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BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
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14 hedge funds and large institutions have $224M invested in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

27% more funds holding

Funds holding: 11 → 14 (+3)

19% more capital invested

Capital invested by funds: $188M → $224M (+$36.2M)

0.99% more ownership

Funds ownership: 90.55% → 91.54% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
14
Holders Change
+3
Holders Change %
+27.27%
% of All Funds
0.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
6
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCIA
Prime Capital Investment Advisors
Kansas
+$14M
2
Comerica Bank
Comerica Bank
Texas
+$13.9M
3
TWM
Tanager Wealth Management
United Kingdom
+$5.13M
4
Bank of America
Bank of America
North Carolina
+$1.6M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$920K

Top Sellers

1
RPSA
Richard P. Slaughter Associates
Texas
-$11.3M
2
UBS Group
UBS Group
Switzerland
-$46K
3
GI
Gradient Investments
Minnesota
-$32.1K
4
ACA
Aptus Capital Advisors
Alabama
-$4.96K
Name Holding Trade Value Shares
Change 		Change in
Stake
PCIA
1
Prime Capital Investment Advisors
Kansas
$92.7M +$14M +294,448 +18%
TWM
2
Tanager Wealth Management
United Kingdom
$73.4M +$5.13M +107,715 +8%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$19.5M – – –
Comerica Bank
4
Comerica Bank
Texas
$14.1M +$13.9M +291,828 New
RPSA
5
Richard P. Slaughter Associates
Texas
$11.5M -$11.3M -237,960 -50%
HCA
6
Heck Capital Advisors
Wisconsin
$7.37M +$170K +3,571 +2%
Bank of America
7
Bank of America
North Carolina
$2.85M +$1.6M +33,498 +132%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$935K +$920K +19,314 New
Jane Street
9
Jane Street
New York
$651K +$640K +13,441 New
Citadel Advisors
10
Citadel Advisors
Florida
$260K +$255K +5,362 New
FIM
11
Freedom Investment Management
Connecticut
$232K +$228K +4,798 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$219K +$216K +4,533 New
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$19K +$48 +1 +0.2%
Morgan Stanley
14
Morgan Stanley
New York
$127 +$48 +1 +100%
UBS Group
15
UBS Group
Switzerland
– -$46K -1,001 Closed
GI
16
Gradient Investments
Minnesota
– -$32.1K -698 Closed
ACA
17
Aptus Capital Advisors
Alabama
– -$4.96K -108 Closed

XTEN Hedge Fund Activity: Q3 2024 in Review

14 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) for Q3 2024, worth a combined $224M — up 19% from $188M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new XTEN positions and 3 closed out — a net gain of 3 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was Prime Capital Investment Advisors, adding an estimated $14M. The largest seller was Richard P. Slaughter Associates, cutting an estimated $11.3M.

  • 14 institutional investors held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) as of Q3 2024, up from 11 in Q2 2024.
  • Funds reported $224M of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF stock for Q3 2024, up 19% quarter-over-quarter.
  • 6 funds opened new BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF positions in Q3 2024 and 3 closed out, a net change of +3 holders.
  • The largest BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF buyer in Q3 2024 was Prime Capital Investment Advisors, an estimated $14M added.
  • The largest BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF seller in Q3 2024 was Richard P. Slaughter Associates, an estimated $11.3M sold.

Based on aggregated 13F filings for Q3 2024.