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BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE

87 hedge funds and large institutions have $447M invested in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 31 increasing their positions, 15 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

107% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 15

100% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 19

26% more funds holding

Funds holding: 69 → 87 (+18)

25% more capital invested

Capital invested by funds: $357M → $447M (+$89.5M)

17.45% more ownership

Funds ownership: 65.91% → 83.36% (+17%)

Holders
87
Holders Change
+18
Holders Change %
+26.09%
% of All Funds
1.15%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
38
Increased
31
Reduced
15
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$37.4M
2
Bank of America
Bank of America
North Carolina
+$24.7M
3
Wells Fargo
Wells Fargo
California
+$14.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.56M
5
ACA
Aptus Capital Advisors
Alabama
+$8.3M

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$19.7M
2
BEI
Benjamin Edwards Inc
Missouri
-$15.2M
3
3AM
3EDGE Asset Management
Florida
-$13.1M
4
AWM
AE Wealth Management
Kansas
-$10.5M
5
CIM
Confluence Investment Management
Missouri
-$7.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$2.3M +$2.3M +46,397 New
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$2.06M +$828K +16,690 +67%
AI
28
Atria Investments
North Carolina
$2.04M +$1.67M +33,691 +445%
LCGC
29
Legacy Capital Group California
California
$1.87M +$1.88M +37,807 New
TWM
30
Tanager Wealth Management
United Kingdom
$1.64M +$910K +18,337 +126%
SPC
31
Sigma Planning Corp
Michigan
$1.5M +$77.7K +1,565 +5%
LC
32
Legacy CG
Texas
$1.46M +$139K +2,801 +10%
Kovitz Investment Group Partners
33
Kovitz Investment Group Partners
Illinois
$1.39M +$1.4M +28,145 New
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$1.33M +$138K +2,785 +12%
RIA
35
Regal Investment Advisors
Michigan
$1.03M +$95.8K +1,930 +10%
FFA
36
Farther Finance Advisors
California
$1.02M +$946K +19,058 +1,296%
CSP
37
Cary Street Partners
Virginia
$1M +$1M +20,237 New
SPA
38
Shore Point Advisors
New Jersey
$791K +$12.3K +247 +2%
NA
39
NewEdge Advisors
Louisiana
$770K +$771K +15,534 New
IA
40
IFP Advisors
Florida
$705K -$454K -9,156 -39%
SS
41
Sunbelt Securities
Texas
$662K – – –
BWM
42
BlackDiamond Wealth Management
New York
$650K +$208K +4,196 +47%
WIA
43
World Investment Advisors
California
$564K -$814K -16,398 -59%
AIC
44
Argus Investors Counsel
New York
$538K +$39.1K +787 +8%
CCM
45
Crew Capital Management
Ohio
$511K +$512K +10,309 New
LWANC
46
Laurel Wealth Advisors (North Carolina)
North Carolina
$473K +$241K +4,850 +103%
GM
47
GeoWealth Management
Illinois
$471K +$471K +9,498 New
DWM
48
Diversify Wealth Management
Utah
$459K -$1.44K -29 -0.3%
W
49
Wealthquest
Ohio
$452K +$212K +4,273 +88%
APA
50
Astoria Portfolio Advisors
New York
$398K -$32K -645 -7%
1
2
3 4 5

XONE Hedge Fund Activity: Q4 2024 in Review

87 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) for Q4 2024, worth a combined $447M — up 25% from $357M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new XONE positions and 19 closed out — a net gain of 19 holders — while 31 added to existing stakes and 15 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $37.4M. The largest seller was Stifel Financial, exiting entirely with an estimated $19.7M sold.

  • 87 institutional investors held BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) as of Q4 2024, up from 69 in Q3 2024.
  • Funds reported $447M of BondBloxx Bloomberg One Year Target Duration US Treasury ETF stock for Q4 2024, up 25% quarter-over-quarter.
  • 38 funds opened new BondBloxx Bloomberg One Year Target Duration US Treasury ETF positions in Q4 2024 and 19 closed out, a net change of +19 holders.
  • The largest BondBloxx Bloomberg One Year Target Duration US Treasury ETF buyer in Q4 2024 was Focus Partners Wealth, an estimated $37.4M added.
  • The largest BondBloxx Bloomberg One Year Target Duration US Treasury ETF seller in Q4 2024 was Stifel Financial, an estimated $19.7M sold.

Based on aggregated 13F filings for Q4 2024.