BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
32 hedge funds and large institutions have $242M invested in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 1 closing their positions.
1,800% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 1
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
129% more funds holding
Funds holding: 14 → 32 (+18)
10.72% more ownership
Funds ownership: 91.54% → 102.26% (+11%)
8% more capital invested
Capital invested by funds: $224M → $242M (+$17.8M)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
26
Geneos Wealth Management
Englewood,
Colorado
| $134K | +$138K | +2,979 | New |
|
|
FFA
27
Farther Finance Advisors
San Francisco,
California
| $74.2K | +$76.6K | +1,655 | New |
|
|
NRG
28
Nemes Rush Group
Novi,
Michigan
| $60.5K | +$62.4K | +1,349 | New |
|
29
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $18K | +$185 | +4 | +1% |
|
|
FHA
30
First Horizon Advisors
Memphis,
Tennessee
| $16.9K | +$17.4K | +377 | New |
|
|
AIM
31
Astor Investment Management
Chicago,
Illinois
| $2.82K | +$2.92K | +63 | New |
|
32
Morgan Stanley
New York
| $94 | – | – | – |
|
|
RPSA
33
Richard P. Slaughter Associates
Austin,
Texas
| – | -$11.5M | -237,798 | Closed |
|
XTEN Hedge Fund Activity: Q4 2024 in Review
32 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) for Q4 2024, worth a combined $242M — up 8% from $224M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new XTEN positions and 1 closed out — a net gain of 18 holders — while 8 added to existing stakes and 3 trimmed.
The largest buyer was Morningstar Investment Management, opening a new position worth an estimated $26.5M. The largest seller was Tanager Wealth Management, cutting an estimated $64.8M.
- 32 institutional investors held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) as of Q4 2024, up from 14 in Q3 2024.
- Funds reported $242M of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF stock for Q4 2024, up 8% quarter-over-quarter.
- 19 funds opened new BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF positions in Q4 2024 and 1 closed out, a net change of +18 holders.
- The largest BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF buyer in Q4 2024 was Morningstar Investment Management, an estimated $26.5M added.
- The largest BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF seller in Q4 2024 was Tanager Wealth Management, an estimated $64.8M sold.
Based on aggregated 13F filings for Q4 2024.