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BondBloxx Bloomberg One Year Target Duration US Treasury ETF
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Overview Fund Activity

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
Holders
59
Holders Change
-6
Holders Change %
-9.23%
% of All Funds
0.86%
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

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$41.4M
2
EWM
Executive Wealth Management
Michigan
$15.2M
3
AWM
AE Wealth Management
Kansas
$45.4M
4
PPW
Pasadena Private Wealth
California
$5.49M
5
Bank of America
Bank of America
North Carolina
$6.15M

Top Sellers

1
RVPG
Relative Value Partners Group
$0
2
LAS
Lloyd Advisory Services
Georgia
$0
3
SPC
Sigma Planning Corp
Michigan
$1.3M
4
FTUS
Flow Traders U.S.
New York
$0
5
3AM
3EDGE Asset Management
Florida
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
26
Wealthcare Advisory Partners
Pennsylvania
$1.1M +$125K +2,522 +13%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.07M -$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 -$421K -8,503 -37%
PWG
33
Portside Wealth Group
Utah
$696K -$210K -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 -$94.2K -1,902 -18%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$415K +$37.9K +765 +10%
KAS
38
Kestra Advisory Services
Texas
$413K +$5.35K +108 +1%
TCA
39
Transcend Capital Advisors
New Jersey
$408K +$408K +8,235 New
APA
40
Astoria Portfolio Advisors
New York
$407K +$51.6K +1,042 +15%
MOS
41
MGO One Seven
Ohio
$407K +$407K +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 +$91.2K +1,841 +41%
SB
45
Strategic Blueprint
Georgia
$267K -$267K -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 +$238K +4,792 New
PCA
49
Prosperity Capital Advisors
Ohio
$234K +$234K +4,718 New
BTWM
50
Brass Tax Wealth Management
Ohio
$205K – – –
1
2
3