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BondBloxx Bloomberg Two Year Target Duration US Treasury ETF

40 hedge funds and large institutions have $90.7M invested in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 8

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

0% more funds holding

Funds holding: 4040 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9.52% less ownership

Funds ownership: 82.3%72.79% (-9.5%)

26% less capital invested

Capital invested by funds: $122M → $90.7M (-$31.3M)

Holders
40
Holders Change
Holders Change %
0%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
18
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
26
Sunbelt Securities
Texas
$501K
Truist Financial
27
Truist Financial
North Carolina
$414K
HF
28
Holcombe Financial
Georgia
$376K +$374K +7,599 New
Kovitz Investment Group Partners
29
Kovitz Investment Group Partners
Illinois
$322K
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$279K +$590 +12 +0.2%
SPC
31
Sigma Planning Corp
Michigan
$274K -$39.8K -810 -13%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$263K +$9.3K +189 +4%
PCA
33
Prosperity Capital Advisors
Ohio
$257K -$8.56K -174 -3%
LPL Financial
34
LPL Financial
California
$247K +$245K +4,985 New
MWM
35
Meridian Wealth Management
Kentucky
$201K +$199K +4,055 New
SPIA
36
Steward Partners Investment Advisory
New York
$51.3K
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$35K -$738 -15 -2%
PA
38
Pineridge Advisors
Missouri
$31.2K +$394 +8 +1%
MCM
39
MAI Capital Management
Ohio
$11.8K
Osaic Holdings
40
Osaic Holdings
Arizona
$5.1K -$179K -3,641 -97%
BWM
41
BlackDiamond Wealth Management
New York
-$1.92M -39,056 Closed
Financial Engines Advisors
42
Financial Engines Advisors
California
-$422K -8,597 Closed
OPWM
43
Oregon Pacific Wealth Management
Oregon
-$216K -4,409 Closed
SMAM
44
Sugar Maple Asset Management
Wisconsin
-$98.2K -2,000 Closed
EPW
45
Endeavor Private Wealth
Kansas
-$63.6K -1,293 Closed

XTWO Hedge Fund Activity: Q1 2025 in Review

40 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) for Q1 2025, worth a combined $90.7M — down 26% from $122M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new XTWO positions and 5 closed out — a net gain of 2 holders — while 18 added to existing stakes and 8 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $5.02M. The largest seller was Amplius Wealth Advisors, cutting an estimated $46.9M.

  • 40 institutional investors held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $90.7M of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF stock for Q1 2025, down 26% quarter-over-quarter.
  • 7 funds opened new BondBloxx Bloomberg Two Year Target Duration US Treasury ETF positions in Q1 2025 and 5 closed out, a net change of +2 holders.
  • The largest BondBloxx Bloomberg Two Year Target Duration US Treasury ETF buyer in Q1 2025 was Cetera Investment Advisers, an estimated $5.02M added.
  • The largest BondBloxx Bloomberg Two Year Target Duration US Treasury ETF seller in Q1 2025 was Amplius Wealth Advisors, an estimated $46.9M sold.

Based on aggregated 13F filings for Q1 2025.