BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
XTRE
33 hedge funds and large institutions have $149M invested in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 5 closing their positions.
220% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 5
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
64% more capital invested
Capital invested by funds: $90.6M → $149M (+$57.9M)
10% more funds holding
Funds holding: 30 → 33 (+3)
0.92% less ownership
Funds ownership: 100.87% → 99.95% (-0.92%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG
Straightline Group
Troy,
Michigan
|
+$44.9M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$6.19M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.57M |
| 4 |
NRG
Nemes Rush Group
Novi,
Michigan
|
+$1.5M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LC
Legacy CG
Plano,
Texas
|
-$2.78M |
| 2 |
MFS
Mattson Financial Services
Kentwood,
Michigan
|
-$885K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$781K |
| 4 |
SPL
Smart Portfolios LLC
Seattle,
Washington
|
-$99.1K |
| 5 |
SMAM
Sugar Maple Asset Management
Sister Bay,
Wisconsin
|
-$97.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWM
26
Meridian Wealth Management
Lexington,
Kentucky
| $337K | +$334K | +6,807 | New |
|
|
SS
27
Sunbelt Securities
Houston,
Texas
| $336K | – | – | – |
|
|
TIP
28
Tandem Investment Partners
Bordentown,
New Jersey
| $258K | +$35.1K | +715 | +16% |
|
|
CAG
29
Csenge Advisory Group
Clearwater,
Florida
| $213K | +$211K | +4,300 | New |
|
|
PA
30
Pineridge Advisors
St. Charles,
Missouri
| $31.3K | +$294 | +6 | +1% |
|
31
UBS Group
Zurich,
Switzerland
| $16K | -$6.52K | -133 | -29% |
|
|
TCPG
32
Trivant Custom Portfolio Group
San Diego,
California
| $10.9K | +$10.8K | +221 | New |
|
33
Royal Bank of Canada
Toronto,
Ontario, Canada
| $8K | +$7.6K | +155 | New |
|
|
LC
34
Legacy CG
Plano,
Texas
| – | -$2.78M | -57,009 | Closed |
|
|
35
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$781K | -16,011 | Closed |
|
|
SMAM
36
Sugar Maple Asset Management
Sister Bay,
Wisconsin
| – | -$97.5K | -2,000 | Closed |
|
|
EPW
37
Endeavor Private Wealth
Topeka,
Kansas
| – | -$48.3K | -991 | Closed |
|
38
Morgan Stanley
New York
| – | -$63 | -1 | Closed |
|
XTRE Hedge Fund Activity: Q1 2025 in Review
33 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) for Q1 2025, worth a combined $149M — up 64% from $90.6M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new XTRE positions and 5 closed out — a net gain of 4 holders — while 16 added to existing stakes and 5 trimmed.
The largest buyer was Straightline Group, opening a new position worth an estimated $44.9M. The largest seller was Legacy CG, exiting entirely with an estimated $2.78M sold.
- 33 institutional investors held BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) as of Q1 2025, up from 30 in Q4 2024.
- Funds reported $149M of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF stock for Q1 2025, up 64% quarter-over-quarter.
- 9 funds opened new BondBloxx Bloomberg Three Year Target Duration US Treasury ETF positions in Q1 2025 and 5 closed out, a net change of +4 holders.
- The largest BondBloxx Bloomberg Three Year Target Duration US Treasury ETF buyer in Q1 2025 was Straightline Group, an estimated $44.9M added.
- The largest BondBloxx Bloomberg Three Year Target Duration US Treasury ETF seller in Q1 2025 was Legacy CG, an estimated $2.78M sold.
Based on aggregated 13F filings for Q1 2025.