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

69 hedge funds and large institutions have $357M invested in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+10
Holders Change %
+16.95%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
18
Increased
35
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
$19.7M
2
BEI
Benjamin Edwards Inc
Missouri
$15.2M
3
CIM
Confluence Investment Management
Missouri
$7.51M
4
AWM
AE Wealth Management
Kansas
$48.8M
5
TC
TownSquare Capital
Utah
$6.49M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$0
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$242K
3
WAS
WESPAC Advisors SoCal
California
$0
4
HighTower Advisors
HighTower Advisors
Illinois
$13.8M
5
SPL
Smart Portfolios LLC
Washington
$2.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
26
World Investment Advisors
California
$1.39M +$128K +2,556 +10%
LC
27
Legacy CG
Texas
$1.33M +$1.33M +26,704 New
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$1.24M +$1.24M +24,817 New
WAP
29
Wealthcare Advisory Partners
Pennsylvania
$1.21M +$94.3K +1,888 +8%
IA
30
IFP Advisors
Florida
$1.17M +$109K +2,175 +10%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.16M +$85.1K +1,704 +8%
RIA
32
Regal Investment Advisors
Michigan
$943K +$943K +18,875 New
SPA
33
Shore Point Advisors
New Jersey
$785K +$19.7K +394 +3%
TWM
34
Tanager Wealth Management
United Kingdom
$727K -$188K -3,771 -21%
TCA
35
Transcend Capital Advisors
New Jersey
$687K +$276K +5,521 +67%
PWG
36
Portside Wealth Group
Utah
$674K -$28.5K -570 -4%
SS
37
Sunbelt Securities
Texas
$667K – – –
VWA
38
Visionary Wealth Advisors
Illinois
$619K +$619K +12,390 New
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$541K +$223K +4,475 +70%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$531K +$2.45K +49 +0.5%
AIC
41
Argus Investors Counsel
New York
$503K -$456K -9,140 -48%
DWM
42
Diversify Wealth Management
Utah
$462K +$224K +4,497 +94%
BWM
43
BlackDiamond Wealth Management
New York
$442K +$442K +8,930 New
APA
44
Astoria Portfolio Advisors
New York
$431K +$22.8K +458 +6%
MOS
45
MGO One Seven
Ohio
$429K +$18.9K +379 +5%
KAS
46
Kestra Advisory Services
Texas
$422K +$5.24K +105 +1%
SB
47
Strategic Blueprint
Georgia
$409K +$140K +2,800 +52%
ECM
48
Evergreen Capital Management
Washington
$400K – – –
AI
49
Atria Investments
North Carolina
$378K +$378K +7,575 New
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$365K -$3.45K -69 -0.9%
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