BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
XTWO
26 hedge funds and large institutions have $106M invested in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 3 closing their positions.
233% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 3
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
35% more capital invested
Capital invested by funds: $78.4M → $106M (+$27.5M)
24% more funds holding
Funds holding: 21 → 26 (+5)
7.06% more ownership
Funds ownership: 79.14% → 86.19% (+7.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$18.8M |
| 2 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
+$16.3M |
| 3 |
LC
Legacy CG
Plano,
Texas
|
+$6.61M |
| 4 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$1.23M |
| 5 |
FGG
Financial Guidance Group
Palm Harbor,
Florida
|
+$1.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$3.3M |
| 2 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$377K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$28.2K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$26.7K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$8.98K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VWWMG
26
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
| $784 | – | – | – |
|
|
WP
27
WealthPLAN Partners
Omaha,
Nebraska
| – | -$377K | -7,672 | Closed |
|
|
28
UBS Group
Zurich,
Switzerland
| – | -$26.7K | -544 | Closed |
|
29
Morgan Stanley
New York
| – | -$55 | -1 | Closed |
|
XTWO Hedge Fund Activity: Q2 2024 in Review
26 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) for Q2 2024, worth a combined $106M — up 35% from $78.4M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new XTWO positions and 3 closed out — a net gain of 6 holders — while 10 added to existing stakes and 3 trimmed.
The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $18.8M. The largest seller was Sigma Planning Corp, cutting an estimated $3.3M.
- 26 institutional investors held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) as of Q2 2024, up from 21 in Q1 2024.
- Funds reported $106M of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF stock for Q2 2024, up 35% quarter-over-quarter.
- 9 funds opened new BondBloxx Bloomberg Two Year Target Duration US Treasury ETF positions in Q2 2024 and 3 closed out, a net change of +6 holders.
- The largest BondBloxx Bloomberg Two Year Target Duration US Treasury ETF buyer in Q2 2024 was Focus Partners Wealth, an estimated $18.8M added.
- The largest BondBloxx Bloomberg Two Year Target Duration US Treasury ETF seller in Q2 2024 was Sigma Planning Corp, an estimated $3.3M sold.
Based on aggregated 13F filings for Q2 2024.