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

32 hedge funds and large institutions have $141M invested in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
+20
Holders Change %
+166.67%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
5
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
Gradient Investments
Minnesota
+$20.5M
2
Wells Fargo
Wells Fargo
California
+$15.6M
3
AIM
Astor Investment Management
Illinois
+$8.27M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.29M
5
3AM
3EDGE Asset Management
Florida
+$5.2M

Top Sellers

1
Jane Street
Jane Street
New York
-$922K
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$475K
3
FTUS
Flow Traders U.S.
New York
-$243K
4
Lido Advisors
Lido Advisors
California
-$8.92K
Name Holding Trade Value Shares
Change 		Shares
Change %
D
1
Diversified
Delaware
$32.4M +$2.34M +49,331 +8%
GI
2
Gradient Investments
Minnesota
$24.2M +$20.5M +431,047 +545%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$19.2M – – –
Wells Fargo
4
Wells Fargo
California
$15.6M +$15.6M +328,374 New
AIM
5
Astor Investment Management
Illinois
$8.27M +$8.27M +174,128 New
WIM
6
WealthPlan Investment Management
Nebraska
$6.45M +$2.21M +46,528 +52%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$6.29M +$6.29M +132,419 New
AAG
8
Armstrong Advisory Group
Massachusetts
$5.82M – – –
3AM
9
3EDGE Asset Management
Florida
$5.2M +$5.2M +109,629 New
WP
10
WealthPLAN Partners
Nebraska
$4.17M +$509K +10,713 +14%
Lido Advisors
11
Lido Advisors
California
$2.57M -$8.92K -188 -0.3%
AI
12
Atria Investments
North Carolina
$2.14M +$2.14M +44,999 New
Citadel Advisors
13
Citadel Advisors
Florida
$1.86M +$1.05M +22,066 +128%
LCGC
14
Legacy Capital Group California
California
$1.54M +$1.54M +32,343 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.06M +$1.06M +22,282 New
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$979K +$979K +20,619 New
AWM
17
AE Wealth Management
Kansas
$668K +$668K +14,062 New
GM
18
GeoWealth Management
Illinois
$520K +$520K +10,964 New
ECA
19
Elevated Capital Advisors
Utah
$449K +$449K +9,464 New
CW
20
CreativeOne Wealth
Kansas
$352K +$352K +7,404 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$247K +$247K +5,195 New
ASN
22
Advisory Services Network
Georgia
$243K +$243K +5,118 New
AWM
23
Axxcess Wealth Management
California
$220K +$220K +4,643 New
DC
24
Davenport & Co
Virginia
$220K +$220K +4,642 New
KAS
25
Kestra Advisory Services
Texas
$215K +$215K +4,530 New
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