BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
XTRE
30 hedge funds and large institutions have $90.6M invested in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 3 closing their positions.
400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 3
67% more funds holding
Funds holding: 18 → 30 (+12)
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
15% more capital invested
Capital invested by funds: $79M → $90.6M (+$11.6M)
1.46% more ownership
Funds ownership: 99.41% → 100.87% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$17.7M |
| 2 |
NRG
Nemes Rush Group
Novi,
Michigan
|
+$3.31M |
| 3 |
MFS
Mattson Financial Services
Kentwood,
Michigan
|
+$2.86M |
| 4 |
LC
Legacy CG
Plano,
Texas
|
+$2.8M |
| 5 |
ECM
Exchange Capital Management
Ann Arbor,
Michigan
|
+$798K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$18.3M |
| 2 |
BFA
Brown Financial Advisors
Milford,
Ohio
|
-$1.29M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$734K |
| 4 |
FW
FullCircle Wealth
Dallas,
Texas
|
-$697K |
| 5 |
PW
Paladin Wealth
Arden Hills,
Minnesota
|
-$213K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EPW
26
Endeavor Private Wealth
Topeka,
Kansas
| $48.3K | +$48.6K | +991 | New |
|
|
PA
27
Pineridge Advisors
St. Charles,
Missouri
| $30.6K | +$344 | +7 | +1% |
|
28
UBS Group
Zurich,
Switzerland
| $22.2K | +$22.4K | +456 | New |
|
|
GRP
29
Global Retirement Partners
San Rafael,
California
| $19.1K | +$147 | +3 | +0.8% |
|
30
Morgan Stanley
New York
| $63 | – | – | – |
|
|
FW
31
FullCircle Wealth
Dallas,
Texas
| – | -$697K | -14,167 | Closed |
|
|
HI
32
Harbour Investments
Madison,
Wisconsin
| – | -$16.9K | -337 | Closed |
|
33
Osaic Holdings
Scottsdale,
Arizona
| – | -$9.44K | -189 | Closed |
|
XTRE Hedge Fund Activity: Q4 2024 in Review
30 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) for Q4 2024, worth a combined $90.6M — up 15% from $79M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new XTRE positions and 3 closed out — a net gain of 12 holders — while 6 added to existing stakes and 5 trimmed.
The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $17.7M. The largest seller was Gradient Investments, cutting an estimated $18.3M.
- 30 institutional investors held BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) as of Q4 2024, up from 18 in Q3 2024.
- Funds reported $90.6M of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF stock for Q4 2024, up 15% quarter-over-quarter.
- 15 funds opened new BondBloxx Bloomberg Three Year Target Duration US Treasury ETF positions in Q4 2024 and 3 closed out, a net change of +12 holders.
- The largest BondBloxx Bloomberg Three Year Target Duration US Treasury ETF buyer in Q4 2024 was Carson Wealth (CWM LLC), an estimated $17.7M added.
- The largest BondBloxx Bloomberg Three Year Target Duration US Treasury ETF seller in Q4 2024 was Gradient Investments, an estimated $18.3M sold.
Based on aggregated 13F filings for Q4 2024.