BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
34 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 21 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 1 closing their positions.
2,000% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 1
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
143% more funds holding
Funds holding: 14 → 34 (+20)
46% more capital inflows, than outflows
Capital inflows: $111M | Capital outflows: $76.4M
10.72% more ownership
Funds ownership: 91.54% → 102.26% (+11%)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morningstar Investment Management
Chicago,
Illinois
|
+$26.5M |
| 2 |
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$24.7M |
| 3 |
Comerica Bank
Dallas,
Texas
|
+$23.3M |
| 4 |
Gradient Investments
Arden Hills,
Minnesota
|
+$16.3M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
-$64.8M |
| 2 |
Richard P. Slaughter Associates
Austin,
Texas
|
-$11.5M |
| 3 |
Heck Capital Advisors
Rhinelander,
Wisconsin
|
-$124K |
| 4 |
Freedom Investment Management
Hartford,
Connecticut
|
-$7.68K |
XTEN Hedge Fund Activity: Q4 2024 in Review
34 of the 7,621 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: 21 funds opened new XTEN positions and 1 closed out — a net gain of 20 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.
- 34 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.
- 21 funds opened new BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF positions in Q4 2024 and 1 closed out, a net change of +20 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.