XONE icon

BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE

Overview Fund Activity

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.

Holders
59
Holders Change
-6
Holders Change %
-9.23%
% of All Funds
0.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
25
Reduced
16
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$41.4M
2
EWM
2
Executive Wealth Management
Michigan
$15.2M
3
AWM
3
AE Wealth Management
Kansas
$45.4M
4
PPW
4
Pasadena Private Wealth
California
$5.49M
5
Bank of America
5
Bank of America
North Carolina
$6.15M

Top Sellers

1
RVPG
1
Relative Value Partners Group
$0
2
LAS
2
Lloyd Advisory Services
Georgia
$0
3
SPC
3
Sigma Planning Corp
Michigan
$1.3M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
3AM
5
3EDGE Asset Management
Florida
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$118M – – –
AWM
2
AE Wealth Management
Kansas
$45.4M +$6.34M +128,090 +16%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$41.4M +$41.4M +835,197 New
EWM
4
Executive Wealth Management
Michigan
$15.2M +$15.2M +307,413 New
HighTower Advisors
5
HighTower Advisors
Illinois
$14.7M +$2.54M +51,403 +21%
OPS
6
Orion Portfolio Solutions
Nebraska
$13.4M +$339K +6,851 +3%
BCI
7
Brinker Capital Investments
Pennsylvania
$13.4M +$339K +6,851 +3%
3AM
8
3EDGE Asset Management
Florida
$13.3M -$754K -15,221 -5%
Bank of America
9
Bank of America
North Carolina
$6.15M +$4.24M +85,513 +221%
PPW
10
Pasadena Private Wealth
California
$5.49M +$5.49M +110,921 New
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$5.29M +$965K +19,475 +22%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.21M -$514K -10,377 -9%
TC
13
TownSquare Capital
Utah
$3.88M +$195K +3,934 +5%
AAS
14
Avantax Advisory Services
Texas
$3.82M +$143K +2,885 +4%
Osaic Holdings
15
Osaic Holdings
Arizona
$3.29M +$3.29M +66,468 New
SPL
16
Smart Portfolios LLC
Washington
$3.27M -$137K -2,765 -4%
WAS
17
WESPAC Advisors SoCal
California
$2.62M +$663K +13,390 +34%
SSWM
18
Strait & Sound Wealth Management
California
$2.41M -$441K -8,902 -15%
ACA
19
Aptus Capital Advisors
Alabama
$1.89M -$470K -9,484 -20%
FGG
20
Financial Guidance Group
Florida
$1.89M -$470K -9,484 -20%
ECM
21
Exchange Capital Management
Michigan
$1.77M +$310K +6,266 +21%
WSWA
22
Warren Street Wealth Advisors
California
$1.44M -$255K -5,158 -15%
Morgan Stanley
23
Morgan Stanley
New York
$1.43M +$1.43M +28,801 +2,880,100%
SPC
24
Sigma Planning Corp
Michigan
$1.3M -$2.49M -50,300 -66%
WIA
25
World Investment Advisors
California
$1.25M +$409K +8,254 +49%
1
2 3