BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
XTRE
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.
New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+12
Holders Change %
+66.67%
% of All Funds
0.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
6
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$17.6M |
| 2 |
NRG
Nemes Rush Group
Novi,
Michigan
|
+$3.29M |
| 3 |
MFS
Mattson Financial Services
Kentwood,
Michigan
|
+$2.91M |
| 4 |
LC
Legacy CG
Plano,
Texas
|
+$2.78M |
| 5 |
ECM
Exchange Capital Management
Ann Arbor,
Michigan
|
+$793K |
Top Sellers
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$18.1M |
| 2 |
BFA
Brown Financial Advisors
Milford,
Ohio
|
-$1.28M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$729K |
| 4 |
FW
FullCircle Wealth
Dallas,
Texas
|
-$697K |
| 5 |
PW
Paladin Wealth
Arden Hills,
Minnesota
|
-$211K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
EPW
26
Endeavor Private Wealth
Topeka,
Kansas
| $48.3K | +$48.3K | +991 | New |
|
|
PA
27
Pineridge Advisors
St. Charles,
Missouri
| $30.6K | +$341 | +7 | +1% |
|
28
UBS Group
Zurich,
Switzerland
| $22.2K | +$22.2K | +456 | New |
|
|
GRP
29
Global Retirement Partners
San Rafael,
California
| $19.1K | +$146 | +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 |
|