BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE
35 hedge funds and large institutions have $352M invested in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 1 closing their positions.
1,600% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 1
225% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 4
165% more capital invested
Capital invested by funds: $133M → $352M (+$219M)
84% more funds holding
Funds holding: 19 → 35 (+16)
10.63% more ownership
Funds ownership: 93.35% → 103.98% (+11%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
+$163M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$19.4M |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$19.4M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$12.7M |
| 5 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
+$9.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFA
Peak Financial Advisors
Denver,
Colorado
|
-$22.4M |
| 2 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
-$199K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$57.3K |
| 4 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$4.68K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$3.39K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAP
26
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $327K | +$328K | +6,581 | New |
|
|
WP
27
WealthPLAN Partners
Omaha,
Nebraska
| $277K | +$88K | +1,768 | +46% |
|
|
TWM
28
Tanager Wealth Management
Goring On Thames,
United Kingdom
| $275K | – | – | – |
|
|
SOS
29
Silver Oak Securities
Jackson,
Tennessee
| $255K | +$256K | +5,133 | New |
|
|
GRP
30
Global Retirement Partners
San Rafael,
California
| $142K | -$4.68K | -94 | -3% |
|
|
EWA
31
EverSource Wealth Advisors
Birmingham,
Alabama
| $105K | +$105K | +2,107 | New |
|
32
Bank of America
Charlotte,
North Carolina
| $83.7K | +$83.8K | +1,684 | New |
|
|
PCM
33
Penserra Capital Management
Orinda,
California
| $19K | +$19.9K | +399 | New |
|
|
IGWM
34
ICA Group Wealth Management
Denver,
Colorado
| $1.29K | +$1.29K | +26 | New |
|
|
FA
35
Fiduciary Alliance
Greenville,
South Carolina
| $50 | +$50 | +1 | New |
|
|
PFA
36
Peak Financial Advisors
Denver,
Colorado
| – | -$22.4M | -447,503 | Closed |
|
XONE Hedge Fund Activity: Q2 2023 in Review
35 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) for Q2 2023, worth a combined $352M — up 165% from $133M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new XONE positions and 1 closed out — a net gain of 16 holders — while 13 added to existing stakes and 4 trimmed.
The largest buyer was Municipal Employees' Retirement System of Michigan, adding an estimated $163M. The largest seller was Peak Financial Advisors, exiting entirely with an estimated $22.4M sold.
- 35 institutional investors held BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) as of Q2 2023, up from 19 in Q1 2023.
- Funds reported $352M of BondBloxx Bloomberg One Year Target Duration US Treasury ETF stock for Q2 2023, up 165% quarter-over-quarter.
- 17 funds opened new BondBloxx Bloomberg One Year Target Duration US Treasury ETF positions in Q2 2023 and 1 closed out, a net change of +16 holders.
- The largest BondBloxx Bloomberg One Year Target Duration US Treasury ETF buyer in Q2 2023 was Municipal Employees' Retirement System of Michigan, an estimated $163M added.
- The largest BondBloxx Bloomberg One Year Target Duration US Treasury ETF seller in Q2 2023 was Peak Financial Advisors, an estimated $22.4M sold.
Based on aggregated 13F filings for Q2 2023.