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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 %
LPL Financial
51
LPL Financial
California
$298K +$298K +5,970 New
PCA
52
Prosperity Capital Advisors
Ohio
$278K +$42.5K +851 +18%
SOS
53
Silver Oak Securities
Tennessee
$268K +$400 +8 +0.1%
Comerica Bank
54
Comerica Bank
Texas
$249K +$249K +4,987 New
WAG
55
Wallace Advisory Group
California
$245K – – –
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$242K -$5.01M -100,416 -95%
W
57
Wealthquest
Ohio
$242K +$242K +4,854 New
LWANC
58
Laurel Wealth Advisors (North Carolina)
North Carolina
$234K +$95.6K +1,915 +69%
BTWM
59
Brass Tax Wealth Management
Ohio
$214K +$6.99K +140 +3%
SIA
60
SkyView Investment Advisors
New Jersey
$201K +$201K +4,034 New
GRP
61
Global Retirement Partners
California
$187K +$1.55K +31 +0.8%
CAM
62
Creekmur Asset Management
Illinois
$114K -$9.09K -182 -7%
FCA
63
FinTrust Capital Advisors
South Carolina
$95.7K +$35.2K +704 +58%
FFA
64
Farther Finance Advisors
California
$73.5K +$73.5K +1,471 New
PA
65
Pineridge Advisors
Missouri
$30.6K +$30.6K +612 New
MTC
66
Matrix Trust Company
Colorado
$18K +$1.73K +34 +11%
MSWM
67
Mowery & Schoenfeld Wealth Management
Illinois
$5.64K +$5.64K +113 New
JFGIW
68
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.25K +$3.25K +65 New
Fidelity Investments
69
Fidelity Investments
Massachusetts
$100 +$100 +2 New
OLVIG
70
Oliver Lagore Vanvalin Investment Group
Michigan
$17 -$16 – –
Focus Partners Wealth
71
Focus Partners Wealth
Massachusetts
– -$41.4M -835,197 Closed
WAS
72
WESPAC Advisors SoCal
California
– -$2.62M -52,887 Closed
BRWA
73
B. Riley Wealth Advisors
Florida
– -$430K -8,684 Closed
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
– -$415K -8,376 Closed
FNWA
75
Financial Network Wealth Advisors
Utah
– -$195K -3,936 Closed
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