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BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF

91 hedge funds and large institutions have $1.12B invested in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 48 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 20

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

10% more funds holding in top 10

Funds holding in top 10: 10 → 11 (+1)

8% more capital invested

Capital invested by funds: $1.04B → $1.12B (+$78.9M)

7% more funds holding

Funds holding: 85 → 91 (+6)

0.47% less ownership

Funds ownership: 99.15% → 98.68% (-0.47%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $12.5M

Holders
91
Holders Change
+6
Holders Change %
+7.06%
% of All Funds
1.31%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
19
Increased
48
Reduced
20
Closed
10
Calls
–
Puts
$12.5M
Net Calls
-$12.5M
Net Calls Change
-$12.5M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$124M
2
CAN
Cetera Advisor Networks
California
+$51.5M
3
3AM
3EDGE Asset Management
Florida
+$16.8M
4
WIM
WealthPlan Investment Management
Nebraska
+$11.2M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$10.1M

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$76.3M
2
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$64.1M
3
TWM
Tanager Wealth Management
United Kingdom
-$27.5M
4
APM
a16z Perennial Management
California
-$15.2M
5
CIA
Compass Ion Advisors
Pennsylvania
-$8.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
3AM
1
3EDGE Asset Management
Florida
$213M +$16.8M +333,830 +9%
CAN
2
Cetera Advisor Networks
California
$125M +$51.5M +1,024,230 +71%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$125M +$124M +2,476,554 New
APM
4
a16z Perennial Management
California
$92.8M -$15.2M -302,671 -14%
PA
5
Pineridge Advisors
Missouri
$78.4M +$3.49M +69,440 +5%
TWM
6
Tanager Wealth Management
United Kingdom
$61.1M -$27.5M -546,775 -31%
TC
7
TownSquare Capital
Utah
$35.6M -$1.45M -28,878 -4%
ACA
8
Aptus Capital Advisors
Alabama
$34.3M -$1.95M -38,870 -5%
GWANC
9
Guardian Wealth Advisors (North Carolina)
North Carolina
$33.7M -$2.42M -48,210 -7%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$27M +$10.1M +201,931 +60%
BCI
11
Brinker Capital Investments
Pennsylvania
$25M +$4.16M +82,758 +20%
OPS
12
Orion Portfolio Solutions
Nebraska
$25M +$4.16M +82,758 +20%
MERSOM
13
Municipal Employees' Retirement System of Michigan
Michigan
$22.1M -$64.1M -1,275,821 -74%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$20.6M +$2.22M +44,223 +12%
SSWM
15
Strait & Sound Wealth Management
California
$18.2M +$727K +14,482 +4%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$13.9M +$3.09M +61,443 +28%
WIM
17
WealthPlan Investment Management
Nebraska
$11.3M +$11.2M +223,693 New
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$10.7M +$9.45M +188,156 +760%
BCM
19
Blume Capital Management
California
$10.7M +$4.62M +92,026 +77%
AAS
20
Avantax Advisory Services
Texas
$9.88M +$3.36M +66,874 +52%
RVPG
21
Relative Value Partners Group
$7.99M -$7.94K -158 -0.1%
PWG
22
Portside Wealth Group
Utah
$7.52M -$2.75M -54,759 -27%
Jane Street
23
Jane Street
New York
$6.91M +$5.55M +110,494 +412%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$6.73M +$1.73M +34,495 +35%
WP
25
WealthPLAN Partners
Nebraska
$6.71M +$6.24M +124,167 +1,359%
1
2 3 4 5

XHLF Hedge Fund Activity: Q1 2024 in Review

91 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) for Q1 2024, worth a combined $1.12B — up 7.6% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new XHLF positions and 10 closed out — a net gain of 9 holders — while 48 added to existing stakes and 20 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $124M. The largest seller was AE Wealth Management, exiting entirely with an estimated $76.3M sold.

  • 91 institutional investors held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) as of Q1 2024, up from 85 in Q4 2023.
  • Funds reported $1.12B of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock for Q1 2024, up 7.6% quarter-over-quarter.
  • 19 funds opened new BondBloxx Bloomberg Six Month Target Duration US Treasury ETF positions in Q1 2024 and 10 closed out, a net change of +9 holders.
  • The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $124M added.
  • The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF seller in Q1 2024 was AE Wealth Management, an estimated $76.3M sold.

Based on aggregated 13F filings for Q1 2024.