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BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE

59 hedge funds and large institutions have $342M invested in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

56% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 16

8% more capital invested

Capital invested by funds: $316M → $342M (+$25.6M)

1.1% more ownership

Funds ownership: 77.35% → 78.45% (+1.1%)

9% less funds holding

Funds holding: 65 → 59 (-6)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
59
Holders Change
-6
Holders Change %
-9.23%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
25
Reduced
16
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$41.3M
2
EWM
Executive Wealth Management
Michigan
+$15.2M
3
AWM
AE Wealth Management
Kansas
+$6.33M
4
PPW
Pasadena Private Wealth
California
+$5.48M
5
Bank of America
Bank of America
North Carolina
+$4.23M

Top Sellers

Rank Fund Capital Flow
1
RVPG
Relative Value Partners Group
-$4.77M
2
LAS
Lloyd Advisory Services
Georgia
-$3.67M
3
SPC
Sigma Planning Corp
Michigan
-$2.49M
4
FTUS
Flow Traders U.S.
New York
-$1.14M
5
3AM
3EDGE Asset Management
Florida
-$753K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
26
Wealthcare Advisory Partners
Pennsylvania
$1.1M +$125K +2,522 +13%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.06M -$38.3K -774 -3%
IA
28
IFP Advisors
Florida
$1.05M +$1.05M +21,222 New
AIC
29
Argus Investors Counsel
New York
$952K – – –
TWM
30
Tanager Wealth Management
United Kingdom
$908K +$299K +6,044 +49%
SPA
31
Shore Point Advisors
New Jersey
$759K +$11.4K +230 +2%
Jane Street
32
Jane Street
New York
$713K -$420K -8,503 -37%
PWG
33
Portside Wealth Group
Utah
$696K -$209K -4,231 -23%
SS
34
Sunbelt Securities
Texas
$662K – – –
Baird Financial Group
35
Baird Financial Group
Wisconsin
$525K +$22.6K +457 +5%
BRWA
36
B. Riley Wealth Advisors
Florida
$430K -$94K -1,902 -18%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$415K +$37.8K +765 +10%
KAS
38
Kestra Advisory Services
Texas
$413K +$5.34K +108 +1%
TCA
39
Transcend Capital Advisors
New Jersey
$408K +$407K +8,235 New
APA
40
Astoria Portfolio Advisors
New York
$407K +$51.5K +1,042 +15%
MOS
41
MGO One Seven
Ohio
$407K +$406K +8,213 New
ECM
42
Evergreen Capital Management
Washington
$396K – – –
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$365K -$191K -3,861 -34%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$315K +$91K +1,841 +41%
SB
45
Strategic Blueprint
Georgia
$267K -$266K -5,388 -50%
SOS
46
Silver Oak Securities
Tennessee
$265K +$13.2K +267 +5%
WAG
47
Wallace Advisory Group
California
$245K – – –
DWM
48
Diversify Wealth Management
Utah
$238K +$237K +4,792 New
PCA
49
Prosperity Capital Advisors
Ohio
$234K +$233K +4,718 New
BTWM
50
Brass Tax Wealth Management
Ohio
$205K – – –
1
2
3

XONE Hedge Fund Activity: Q2 2024 in Review

59 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) for Q2 2024, worth a combined $342M — up 8.1% from $316M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of XONE and 10 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 25 added.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $41.3M. The largest seller was Relative Value Partners Group, exiting entirely with an estimated $4.77M sold.

  • 59 institutional investors held BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) as of Q2 2024, down from 65 in Q1 2024.
  • Funds reported $342M of BondBloxx Bloomberg One Year Target Duration US Treasury ETF stock for Q2 2024, up 8.1% quarter-over-quarter.
  • 10 funds opened new BondBloxx Bloomberg One Year Target Duration US Treasury ETF positions in Q2 2024 and 14 closed out, a net change of -4 holders.
  • The largest BondBloxx Bloomberg One Year Target Duration US Treasury ETF buyer in Q2 2024 was Focus Partners Wealth, an estimated $41.3M added.
  • The largest BondBloxx Bloomberg One Year Target Duration US Treasury ETF seller in Q2 2024 was Relative Value Partners Group, an estimated $4.77M sold.

Based on aggregated 13F filings for Q2 2024.