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BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF

99 hedge funds and large institutions have $811M invested in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

2% less funds holding

Funds holding: 101 → 99 (-2)

5.37% less ownership

Funds ownership: 88.38% → 83.02% (-5.4%)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

21% less capital invested

Capital invested by funds: $1.03B → $811M (-$215M)

24% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 45

Holders
99
Holders Change
-2
Holders Change %
-1.98%
% of All Funds
1.42%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
15
Increased
34
Reduced
45
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCA
Carrera Capital Advisors
Michigan
+$93.9M
2
NCM
Northland Capital Management
Minnesota
+$23.8M
3
JFG
JDM Financial Group
Texas
+$14.4M
4
AP
Advisors Preferred
Maryland
+$12M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$8.61M

Top Sellers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$121M
2
PA
Pineridge Advisors
Missouri
-$106M
3
3AM
3EDGE Asset Management
Florida
-$77.5M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$20M
5
TC
TownSquare Capital
Utah
-$9.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
3AM
1
3EDGE Asset Management
Florida
$129M -$77.5M -1,540,710 -38%
CCA
2
Carrera Capital Advisors
Michigan
$94.2M +$93.9M +1,868,251 New
APM
3
a16z Perennial Management
California
$70.2M -$6.67M -132,683 -9%
TWM
4
Tanager Wealth Management
United Kingdom
$68.3M +$3.58M +71,222 +6%
ACA
5
Aptus Capital Advisors
Alabama
$32M -$284K -5,654 -0.9%
GWANC
6
Guardian Wealth Advisors (North Carolina)
North Carolina
$31.5M -$283K -5,635 -0.9%
BCI
7
Brinker Capital Investments
Pennsylvania
$24.3M -$4.28M -85,057 -15%
OPS
8
Orion Portfolio Solutions
Nebraska
$24.3M -$4.28M -85,057 -15%
TC
9
TownSquare Capital
Utah
$24M -$9.13M -181,553 -28%
NCM
10
Northland Capital Management
Minnesota
$23.9M +$23.8M +473,290 New
MERSOM
11
Municipal Employees' Retirement System of Michigan
Michigan
$22.6M – – –
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$22.4M +$538K +10,698 +2%
Osaic Holdings
13
Osaic Holdings
Arizona
$15.9M -$3.2M -63,639 -17%
JFG
14
JDM Financial Group
Texas
$14.5M +$14.4M +285,463 +10,232%
Bank of America
15
Bank of America
North Carolina
$13.3M +$4.77M +94,947 +56%
SSWM
16
Strait & Sound Wealth Management
California
$12.9M -$1.16M -23,103 -8%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$12.7M +$982K +19,534 +8%
AP
18
Advisors Preferred
Maryland
$12M +$12M +239,600 New
BCM
19
Blume Capital Management
California
$11.9M +$4.64M +92,317 +64%
SMM
20
Stadion Money Management
Georgia
$9.96M +$1.21M +23,982 +14%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$9.4M -$5.32M -105,793 -36%
Kovitz Investment Group Partners
22
Kovitz Investment Group Partners
Illinois
$8.52M +$8.61M +171,318 New
DWM
23
Diversify Wealth Management
Utah
$8.2M +$5.49M +109,160 +203%
SPC
24
Sigma Planning Corp
Michigan
$7.91M -$301K -5,988 -4%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$6.22M -$587K -11,680 -9%
1
2 3 4 5

XHLF Hedge Fund Activity: Q3 2024 in Review

99 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) for Q3 2024, worth a combined $811M — down 21% from $1.03B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of XHLF and 15 opened new positions — a net loss of 2 holders — while 45 trimmed existing stakes and 34 added.

The largest buyer was Carrera Capital Advisors, opening a new position worth an estimated $93.9M. The largest seller was Cetera Investment Advisers, exiting entirely with an estimated $121M sold.

  • 99 institutional investors held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) as of Q3 2024, down from 101 in Q2 2024.
  • Funds reported $811M of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock for Q3 2024, down 21% quarter-over-quarter.
  • 15 funds opened new BondBloxx Bloomberg Six Month Target Duration US Treasury ETF positions in Q3 2024 and 17 closed out, a net change of -2 holders.
  • The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF buyer in Q3 2024 was Carrera Capital Advisors, an estimated $93.9M added.
  • The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF seller in Q3 2024 was Cetera Investment Advisers, an estimated $121M sold.

Based on aggregated 13F filings for Q3 2024.