BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE
65 hedge funds and large institutions have $316M invested in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 17 closing their positions.
4% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 23
6% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 17
3% less funds holding
Funds holding: 67 → 65 (-2)
16.6% less ownership
Funds ownership: 93.94% → 77.35% (-17%)
45% less capital invested
Capital invested by funds: $570M → $316M (-$254M)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$3.18M |
| 2 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$3.05M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$2.65M |
| 4 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$2.37M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
-$105M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$64.8M |
| 3 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$43.4M |
| 4 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$21.8M |
| 5 |
TWM
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
-$18M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Cerity Partners
New York
| – | -$411K | -8,252 | Closed |
|
|
RPSA
77
Richard P. Slaughter Associates
Austin,
Texas
| – | -$246K | -4,934 | Closed |
|
78
US Bancorp
Minneapolis,
Minnesota
| – | -$80K | -1,608 | Closed |
|
|
VWWMG
79
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
| – | -$38.2K | -768 | Closed |
|
|
FPB
80
First PREMIER Bank
Sioux Falls,
South Dakota
| – | -$12K | -249 | Closed |
|
81
Wells Fargo
San Francisco,
California
| – | -$8.41K | -169 | Closed |
|
|
PCM
82
Penserra Capital Management
Orinda,
California
| – | -$7K | -149 | Closed |
|
83
Fidelity Investments
Boston,
Massachusetts
| – | -$50 | -1 | Closed |
|
XONE Hedge Fund Activity: Q1 2024 in Review
65 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) for Q1 2024, worth a combined $316M — down 45% from $570M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of XONE and 16 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 24 added.
The largest buyer was Sigma Planning Corp, adding an estimated $3.18M. The largest seller was Municipal Employees' Retirement System of Michigan, cutting an estimated $105M.
- 65 institutional investors held BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) as of Q1 2024, down from 67 in Q4 2023.
- Funds reported $316M of BondBloxx Bloomberg One Year Target Duration US Treasury ETF stock for Q1 2024, down 45% quarter-over-quarter.
- 16 funds opened new BondBloxx Bloomberg One Year Target Duration US Treasury ETF positions in Q1 2024 and 17 closed out, a net change of -1 holder.
- The largest BondBloxx Bloomberg One Year Target Duration US Treasury ETF buyer in Q1 2024 was Sigma Planning Corp, an estimated $3.18M added.
- The largest BondBloxx Bloomberg One Year Target Duration US Treasury ETF seller in Q1 2024 was Municipal Employees' Retirement System of Michigan, an estimated $105M sold.
Based on aggregated 13F filings for Q1 2024.