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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$37.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$24.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$14.5M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.56M |
| 5 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$8.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$19.7M |
| 2 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
-$15.2M |
| 3 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$13.1M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$10.5M |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$7.51M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | -$365K | -7,305 | Closed |
|
|
WAG
102
Wallace Advisory Group
Lafayette,
California
| – | -$245K | -4,951 | Closed |
|
|
SIA
103
SkyView Investment Advisors
Shrewsbury,
New Jersey
| – | -$201K | -4,034 | Closed |
|
|
MTC
104
Matrix Trust Company
Denver,
Colorado
| – | -$18K | -353 | Closed |
|
|
MSWM
105
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
| – | -$5.64K | -113 | Closed |
|
|
JFGIW
106
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$3.25K | -65 | Closed |
|
107
Fidelity Investments
Boston,
Massachusetts
| – | -$100 | -2 | Closed |
|
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.