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BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE

19 hedge funds and large institutions have $133M invested in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

222% more capital invested

Capital invested by funds: $41.2M → $133M (+$91.4M)

138% more funds holding

Funds holding: 8 → 19 (+11)

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

3.14% less ownership

Funds ownership: 96.49% → 93.35% (-3.1%)

Holders
19
Holders Change
+11
Holders Change %
+137.5%
% of All Funds
0.3%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
4
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$26M
2
PFA
Peak Financial Advisors
Colorado
+$22.3M
3
HighTower Advisors
HighTower Advisors
Illinois
+$11.4M
4
FTUS
Flow Traders U.S.
New York
+$9.57M
5
AAS
Avantax Advisory Services
Texas
+$7.95M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.99M
2
BRWA
B. Riley Wealth Advisors
Florida
-$549K
3
Citadel Advisors
Citadel Advisors
Florida
-$463K
4
UBS Group
UBS Group
Switzerland
-$17K
Name Holding Trade Value Shares
Change 		Change in
Stake
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$61.2M +$26M +521,774 +74%
PFA
2
Peak Financial Advisors
Colorado
$22.4M +$22.3M +447,503 New
HighTower Advisors
3
HighTower Advisors
Illinois
$11.4M +$11.4M +227,956 New
FTUS
4
Flow Traders U.S.
New York
$9.62M +$9.57M +192,200 New
AAS
5
Avantax Advisory Services
Texas
$7.98M +$7.95M +159,502 New
SPL
6
Smart Portfolios LLC
Washington
$6.68M +$6.65M +133,458 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.29M +$5.27M +105,766 New
ETC
8
Exchange Traded Concepts
Oklahoma
$2.48M +$1.27M +25,472 +106%
PWAG
9
Polaris Wealth Advisory Group
California
$1.24M +$1.23M +24,755 New
Jane Street
10
Jane Street
New York
$852K -$1.99M -40,016 -70%
SPA
11
Shore Point Advisors
New Jersey
$636K +$633K +12,714 New
BRWA
12
B. Riley Wealth Advisors
Florida
$606K -$549K -11,021 -48%
SSWM
13
Strait & Sound Wealth Management
California
$508K +$506K +10,148 New
SIC
14
Salem Investment Counselors
North Carolina
$435K +$27.9K +561 +7%
RVPG
15
Relative Value Partners Group
$388K +$386K +7,750 New
KAS
16
Kestra Advisory Services
Texas
$362K +$3.39K +68 +0.9%
TWM
17
Tanager Wealth Management
United Kingdom
$277K +$276K +5,542 New
WP
18
WealthPLAN Partners
Nebraska
$191K +$190K +3,815 New
GRP
19
Global Retirement Partners
California
$147K +$147K +2,953 New
Citadel Advisors
20
Citadel Advisors
Florida
– -$463K -9,312 Closed
UBS Group
21
UBS Group
Switzerland
– -$17K -343 Closed

XONE Hedge Fund Activity: Q1 2023 in Review

19 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) for Q1 2023, worth a combined $133M — up 222% from $41.2M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new XONE positions and 2 closed out — a net gain of 11 holders — while 4 added to existing stakes and 2 trimmed.

The largest buyer was Municipal Employees' Retirement System of Michigan, adding an estimated $26M. The largest seller was Jane Street, cutting an estimated $1.99M.

  • 19 institutional investors held BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) as of Q1 2023, up from 8 in Q4 2022.
  • Funds reported $133M of BondBloxx Bloomberg One Year Target Duration US Treasury ETF stock for Q1 2023, up 222% quarter-over-quarter.
  • 13 funds opened new BondBloxx Bloomberg One Year Target Duration US Treasury ETF positions in Q1 2023 and 2 closed out, a net change of +11 holders.
  • The largest BondBloxx Bloomberg One Year Target Duration US Treasury ETF buyer in Q1 2023 was Municipal Employees' Retirement System of Michigan, an estimated $26M added.
  • The largest BondBloxx Bloomberg One Year Target Duration US Treasury ETF seller in Q1 2023 was Jane Street, an estimated $1.99M sold.

Based on aggregated 13F filings for Q1 2023.