BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE
59 hedge funds and large institutions have $342M invested in BondBloxx Bloomberg One Year Target Duration US Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 14 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
56% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 16
8% more capital invested
Capital invested by funds: $316M → $342M (+$25.6M)
1.1% more ownership
Funds ownership: 77.35% → 78.45% (+1.1%)
9% less funds holding
Funds holding: 65 → 59 (-6)
29% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$41.3M |
| 2 |
EWM
Executive Wealth Management
Brighton,
Michigan
|
+$15.2M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$6.33M |
| 4 |
PPW
Pasadena Private Wealth
Pasadena,
California
|
+$5.48M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$4.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVPG
Relative Value Partners Group
|
-$4.77M |
| 2 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$3.67M |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$2.49M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$1.14M |
| 5 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$753K |
XONE Hedge Fund Activity: Q2 2024 in Review
59 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) for Q2 2024, worth a combined $342M — up 8.1% from $316M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of XONE and 10 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 25 added.
The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $41.3M. The largest seller was Relative Value Partners Group, exiting entirely with an estimated $4.77M sold.
- 59 institutional investors held BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) as of Q2 2024, down from 65 in Q1 2024.
- Funds reported $342M of BondBloxx Bloomberg One Year Target Duration US Treasury ETF stock for Q2 2024, up 8.1% quarter-over-quarter.
- 10 funds opened new BondBloxx Bloomberg One Year Target Duration US Treasury ETF positions in Q2 2024 and 14 closed out, a net change of -4 holders.
- The largest BondBloxx Bloomberg One Year Target Duration US Treasury ETF buyer in Q2 2024 was Focus Partners Wealth, an estimated $41.3M added.
- The largest BondBloxx Bloomberg One Year Target Duration US Treasury ETF seller in Q2 2024 was Relative Value Partners Group, an estimated $4.77M sold.
Based on aggregated 13F filings for Q2 2024.