BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE
45 hedge funds and large institutions have $580M invested in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 9 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
111% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 9
65% more capital invested
Capital invested by funds: $352M → $580M (+$228M)
40% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 10
29% more funds holding
Funds holding: 35 → 45 (+10)
4.49% more ownership
Funds ownership: 103.98% → 108.47% (+4.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$94.2M |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$61.4M |
| 3 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
+$42.1M |
| 4 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$30.7M |
| 5 |
Jane Street
New York
|
+$13.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$22M |
| 2 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
-$9.9M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$9.59M |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$9.59M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.33M |
XONE Hedge Fund Activity: Q3 2023 in Review
45 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) for Q3 2023, worth a combined $580M — up 65% from $352M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new XONE positions and 9 closed out — a net gain of 10 holders — while 14 added to existing stakes and 10 trimmed.
The largest buyer was Stifel Financial, opening a new position worth an estimated $94.2M. The largest seller was Flow Traders U.S., cutting an estimated $22M.
- 45 institutional investors held BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) as of Q3 2023, up from 35 in Q2 2023.
- Funds reported $580M of BondBloxx Bloomberg One Year Target Duration US Treasury ETF stock for Q3 2023, up 65% quarter-over-quarter.
- 19 funds opened new BondBloxx Bloomberg One Year Target Duration US Treasury ETF positions in Q3 2023 and 9 closed out, a net change of +10 holders.
- The largest BondBloxx Bloomberg One Year Target Duration US Treasury ETF buyer in Q3 2023 was Stifel Financial, an estimated $94.2M added.
- The largest BondBloxx Bloomberg One Year Target Duration US Treasury ETF seller in Q3 2023 was Flow Traders U.S., an estimated $22M sold.
Based on aggregated 13F filings for Q3 2023.