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BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
32
Holders Change
+18
Holders Change %
+128.57%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
8
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIM
Morningstar Investment Management
Illinois
+$26.5M
2
PCIA
Prime Capital Investment Advisors
Kansas
+$24.7M
3
Comerica Bank
Comerica Bank
Texas
+$23.3M
4
GI
Gradient Investments
Minnesota
+$16.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.82M

Top Sellers

1
TWM
Tanager Wealth Management
United Kingdom
-$64.8M
2
RPSA
Richard P. Slaughter Associates
Texas
-$11.5M
3
HCA
Heck Capital Advisors
Wisconsin
-$124K
4
FIM
Freedom Investment Management
Connecticut
-$7.68K
Name Holding Trade Value Shares
Change 		Change in
Stake
PCIA
1
Prime Capital Investment Advisors
Kansas
$110M +$24.7M +533,429 +28%
Comerica Bank
2
Comerica Bank
Texas
$35.6M +$23.3M +503,239 +172%
MIM
3
Morningstar Investment Management
Illinois
$25.7M +$26.5M +572,996 New
MERSOM
4
Municipal Employees' Retirement System of Michigan
Michigan
$18.1M – – –
GI
5
Gradient Investments
Minnesota
$15.8M +$16.3M +351,654 New
HCA
6
Heck Capital Advisors
Wisconsin
$6.71M -$124K -2,676 -2%
TWM
7
Tanager Wealth Management
United Kingdom
$5.2M -$64.8M -1,399,851 -92%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$4.87M +$4.82M +104,168 +2,298%
Citadel Advisors
9
Citadel Advisors
Florida
$3.48M +$3.35M +72,362 +1,350%
Bank of America
10
Bank of America
North Carolina
$2.67M +$39.2K +848 +1%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.42M +$2.49M +53,905 New
Jane Street
12
Jane Street
New York
$2.26M +$1.71M +36,936 +275%
FTUS
13
Flow Traders U.S.
New York
$1.81M +$1.87M +40,409 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.34M +$493K +10,647 +55%
BFA
15
Brown Financial Advisors
Ohio
$1.19M +$1.23M +26,584 New
HighTower Advisors
16
HighTower Advisors
Illinois
$1.13M +$1.16M +25,147 New
UBS Group
17
UBS Group
Switzerland
$746K +$770K +16,635 New
PW
18
Paladin Wealth
Minnesota
$452K +$467K +10,090 New
NCFG
19
New Century Financial Group
New Jersey
$440K +$455K +9,826 New
LCGC
20
Legacy Capital Group California
California
$362K +$373K +8,072 New
BAM
21
Belpointe Asset Management
Nevada
$300K +$290K +6,275 New
SSWM
22
Strait & Sound Wealth Management
California
$265K +$274K +5,921 New
HF
23
HRT Financial
New York
$265K +$274K +5,916 New
TSS
24
Two Sigma Securities
New York
$243K +$250K +5,410 New
FIM
25
Freedom Investment Management
Connecticut
$208K -$7.68K -166 -3%
1
2

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.