BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
69 hedge funds and large institutions have $927M invested in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 5 closing their positions.
400% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 5
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
41% more funds holding
Funds holding: 49 → 69 (+20)
35% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 17
10% more capital invested
Capital invested by funds: $845M → $927M (+$82M)
9.2% less ownership
Funds ownership: 102.62% → 93.42% (-9.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$58.8M |
| 2 |
TWM
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
+$23.9M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$17.7M |
| 4 |
WAG
Wallace Advisory Group
Lafayette,
California
|
+$7.8M |
| 5 |
RVPG
Relative Value Partners Group
|
+$6.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$41.7M |
| 2 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$36.7M |
| 3 |
Jane Street
New York
|
-$6.67M |
| 4 |
TC
TownSquare Capital
Provo,
Utah
|
-$4.22M |
| 5 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
-$2.92M |
XHLF Hedge Fund Activity: Q3 2023 in Review
69 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) for Q3 2023, worth a combined $927M — up 9.7% from $845M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new XHLF positions and 5 closed out — a net gain of 20 holders — while 23 added to existing stakes and 17 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $58.8M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $41.7M sold.
- 69 institutional investors held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) as of Q3 2023, up from 49 in Q2 2023.
- Funds reported $927M of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock for Q3 2023, up 9.7% quarter-over-quarter.
- 25 funds opened new BondBloxx Bloomberg Six Month Target Duration US Treasury ETF positions in Q3 2023 and 5 closed out, a net change of +20 holders.
- The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF buyer in Q3 2023 was AE Wealth Management, an estimated $58.8M added.
- The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF seller in Q3 2023 was Flow Traders U.S., an estimated $41.7M sold.
Based on aggregated 13F filings for Q3 2023.