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BondBloxx Bloomberg Two Year Target Duration US Treasury ETF

17 hedge funds and large institutions have $83.8M invested in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

6% more funds holding

Funds holding: 1617 (+1)

2% more capital invested

Capital invested by funds: $82.3M → $83.8M (+$1.48M)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

1.95% less ownership

Funds ownership: 84.62%82.67% (-2%)

Holders
17
Holders Change
+1
Holders Change %
+6.25%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$56.6M
CW
2
Connectus Wealth
Ohio
$20.1M -$339K -6,905 -2%
HGA
3
Hobbs Group Advisors
South Carolina
$2.39M +$2.37M +48,435 New
Jane Street
4
Jane Street
New York
$1.09M -$706K -14,409 -40%
Citadel Advisors
5
Citadel Advisors
Florida
$769K +$762K +15,554 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$499K -$57.4K -1,170 -10%
PFA
7
Peak Financial Advisors
Colorado
$412K +$409K +8,341 New
WP
8
WealthPLAN Partners
Nebraska
$391K +$2.06K +42 +0.5%
SPC
9
Sigma Planning Corp
Michigan
$338K -$264K -5,381 -44%
Bank of America
10
Bank of America
North Carolina
$325K -$269K -5,479 -45%
SPIA
11
Steward Partners Investment Advisory
New York
$321K +$311K +6,350 +4,233%
RPSA
12
Richard P. Slaughter Associates
Texas
$248K +$3.14K +64 +1%
APA
13
Astoria Portfolio Advisors
New York
$210K +$209K +4,268 New
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$94.7K +$95K +1,937 New
GRP
15
Global Retirement Partners
California
$85.4K +$5.49K +112 +7%
UBS Group
16
UBS Group
Switzerland
$8.15K +$7.94K +162 +5,400%
VWWMG
17
Vermillion & White Wealth Management Group
Pennsylvania
$791 +$784 +16 New
LA
18
Latitude Advisors
Florida
-$829K -16,947 Closed
RIL
19
Rothschild Investment LLC
Illinois
-$534K -10,920 Closed
VWM
20
Venturi Wealth Management
Texas
-$530K -10,840 Closed
JP Morgan Chase
21
JP Morgan Chase
New York
-$121K -2,469 Closed
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
-$1.61K -33 Closed

XTWO Hedge Fund Activity: Q4 2023 in Review

17 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) for Q4 2023, worth a combined $83.8M — up 1.8% from $82.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new XTWO positions and 5 closed out — a net gain of 1 holder — while 5 added to existing stakes and 5 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $762K. The largest seller was Latitude Advisors, exiting entirely with an estimated $829K sold.

  • 17 institutional investors held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) as of Q4 2023, up from 16 in Q3 2023.
  • Funds reported $83.8M of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF stock for Q4 2023, up 1.8% quarter-over-quarter.
  • 6 funds opened new BondBloxx Bloomberg Two Year Target Duration US Treasury ETF positions in Q4 2023 and 5 closed out, a net change of +1 holder.
  • The largest BondBloxx Bloomberg Two Year Target Duration US Treasury ETF buyer in Q4 2023 was Citadel Advisors, an estimated $762K added.
  • The largest BondBloxx Bloomberg Two Year Target Duration US Treasury ETF seller in Q4 2023 was Latitude Advisors, an estimated $829K sold.

Based on aggregated 13F filings for Q4 2023.