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

26 hedge funds and large institutions have $114M invested in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
-18
Holders Change %
-40.91%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
5
Increased
11
Reduced
9
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
Gradient Investments
Minnesota
+$9.94M
2
AWM
AE Wealth Management
Kansas
+$3.68M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$871K
4
BFA
Brown Financial Advisors
Ohio
+$783K
5
Bank of America
Bank of America
North Carolina
+$621K

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$13.8M
2
Wells Fargo
Wells Fargo
California
-$13.8M
3
AIM
Astor Investment Management
Illinois
-$6.87M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$3.47M
5
3AM
3EDGE Asset Management
Florida
-$2.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$6.2K -$13.8M -297,462 -100%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
– -$13.8M -281,269 Closed
AIM
28
Astor Investment Management
Illinois
– -$6.87M -140,114 Closed
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
– -$3.47M -70,748 Closed
LCGC
30
Legacy Capital Group California
California
– -$2.26M -46,000 Closed
HighTower Advisors
31
HighTower Advisors
Illinois
– -$2.22M -45,346 Closed
AI
32
Atria Investments
North Carolina
– -$2.19M -44,729 Closed
NCFG
33
New Century Financial Group
New Jersey
– -$928K -18,922 Closed
OMC
34
Old Mission Capital
Illinois
– -$591K -12,049 Closed
GM
35
GeoWealth Management
Illinois
– -$569K -11,604 Closed
LCWP
36
Legacy Capital Wealth Partners
Arkansas
– -$394K -8,040 Closed
CW
37
CreativeOne Wealth
Kansas
– -$352K -7,179 Closed
ASN
38
Advisory Services Network
Georgia
– -$239K -5,090 Closed
DC
39
Davenport & Co
Virginia
– -$229K -4,667 Closed
Bank of New York Mellon
40
Bank of New York Mellon
New York
– -$218K -4,446 Closed
AWM
41
Axxcess Wealth Management
California
– -$214K -4,367 Closed
KAS
42
Kestra Advisory Services
Texas
– -$206K -4,198 Closed
FCM
43
Fourpath Capital Management
Oklahoma
– -$192K -3,923 Closed
RCM
44
Raleigh Capital Management
North Carolina
– -$139K -2,823 Closed
FHA
45
First Horizon Advisors
Tennessee
– -$31.8K -648 Closed
HI
46
Harbour Investments
Wisconsin
– -$23K -469 Closed
APC
47
Aspire Private Capital
North Carolina
– -$3.29K -67 Closed
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