BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
XTRE
36 hedge funds and large institutions have $167M invested in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 7 closing their positions.
220% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 5
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
12% more capital invested
Capital invested by funds: $149M → $167M (+$18.6M)
9% more funds holding
Funds holding: 33 → 36 (+3)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.94% less ownership
Funds ownership: 99.95% → 97.02% (-2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
Advyzon Investment Management
Lisle,
Illinois
|
+$4.08M |
| 2 |
MWM
Maridea Wealth Management
Brooklyn,
New York
|
+$2.43M |
| 3 |
NRG
Nemes Rush Group
Novi,
Michigan
|
+$1.95M |
| 4 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
+$1.87M |
| 5 |
FW
FullCircle Wealth
Dallas,
Texas
|
+$1.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M1FG
Mach-1 Financial Group
Rogers,
Arkansas
|
-$1.08M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$643K |
| 3 |
CCM
Crew Capital Management
Cincinnati,
Ohio
|
-$540K |
| 4 |
Goldman Sachs
New York
|
-$424K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$411K |
XTRE Hedge Fund Activity: Q2 2025 in Review
36 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) for Q2 2025, worth a combined $167M — up 12% from $149M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new XTRE positions and 7 closed out — a net gain of 3 holders — while 16 added to existing stakes and 5 trimmed.
The largest buyer was Advyzon Investment Management, opening a new position worth an estimated $4.08M. The largest seller was Mach-1 Financial Group, exiting entirely with an estimated $1.08M sold.
- 36 institutional investors held BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) as of Q2 2025, up from 33 in Q1 2025.
- Funds reported $167M of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF stock for Q2 2025, up 12% quarter-over-quarter.
- 10 funds opened new BondBloxx Bloomberg Three Year Target Duration US Treasury ETF positions in Q2 2025 and 7 closed out, a net change of +3 holders.
- The largest BondBloxx Bloomberg Three Year Target Duration US Treasury ETF buyer in Q2 2025 was Advyzon Investment Management, an estimated $4.08M added.
- The largest BondBloxx Bloomberg Three Year Target Duration US Treasury ETF seller in Q2 2025 was Mach-1 Financial Group, an estimated $1.08M sold.
Based on aggregated 13F filings for Q2 2025.