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BondBloxx Bloomberg Six Month Target Duration US Treasury ETF

101 hedge funds and large institutions have $1.03B invested in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

11% more funds holding

Funds holding: 91101 (+10)

3% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 39

9% less capital invested

Capital invested by funds: $1.12B → $1.03B (-$96.8M)

10.3% less ownership

Funds ownership: 98.68%88.38% (-10%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
101
Holders Change
+10
Holders Change %
+10.99%
% of All Funds
1.46%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
20
Increased
38
Reduced
39
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
3AM
1
3EDGE Asset Management
Florida
$206M -$6.72M -133,964 -3%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$121M -$3.36M -66,884 -3%
PA
3
Pineridge Advisors
Missouri
$111M +$32.2M +641,053 +41%
APM
4
a16z Perennial Management
California
$76.7M -$16M -319,164 -17%
TWM
5
Tanager Wealth Management
United Kingdom
$64.5M +$3.44M +68,552 +6%
TC
6
TownSquare Capital
Utah
$33M -$2.59M -51,719 -7%
ACA
7
Aptus Capital Advisors
Alabama
$32.2M -$2.05M -40,872 -6%
GWANC
8
Guardian Wealth Advisors (North Carolina)
North Carolina
$31.7M -$2.05M -40,772 -6%
BCI
9
Brinker Capital Investments
Pennsylvania
$28.5M +$3.54M +70,529 +14%
OPS
10
Orion Portfolio Solutions
Nebraska
$28.5M +$3.54M +70,529 +14%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$25.5M -$1.45M -28,921 -5%
MERSOM
12
Municipal Employees' Retirement System of Michigan
Michigan
$22.5M +$502K +10,000 +2%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$21.7M +$1.13M +22,518 +5%
Osaic Holdings
14
Osaic Holdings
Arizona
$19M +$19M +378,805 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$14.7M +$762K +15,189 +5%
SSWM
16
Strait & Sound Wealth Management
California
$14M -$4.23M -84,212 -23%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$11.6M +$920K +18,332 +9%
WIM
18
WealthPlan Investment Management
Nebraska
$9.33M -$1.91M -38,167 -17%
SMM
19
Stadion Money Management
Georgia
$8.73M +$3.52M +70,194 +67%
Bank of America
20
Bank of America
North Carolina
$8.47M +$3.86M +76,866 +84%
SPC
21
Sigma Planning Corp
Michigan
$8.19M +$3.72M +74,123 +84%
BCM
22
Blume Capital Management
California
$7.23M -$3.41M -68,011 -32%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$6.79M +$62.7K +1,250 +0.9%
FTUS
24
Flow Traders U.S.
New York
$6.35M +$6.33M +126,242 New
PWG
25
Portside Wealth Group
Utah
$6.25M -$1.27M -25,261 -17%

XHLF Hedge Fund Activity: Q2 2024 in Review

101 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) for Q2 2024, worth a combined $1.03B — down 8.6% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new XHLF positions and 7 closed out — a net gain of 13 holders — while 38 added to existing stakes and 39 trimmed.

The largest buyer was Pineridge Advisors, adding an estimated $32.2M. The largest seller was a16z Perennial Management, cutting an estimated $16M.

  • 101 institutional investors held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) as of Q2 2024, up from 91 in Q1 2024.
  • Funds reported $1.03B of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock for Q2 2024, down 8.6% quarter-over-quarter.
  • 20 funds opened new BondBloxx Bloomberg Six Month Target Duration US Treasury ETF positions in Q2 2024 and 7 closed out, a net change of +13 holders.
  • The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF buyer in Q2 2024 was Pineridge Advisors, an estimated $32.2M added.
  • The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF seller in Q2 2024 was a16z Perennial Management, an estimated $16M sold.

Based on aggregated 13F filings for Q2 2024.