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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
FNWA
51
Financial Network Wealth Advisors
Utah
$195K -$15.1K -305 -7%
GRP
52
Global Retirement Partners
California
$184K +$6.23K +126 +4%
LWANC
53
Laurel Wealth Advisors (North Carolina)
North Carolina
$138K +$137K +2,780 New
CAM
54
Creekmur Asset Management
Illinois
$122K -$38.7K -782 -24%
MG
55
Mather Group
Illinois
$64.2K +$48K +970 +299%
FCA
56
FinTrust Capital Advisors
South Carolina
$60K – – –
FFO
57
Fortitude Family Office
Arizona
$42.5K – – –
MTC
58
Matrix Trust Company
Colorado
$16K +$494 +10 +3%
BFEC
59
Benjamin F. Edwards & Company
Missouri
$15K +$4.94K +100 +50%
OLVIG
60
Oliver Lagore Vanvalin Investment Group
Michigan
$16 – – –
RVPG
61
Relative Value Partners Group
– -$4.77M -95,461 Closed
LAS
62
Lloyd Advisory Services
Georgia
– -$3.67M -74,265 Closed
FTUS
63
Flow Traders U.S.
New York
– -$1.14M -23,004 Closed
SIC
64
Salem Investment Counselors
North Carolina
– -$474K -9,554 Closed
MC
65
Middleton & Co
Massachusetts
– -$388K -7,821 Closed
Goldman Sachs
66
Goldman Sachs
New York
– -$303K -6,107 Closed
WP
67
WealthPLAN Partners
Nebraska
– -$286K -5,765 Closed
PCG
68
Prosperity Consulting Group
Maryland
– -$263K -5,295 Closed
UBS Group
69
UBS Group
Switzerland
– -$254K -5,109 Closed
RWP
70
RWA Wealth Partners
Massachusetts
– -$232K -4,667 Closed
PS
71
Principal Securities
Iowa
– -$26.7K -538 Closed
Comerica Bank
72
Comerica Bank
Texas
– -$5.56K -112 Closed
MCM
73
MV Capital Management
Maryland
– -$5.46K -110 Closed
IGWM
74
ICA Group Wealth Management
Colorado
– -$1.29K -26 Closed
1 2
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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.