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BondBloxx Bloomberg Six Month Target Duration US Treasury ETF

49 hedge funds and large institutions have $845M invested in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 15 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

933% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 3

600% more funds holding in top 10

Funds holding in top 10: 17 (+6)

536% more capital invested

Capital invested by funds: $133M → $845M (+$712M)

400% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 3

133% more funds holding

Funds holding: 2149 (+28)

40.11% more ownership

Funds ownership: 62.52%102.62% (+40%)

Holders
49
Holders Change
+28
Holders Change %
+133.33%
% of All Funds
0.77%
Holding in Top 10
7
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+600%
% of All Funds
0.11%
New
31
Increased
15
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
3AM
1
3EDGE Asset Management
Florida
$401M +$401M +7,993,781 New
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$86.1M +$52M +1,035,856 +153%
TC
3
TownSquare Capital
Utah
$74.3M +$74.3M +1,480,151 New
TWM
4
Tanager Wealth Management
United Kingdom
$54.7M +$11.2M +222,572 +26%
FTUS
5
Flow Traders U.S.
New York
$41.7M +$41.6M +829,352 New
PWG
6
Portside Wealth Group
Utah
$19.7M +$19.6M +391,404 New
HighTower Advisors
7
HighTower Advisors
Illinois
$17.9M +$1.27M +25,380 +8%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$16.3M +$16.3M +325,174 New
AAS
9
Avantax Advisory Services
Texas
$12.1M +$116K +2,310 +1%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$10.4M +$10.4M +206,951 New
BCI
11
Brinker Capital Investments
Pennsylvania
$10.3M +$8.21M +163,618 +390%
OPS
12
Orion Portfolio Solutions
Nebraska
$10.3M +$8.21M +163,618 +390%
EWMCB
13
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$9.45M +$9.44M +188,187 New
Jane Street
14
Jane Street
New York
$9.12M +$6.58M +131,202 +261%
ACA
15
Aptus Capital Advisors
Alabama
$8.66M +$8.66M +172,510 New
GWANC
16
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.66M +$8.66M +172,510 New
AWAU
17
Alliance Wealth Advisors (Utah)
Utah
$6.48M +$6.48M +129,051 New
BTWM
18
Baker Tilly Wealth Management
Wisconsin
$5.8M +$5.79M +115,469 New
BCM
19
Blume Capital Management
California
$5.32M +$1.28M +25,605 +32%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$4.13M +$4.13M +82,209 New
SPA
21
Shore Point Advisors
New Jersey
$3.64M +$535K +10,662 +17%
ETC
22
Exchange Traded Concepts
Oklahoma
$2.92M -$984K -19,604 -25%
KLC
23
Knowledge Leaders Capital
Colorado
$2.49M +$2.48M +49,478 New
FW
24
FirstPurpose Wealth
Utah
$2.3M +$2.3M +45,801 New
SPC
25
Sigma Planning Corp
Michigan
$2.27M +$1.37M +27,286 +153%

XHLF Hedge Fund Activity: Q2 2023 in Review

49 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) for Q2 2023, worth a combined $845M — up 536% from $133M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new XHLF positions and 3 closed out — a net gain of 28 holders — while 15 added to existing stakes and 3 trimmed.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $401M. The largest seller was Boothbay Fund Management, exiting entirely with an estimated $1.74M sold.

  • 49 institutional investors held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) as of Q2 2023, up from 21 in Q1 2023.
  • Funds reported $845M of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock for Q2 2023, up 536% quarter-over-quarter.
  • 31 funds opened new BondBloxx Bloomberg Six Month Target Duration US Treasury ETF positions in Q2 2023 and 3 closed out, a net change of +28 holders.
  • The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF buyer in Q2 2023 was 3EDGE Asset Management, an estimated $401M added.
  • The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF seller in Q2 2023 was Boothbay Fund Management, an estimated $1.74M sold.

Based on aggregated 13F filings for Q2 2023.