BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
XTWO
34 hedge funds and large institutions have $129M invested in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 0 closing their positions.
31% more funds holding
Funds holding: 26 → 34 (+8)
30% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 10
22% more capital invested
Capital invested by funds: $106M → $129M (+$23.2M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
13.7% less ownership
Funds ownership: 86.19% → 72.49% (-14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
+$9.71M |
| 2 |
BWM
BlackDiamond Wealth Management
New York
|
+$1.94M |
| 3 |
SFB
STAR Financial Bank
Fort Wayne,
Indiana
|
+$1.09M |
| 4 |
Morgan Stanley
New York
|
+$860K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$836K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$13.7M |
| 2 |
HGA
Hobbs Group Advisors
Columbia,
South Carolina
|
-$1.79M |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
-$1.29M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$668K |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$616K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APA
26
Astoria Portfolio Advisors
New York
| $268K | -$5.44K | -110 | -2% |
|
|
SPIA
27
Steward Partners Investment Advisory
New York
| $230K | -$1.29M | -26,096 | -85% |
|
28
Osaic Holdings
Scottsdale,
Arizona
| $187K | +$14K | +283 | +8% |
|
|
HGA
29
Hobbs Group Advisors
Columbia,
South Carolina
| $107K | -$1.79M | -36,208 | -94% |
|
|
GRP
30
Global Retirement Partners
San Rafael,
California
| $94.5K | +$792 | +16 | +0.9% |
|
|
PA
31
Pineridge Advisors
St. Charles,
Missouri
| $30.8K | +$30.6K | +618 | New |
|
|
WI
32
Wintrust Investments
Chicago,
Illinois
| $28K | +$27.8K | +562 | New |
|
33
Royal Bank of Canada
Toronto,
Ontario, Canada
| $5K | -$494K | -9,991 | -99% |
|
|
VWWMG
34
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
| $798 | – | – | – |
|
XTWO Hedge Fund Activity: Q3 2024 in Review
34 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) for Q3 2024, worth a combined $129M — up 22% from $106M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new XTWO positions and 0 closed out — a net gain of 8 holders — while 13 added to existing stakes and 10 trimmed.
The largest buyer was Amplius Wealth Advisors, adding an estimated $9.71M. The largest seller was Focus Partners Wealth, cutting an estimated $13.7M.
- 34 institutional investors held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) as of Q3 2024, up from 26 in Q2 2024.
- Funds reported $129M of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF stock for Q3 2024, up 22% quarter-over-quarter.
- 8 funds opened new BondBloxx Bloomberg Two Year Target Duration US Treasury ETF positions in Q3 2024 and 0 closed out, a net change of +8 holders.
- The largest BondBloxx Bloomberg Two Year Target Duration US Treasury ETF buyer in Q3 2024 was Amplius Wealth Advisors, an estimated $9.71M added.
- The largest BondBloxx Bloomberg Two Year Target Duration US Treasury ETF seller in Q3 2024 was Focus Partners Wealth, an estimated $13.7M sold.
Based on aggregated 13F filings for Q3 2024.