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BondBloxx Bloomberg One Year Target Duration US Treasury ETF
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
-2
Holders Change %
-2.99%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
16
Increased
24
Reduced
23
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPC
Sigma Planning Corp
Michigan
$3.8M
2
LAS
Lloyd Advisory Services
Georgia
$3.67M
3
AAS
Avantax Advisory Services
Texas
$3.69M
4
ACA
Aptus Capital Advisors
Alabama
$2.36M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$4.33M

Top Sellers

1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$119M
2
Stifel Financial
Stifel Financial
Missouri
$0
3
BFEC
Benjamin F. Edwards & Company
Missouri
$10K
4
CIM
Confluence Investment Management
Missouri
$0
5
TWM
Tanager Wealth Management
United Kingdom
$610K
Name Holding Trade Value Shares
Change 		Shares
Change %
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$119M -$105M -2,114,763 -47%
CW
2
Connectus Wealth
Ohio
$41.5M -$2.82M -56,874 -6%
AWM
3
AE Wealth Management
Kansas
$39.1M +$1.72M +34,701 +5%
3AM
4
3EDGE Asset Management
Florida
$14.1M -$1.12M -22,625 -7%
BCI
5
Brinker Capital Investments
Pennsylvania
$13.1M -$674K -13,587 -5%
OPS
6
Orion Portfolio Solutions
Nebraska
$13.1M -$674K -13,587 -5%
HighTower Advisors
7
HighTower Advisors
Illinois
$12.2M +$169K +3,403 +1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.74M +$79.3K +1,597 +1%
RVPG
9
Relative Value Partners Group
$4.77M -$1.03M -20,618 -18%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$4.33M +$1.98M +39,892 +84%
SPC
11
Sigma Planning Corp
Michigan
$3.8M +$3.18M +64,030 +515%
TC
12
TownSquare Capital
Utah
$3.69M -$408K -8,214 -10%
AAS
13
Avantax Advisory Services
Texas
$3.69M +$2.64M +53,232 +253%
LAS
14
Lloyd Advisory Services
Georgia
$3.67M +$3.04M +61,450 +480%
SPL
15
Smart Portfolios LLC
Washington
$3.41M -$2.41M -48,461 -41%
SSWM
16
Strait & Sound Wealth Management
California
$2.85M +$17.5K +354 +0.6%
FGG
17
Financial Guidance Group
Florida
$2.36M -$19.2K -386 -0.8%
ACA
18
Aptus Capital Advisors
Alabama
$2.36M +$2.36M +47,613 New
WAS
19
WESPAC Advisors SoCal
California
$1.96M +$49.1K +990 +3%
Bank of America
20
Bank of America
North Carolina
$1.92M +$470K +9,468 +32%
WSWA
21
Warren Street Wealth Advisors
California
$1.7M +$601K +12,105 +55%
ECM
22
Exchange Capital Management
Michigan
$1.46M +$525K +10,571 +56%
FTUS
23
Flow Traders U.S.
New York
$1.14M +$1.14M +23,004 New
Jane Street
24
Jane Street
New York
$1.14M -$78.7K -1,585 -6%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.11M +$94.3K +1,900 +9%
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