BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE
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.
192% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 12
157% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 7
17% more funds holding
Funds holding: 59 → 69 (+10)
4% more capital invested
Capital invested by funds: $342M → $357M (+$15.2M)
12.54% less ownership
Funds ownership: 78.45% → 65.91% (-13%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$19.6M |
| 2 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$15.1M |
| 3 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$7.47M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.04M |
| 5 |
TC
TownSquare Capital
Provo,
Utah
|
+$2.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$41.4M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.99M |
| 3 |
WAS
WESPAC Advisors SoCal
Pasadena,
California
|
-$2.62M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$1.06M |
| 5 |
SPL
Smart Portfolios LLC
Seattle,
Washington
|
-$793K |
XONE Hedge Fund Activity: Q3 2024 in Review
69 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) for Q3 2024, worth a combined $357M — up 4.4% from $342M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new XONE positions and 7 closed out — a net gain of 11 holders — while 35 added to existing stakes and 12 trimmed.
The largest buyer was Stifel Financial, opening a new position worth an estimated $19.6M. The largest seller was Focus Partners Wealth, exiting entirely with an estimated $41.4M sold.
- 69 institutional investors held BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) as of Q3 2024, up from 59 in Q2 2024.
- Funds reported $357M of BondBloxx Bloomberg One Year Target Duration US Treasury ETF stock for Q3 2024, up 4.4% quarter-over-quarter.
- 18 funds opened new BondBloxx Bloomberg One Year Target Duration US Treasury ETF positions in Q3 2024 and 7 closed out, a net change of +11 holders.
- The largest BondBloxx Bloomberg One Year Target Duration US Treasury ETF buyer in Q3 2024 was Stifel Financial, an estimated $19.6M added.
- The largest BondBloxx Bloomberg One Year Target Duration US Treasury ETF seller in Q3 2024 was Focus Partners Wealth, an estimated $41.4M sold.
Based on aggregated 13F filings for Q3 2024.