We are live on ! Find out more
XTEN icon

BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN

11 hedge funds and large institutions have $188M invested in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

52% more capital invested

Capital invested by funds: $123M → $188M (+$64.4M)

0% more funds holding

Funds holding: 11 → 11 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

5.67% less ownership

Funds ownership: 96.23% → 90.55% (-5.7%)

Holders
11
Holders Change
–
Holders Change %
0%
% of All Funds
0.16%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
4
Reduced
1
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCIA
Prime Capital Investment Advisors
Kansas
+$73.8M
2
TWM
Tanager Wealth Management
United Kingdom
+$6.58M
3
RPSA
Richard P. Slaughter Associates
Texas
+$2.36M
4
Bank of America
Bank of America
North Carolina
+$970K
5
HCA
Heck Capital Advisors
Wisconsin
+$49.8K

Top Sellers

1
GI
Gradient Investments
Minnesota
-$14.9M
2
SPC
Sigma Planning Corp
Michigan
-$1.66M
3
Citadel Advisors
Citadel Advisors
Florida
-$797K
4
Jane Street
Jane Street
New York
-$611K
5
HI
Harbour Investments
Wisconsin
-$18K
Name Holding Trade Value Shares
Change 		Change in
Stake
PCIA
1
Prime Capital Investment Advisors
Kansas
$74.4M +$73.8M +1,620,422 New
TWM
2
Tanager Wealth Management
United Kingdom
$64.7M +$6.58M +144,624 +11%
RPSA
3
Richard P. Slaughter Associates
Texas
$21.9M +$2.36M +51,936 +12%
MERSOM
4
Municipal Employees' Retirement System of Michigan
Michigan
$18.5M – – –
HCA
5
Heck Capital Advisors
Wisconsin
$6.83M +$49.8K +1,095 +0.7%
Bank of America
6
Bank of America
North Carolina
$1.16M +$970K +21,309 +534%
UBS Group
7
UBS Group
Switzerland
$46K +$45.6K +1,001 New
GI
8
Gradient Investments
Minnesota
$32.1K -$14.9M -327,443 -100%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$18K +$18.3K +401 New
ACA
10
Aptus Capital Advisors
Alabama
$4.96K +$4.92K +108 New
Morgan Stanley
11
Morgan Stanley
New York
$90 – – –
SPC
12
Sigma Planning Corp
Michigan
– -$1.66M -35,571 Closed
Citadel Advisors
13
Citadel Advisors
Florida
– -$797K -17,052 Closed
Jane Street
14
Jane Street
New York
– -$611K -13,081 Closed
HI
15
Harbour Investments
Wisconsin
– -$18K -385 Closed

XTEN Hedge Fund Activity: Q2 2024 in Review

11 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) for Q2 2024, worth a combined $188M — up 52% from $123M a quarter earlier.

Fund positioning in XTEN was balanced in Q2 2024: 4 funds opened new positions, 4 closed out, 4 added to existing stakes and 1 trimmed.

The largest buyer was Prime Capital Investment Advisors, opening a new position worth an estimated $73.8M. The largest seller was Gradient Investments, cutting an estimated $14.9M.

  • 11 institutional investors held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $188M of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF stock for Q2 2024, up 52% quarter-over-quarter.
  • 4 funds opened new BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF positions in Q2 2024 and 4 closed out, a net change of 0 holders.
  • The largest BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF buyer in Q2 2024 was Prime Capital Investment Advisors, an estimated $73.8M added.
  • The largest BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF seller in Q2 2024 was Gradient Investments, an estimated $14.9M sold.

Based on aggregated 13F filings for Q2 2024.