BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
11 hedge funds and large institutions have $123M invested in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
95% more capital invested
Capital invested by funds: $63.3M → $123M (+$59.9M)
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
22% more funds holding
Funds holding: 9 → 11 (+2)
1.96% less ownership
Funds ownership: 98.19% → 96.23% (-2%)
Top Buyers
Top Sellers
| 1 |
RPSA
Richard P. Slaughter Associates
Austin,
Texas
|
-$11.8M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$586K |
| 3 |
Jane Street
New York
|
-$455K |
| 4 |
Morgan Stanley
New York
|
-$60.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TWM
1
Tanager Wealth Management
Goring On Thames,
United Kingdom
| $59M | +$58.9M | +1,263,579 | New |
|
|
RPSA
2
Richard P. Slaughter Associates
Austin,
Texas
| $19.8M | -$11.8M | -253,073 | -37% |
|
|
MERSOM
3
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
| $18.8M | – | – | – |
|
|
GI
4
Gradient Investments
Arden Hills,
Minnesota
| $15.3M | +$12.9M | +276,805 | +539% |
|
|
HCA
5
Heck Capital Advisors
Rhinelander,
Wisconsin
| $6.9M | +$186K | +3,993 | +3% |
|
|
SPC
6
Sigma Planning Corp
Ann Arbor,
Michigan
| $1.66M | +$1.66M | +35,571 | New |
|
7
Citadel Advisors
Miami,
Florida
| $797K | +$312K | +6,696 | +65% |
|
|
8
Jane Street
New York
| $611K | -$455K | -9,761 | -43% |
|
9
Bank of America
Charlotte,
North Carolina
| $186K | +$15.6K | +334 | +9% |
|
|
HI
10
Harbour Investments
Madison,
Wisconsin
| $18K | +$18K | +385 | New |
|
|
11
Morgan Stanley
New York
| $70 | -$60.5K | -1,297 | -100% |
|
|
12
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$586K | -12,141 | Closed |
|
XTEN Hedge Fund Activity: Q1 2024 in Review
11 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) for Q1 2024, worth a combined $123M — up 95% from $63.3M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new XTEN positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 3 trimmed.
The largest buyer was Tanager Wealth Management, opening a new position worth an estimated $58.9M. The largest seller was Richard P. Slaughter Associates, cutting an estimated $11.8M.
- 11 institutional investors held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) as of Q1 2024, up from 9 in Q4 2023.
- Funds reported $123M of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF stock for Q1 2024, up 95% quarter-over-quarter.
- 3 funds opened new BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF positions in Q1 2024 and 1 closed out, a net change of +2 holders.
- The largest BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF buyer in Q1 2024 was Tanager Wealth Management, an estimated $58.9M added.
- The largest BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF seller in Q1 2024 was Richard P. Slaughter Associates, an estimated $11.8M sold.
Based on aggregated 13F filings for Q1 2024.