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BondBloxx Bloomberg One Year Target Duration US Treasury ETF
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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
59
Holders Change
-6
Holders Change %
-9.23%
% of All Funds
0.85%
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

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$41.3M
2
EWM
Executive Wealth Management
Michigan
+$15.2M
3
AWM
AE Wealth Management
Kansas
+$6.33M
4
PPW
Pasadena Private Wealth
California
+$5.48M
5
Bank of America
Bank of America
North Carolina
+$4.23M

Top Sellers

Rank Fund Capital Flow
1
RVPG
Relative Value Partners Group
-$4.77M
2
LAS
Lloyd Advisory Services
Georgia
-$3.67M
3
SPC
Sigma Planning Corp
Michigan
-$2.49M
4
FTUS
Flow Traders U.S.
New York
-$1.14M
5
3AM
3EDGE Asset Management
Florida
-$753K
Name Holding Trade Value Shares
Change 		Change in
Stake
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$118M – – –
AWM
2
AE Wealth Management
Kansas
$45.4M +$6.33M +128,090 +16%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$41.4M +$41.3M +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%
BCI
6
Brinker Capital Investments
Pennsylvania
$13.4M +$339K +6,851 +3%
OPS
7
Orion Portfolio Solutions
Nebraska
$13.4M +$339K +6,851 +3%
3AM
8
3EDGE Asset Management
Florida
$13.3M -$753K -15,221 -5%
Bank of America
9
Bank of America
North Carolina
$6.15M +$4.23M +85,513 +221%
PPW
10
Pasadena Private Wealth
California
$5.49M +$5.48M +110,921 New
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$5.29M +$963K +19,475 +22%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.21M -$513K -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 +$662K +13,390 +34%
SSWM
18
Strait & Sound Wealth Management
California
$2.41M -$440K -8,902 -15%
ACA
19
Aptus Capital Advisors
Alabama
$1.89M -$469K -9,484 -20%
FGG
20
Financial Guidance Group
Florida
$1.89M -$469K -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 +$1.42M +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 +$408K +8,254 +49%
1
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XONE Hedge Fund Activity: Q2 2024 in Review

59 of the 6,924 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.