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BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
XTRE

41 hedge funds and large institutions have $180M invested in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

150% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 8

14% more funds holding

Funds holding: 36 → 41 (+5)

8% more capital invested

Capital invested by funds: $167M → $180M (+$12.6M)

1.67% more ownership

Funds ownership: 97.02% → 98.68% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
41
Holders Change
+5
Holders Change %
+13.89%
% of All Funds
0.54%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
20
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$3.34M
2
NRG
Nemes Rush Group
Michigan
+$2.41M
3
GI
Gradient Investments
Minnesota
+$2.24M
4
AFP
Ausdal Financial Partners
Iowa
+$2.23M
5
SG
Straightline Group
Michigan
+$2.12M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.58M
2
AIM
Advyzon Investment Management
Illinois
-$1.11M
3
MWM
Maridea Wealth Management
New York
-$757K
4
FW
FullCircle Wealth
Texas
-$490K
5
SS
Sunbelt Securities
Texas
-$330K
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
26
Belpointe Asset Management
Nevada
$420K +$11.6K +233 +3%
IWM
27
IHT Wealth Management
Illinois
$341K +$4.97K +100 +1%
TIP
28
Tandem Investment Partners
New Jersey
$330K +$73.3K +1,476 +29%
OC
29
Optima Capital
Oregon
$280K +$280K +5,627 New
GS
30
GTS Securities
New York
$254K +$253K +5,098 New
TRCT
31
Tower Research Capital (TRC)
New York
$248K +$247K +4,976 New
JHC
32
J. Hagan Capital
Kentucky
$225K -$90.6K -1,824 -29%
SPC
33
Sigma Planning Corp
Michigan
$217K +$217K +4,362 New
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$204K +$203K +4,094 New
GWM
35
Geneos Wealth Management
Colorado
$41.6K +$41.4K +834 New
RFA
36
Reyes Financial Architecture
California
$40.6K -$54.5K -1,097 -57%
PA
37
Pineridge Advisors
Missouri
$32.2K +$298 +6 +0.9%
GRP
38
Global Retirement Partners
California
$18K -$2.58K -52 -13%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$8K – – –
CIAS
40
Capital Investment Advisory Services
North Carolina
$5.13K +$5.12K +103 New
Morgan Stanley
41
Morgan Stanley
New York
$1.99K – – –
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
– -$1.58M -31,704 Closed
SS
43
Sunbelt Securities
Texas
– -$330K -6,776 Closed
CAG
44
Csenge Advisory Group
Florida
– -$213K -4,300 Closed
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XTRE Hedge Fund Activity: Q3 2025 in Review

41 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) for Q3 2025, worth a combined $180M — up 7.5% from $167M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new XTRE positions and 3 closed out — a net gain of 6 holders — while 20 added to existing stakes and 8 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $3.34M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.58M sold.

  • 41 institutional investors held BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) as of Q3 2025, up from 36 in Q2 2025.
  • Funds reported $180M of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF stock for Q3 2025, up 7.5% quarter-over-quarter.
  • 9 funds opened new BondBloxx Bloomberg Three Year Target Duration US Treasury ETF positions in Q3 2025 and 3 closed out, a net change of +6 holders.
  • The largest BondBloxx Bloomberg Three Year Target Duration US Treasury ETF buyer in Q3 2025 was AE Wealth Management, an estimated $3.34M added.
  • The largest BondBloxx Bloomberg Three Year Target Duration US Treasury ETF seller in Q3 2025 was Susquehanna International Group, an estimated $1.58M sold.

Based on aggregated 13F filings for Q3 2025.