BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE
67 hedge funds and large institutions have $570M invested in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 4 closing their positions.
575% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 4
49% more funds holding
Funds holding: 45 → 67 (+22)
29% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 17
2% less capital invested
Capital invested by funds: $580M → $570M (-$9.88M)
14.52% less ownership
Funds ownership: 108.47% → 93.94% (-15%)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$37.5M |
| 2 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$15.3M |
| 3 |
TWM
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
+$5.28M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$4.01M |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$4.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$29.7M |
| 2 |
Jane Street
New York
|
-$19.5M |
| 3 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$18M |
| 4 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$8.91M |
| 5 |
Goldman Sachs
New York
|
-$8.03M |
XONE Hedge Fund Activity: Q4 2023 in Review
67 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) for Q4 2023, worth a combined $570M — down 1.7% from $580M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new XONE positions and 4 closed out — a net gain of 23 holders — while 22 added to existing stakes and 17 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $37.5M. The largest seller was Stifel Financial, cutting an estimated $29.7M.
- 67 institutional investors held BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) as of Q4 2023, up from 45 in Q3 2023.
- Funds reported $570M of BondBloxx Bloomberg One Year Target Duration US Treasury ETF stock for Q4 2023, down 1.7% quarter-over-quarter.
- 27 funds opened new BondBloxx Bloomberg One Year Target Duration US Treasury ETF positions in Q4 2023 and 4 closed out, a net change of +23 holders.
- The largest BondBloxx Bloomberg One Year Target Duration US Treasury ETF buyer in Q4 2023 was AE Wealth Management, an estimated $37.5M added.
- The largest BondBloxx Bloomberg One Year Target Duration US Treasury ETF seller in Q4 2023 was Stifel Financial, an estimated $29.7M sold.
Based on aggregated 13F filings for Q4 2023.