Solutions
Nebraska
$2.11M +$2.1M +41,943 New
BFM
11
Boothbay Fund Management
New York
$1.74M +$1.73M +34,500 New
RVPG
12
Relative Value Partners Group
$1.53M +$1.53M +30,431 New
PWAG
13
Polaris Wealth Advisory Group
California
$1.24M +$1.24M +24,633 New
BRWA
14
B. Riley Wealth Advisors
Florida
$1.22M +$1.22M +24,288 New
Cerity Partners
15
Cerity Partners
New York
$973K +$970K +19,332 New
SPC
16
Sigma Planning Corp
Michigan
$898K +$895K +17,851 New
WP
17
WealthPLAN Partners
Nebraska
$381K +$380K +7,577 New
Citadel Advisors
18
Citadel Advisors
Florida
$229K +$229K +4,558 New
GRP
19
Global Retirement Partners
California
$163K +$163K +3,248 New
SIC
20
Salem Investment Counselors
North Carolina
$101K +$25.1K +500 +33%
HI
21
Harbour Investments
Wisconsin
$808 +$351 +7 +78%
SMM
22
Stadion Money Management
Georgia
– -$8.43M -168,338 Closed
UBS Group
23
UBS Group
Switzerland
– -$19.7K -394 Closed

XHLF Hedge Fund Activity: Q1 2023 in Review

21 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) for Q1 2023, worth a combined $133M — up 73% from $76.9M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new XHLF positions and 2 closed out — a net gain of 10 holders — while 8 added to existing stakes and 1 trimmed.

The largest buyer was Municipal Employees' Retirement System of Michigan, adding an estimated $14M. The largest seller was Stadion Money Management, exiting entirely with an estimated $8.43M sold.

  • 21 institutional investors held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) as of Q1 2023, up from 12 in Q4 2022.
  • Funds reported $133M of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock for Q1 2023, up 73% quarter-over-quarter.
  • 12 funds opened new BondBloxx Bloomberg Six Month Target Duration US Treasury ETF positions in Q1 2023 and 2 closed out, a net change of +10 holders.
  • The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF buyer in Q1 2023 was Municipal Employees' Retirement System of Michigan, an estimated $14M added.
  • The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF seller in Q1 2023 was Stadion Money Management, an estimated $8.43M sold.

Based on aggregated 13F filings for Q1 2023.