We are live on ! Find out more
XHLF icon

BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF

101 hedge funds and large institutions have $603M invested in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 25 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

2% more funds holding

Funds holding: 99 → 101 (+2)

17.62% less ownership

Funds ownership: 83.02% → 65.39% (-18%)

20% less funds holding in top 10

Funds holding in top 10: 10 → 8 (-2)

26% less capital invested

Capital invested by funds: $811M → $603M (-$209M)

44% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 45

Holders
101
Holders Change
+2
Holders Change %
+2.02%
% of All Funds
1.33%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
21
Increased
25
Reduced
45
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TWM
Tanager Wealth Management
United Kingdom
+$41.5M
2
CCA
Carrera Capital Advisors
Michigan
+$18.8M
3
PA
Pineridge Advisors
Missouri
+$10.5M
4
Bank of America
Bank of America
North Carolina
+$8.03M
5
MML Investors Services
MML Investors Services
Massachusetts
+$7.91M

Top Sellers

1
3AM
3EDGE Asset Management
Florida
-$77.5M
2
APM
a16z Perennial Management
California
-$70.2M
3
NCM
Northland Capital Management
Minnesota
-$23.9M
4
BCI
Brinker Capital Investments
Pennsylvania
-$22.7M
5
OPS
Orion Portfolio Solutions
Nebraska
-$22.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1
Carrera Capital Advisors
Michigan
$113M +$18.8M +374,859 +20%
TWM
2
Tanager Wealth Management
United Kingdom
$110M +$41.5M +826,181 +61%
3AM
3
3EDGE Asset Management
Florida
$50.7M -$77.5M -1,542,918 -60%
SA
4
SoundView Advisors
Washington
$23M +$23M +457,561 New
MERSOM
5
Municipal Employees' Retirement System of Michigan
Michigan
$22.5M – – –
Bank of America
6
Bank of America
North Carolina
$21.2M +$8.03M +159,757 +61%
JFG
7
JDM Financial Group
Texas
$18.5M +$4M +79,604 +28%
PA
8
Pineridge Advisors
Missouri
$15.1M +$10.5M +207,967 +222%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$14.2M +$1.63M +32,344 +13%
TC
10
TownSquare Capital
Utah
$13.8M -$10.1M -200,603 -42%
BCM
11
Blume Capital Management
California
$13M +$1.17M +23,327 +10%
AP
12
Advisors Preferred
Maryland
$12M – – –
SSWM
13
Strait & Sound Wealth Management
California
$12M -$801K -15,932 -6%
ACA
14
Aptus Capital Advisors
Alabama
$11.2M -$20.7M -411,715 -65%
GWANC
15
Guardian Wealth Advisors (North Carolina)
North Carolina
$10.7M -$20.7M -411,715 -66%
MML Investors Services
16
MML Investors Services
Massachusetts
$10.6M +$7.91M +157,446 +292%
SMM
17
Stadion Money Management
Georgia
$9.68M -$271K -5,396 -3%
Kovitz Investment Group Partners
18
Kovitz Investment Group Partners
Illinois
$8.31M -$289K -5,749 -3%
SPC
19
Sigma Planning Corp
Michigan
$7.13M -$742K -14,759 -9%
DWM
20
Diversify Wealth Management
Utah
$5.93M -$2.26M -44,920 -28%
LWANC
21
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.71M +$647K +12,865 +13%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$5.46M -$36.4K -724 -0.7%
EWM
23
Executive Wealth Management
Michigan
$5.29M +$5.09M +101,310 +2,526%
HGA
24
Hobbs Group Advisors
South Carolina
$5.04M +$685K +13,628 +16%
AAS
25
Avantax Advisory Services
Texas
$4.49M -$560K -11,143 -11%
1
2 3 4 5

XHLF Hedge Fund Activity: Q4 2024 in Review

101 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) for Q4 2024, worth a combined $603M — down 26% from $811M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new XHLF positions and 18 closed out — a net gain of 3 holders — while 25 added to existing stakes and 45 trimmed.

The largest buyer was Tanager Wealth Management, adding an estimated $41.5M. The largest seller was 3EDGE Asset Management, cutting an estimated $77.5M.

  • 101 institutional investors held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) as of Q4 2024, up from 99 in Q3 2024.
  • Funds reported $603M of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock for Q4 2024, down 26% quarter-over-quarter.
  • 21 funds opened new BondBloxx Bloomberg Six Month Target Duration US Treasury ETF positions in Q4 2024 and 18 closed out, a net change of +3 holders.
  • The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF buyer in Q4 2024 was Tanager Wealth Management, an estimated $41.5M added.
  • The largest BondBloxx Bloomberg Six Month Target Duration US Treasury ETF seller in Q4 2024 was 3EDGE Asset Management, an estimated $77.5M sold.

Based on aggregated 13F filings for Q4 2024.