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

44 hedge funds and large institutions have $190M invested in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
0.64%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
13
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$5.38M
2
AIC
Archer Investment Corporation
Indiana
$3.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$13.8M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$3.47M
5
3AM
3EDGE Asset Management
Florida
$5.75M

Top Sellers

1
GI
Gradient Investments
Minnesota
$14.4M
2
WIM
WealthPlan Investment Management
Nebraska
$656K
3
WP
WealthPLAN Partners
Nebraska
$0
4
AAG
Armstrong Advisory Group
Massachusetts
$635K
5
Jane Street
Jane Street
New York
$456K
Name Holding Trade Value Shares
Change 		Shares
Change %
OMC
26
Old Mission Capital
Illinois
$591K +$591K +12,049 New
GM
27
GeoWealth Management
Illinois
$569K -$168K -3,423 -23%
Jane Street
28
Jane Street
New York
$456K -$1.16M -23,684 -72%
LCWP
29
Legacy Capital Wealth Partners
Arkansas
$394K -$16K -327 -4%
CW
30
CreativeOne Wealth
Kansas
$352K +$73.9K +1,507 +27%
PW
31
Paladin Wealth
Minnesota
$307K +$307K +6,267 New
ASN
32
Advisory Services Network
Georgia
$239K – – –
DC
33
Davenport & Co
Virginia
$229K +$1.23K +25 +0.5%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$218K -$20.6K -420 -9%
AWM
35
Axxcess Wealth Management
California
$214K -$11.4K -233 -5%
KAS
36
Kestra Advisory Services
Texas
$206K -$9.08K -185 -4%
FCM
37
Fourpath Capital Management
Oklahoma
$192K +$192K +3,923 New
RCM
38
Raleigh Capital Management
North Carolina
$139K -$9.27K -189 -6%
Osaic Holdings
39
Osaic Holdings
Arizona
$71.2K +$3.14K +64 +5%
FHA
40
First Horizon Advisors
Tennessee
$31.8K – – –
MG
41
Mather Group
Illinois
$26.6K -$2.65K -54 -9%
PFG
42
Peterson Financial Group
Iowa
$23.2K +$23.2K +472 New
HI
43
Harbour Investments
Wisconsin
$23K +$8.39K +171 +57%
APC
44
Aspire Private Capital
North Carolina
$3.29K -$49 -1 -1%
WP
45
WealthPLAN Partners
Nebraska
– -$3.95M -83,978 Closed
SPC
46
Sigma Planning Corp
Michigan
– -$208K -4,417 Closed
FFO
47
Fortitude Family Office
Arizona
– -$82.4K -1,754 Closed
Morgan Stanley
48
Morgan Stanley
New York
– -$4.37K -93 Closed
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
– -$611 -13 Closed
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