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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
NCFG
51
New Century Financial Group
New Jersey
$392K +$393K +7,910 New
LCWP
52
Legacy Capital Wealth Partners
Arkansas
$373K +$374K +7,533 New
CW
53
CreativeOne Wealth
Kansas
$361K +$362K +7,286 New
DAS
54
Dynamic Advisor Solutions
Arizona
$341K +$341K +6,880 New
LPL Financial
55
LPL Financial
California
$314K +$18.3K +368 +6%
SOS
56
Silver Oak Securities
Tennessee
$277K +$12K +241 +4%
PCA
57
Prosperity Capital Advisors
Ohio
$264K -$12.2K -245 -4%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$248K +$7.94K +160 +3%
BFAG
59
Blackston Financial Advisory Group
Florida
$241K +$241K +4,856 New
FAM
60
Formidable Asset Management
Ohio
$239K +$240K +4,834 New
ASN
61
Advisory Services Network
Georgia
$236K +$237K +4,773 New
DC
62
Davenport & Co
Virginia
$234K +$235K +4,726 New
AWM
63
Axxcess Wealth Management
California
$217K +$218K +4,382 New
Bank of New York Mellon
64
Bank of New York Mellon
New York
$216K +$217K +4,363 New
BTWM
65
Brass Tax Wealth Management
Ohio
$212K – – –
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$211K -$940K -18,934 -82%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$207K +$207K +4,178 New
KAS
68
Kestra Advisory Services
Texas
$204K -$215K -4,324 -51%
GRP
69
Global Retirement Partners
California
$191K +$5.31K +107 +3%
MRP
70
Measured Risk Portfolios
California
$185K +$186K +3,742 New
GWM
71
Geneos Wealth Management
Colorado
$167K +$167K +3,373 New
RCM
72
Raleigh Capital Management
North Carolina
$135K +$135K +2,728 New
CAM
73
Creekmur Asset Management
Illinois
$133K +$19.9K +400 +18%
SMAM
74
Sugar Maple Asset Management
Wisconsin
$69.8K +$69.9K +1,409 New
Osaic Holdings
75
Osaic Holdings
Arizona
$61.5K -$3.51M -70,768 -98%
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.