BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
XTWO
21 hedge funds and large institutions have $78.4M invested in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
24% more funds holding
Funds holding: 17 → 21 (+4)
3.53% less ownership
Funds ownership: 82.67% → 79.14% (-3.5%)
6% less capital invested
Capital invested by funds: $83.8M → $78.4M (-$5.38M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
+$27M |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$3.46M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.21M |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
+$929K |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$680K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
-$35.8M |
| 2 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
-$917K |
| 3 |
PFA
Peak Financial Advisors
Denver,
Colorado
|
-$412K |
| 4 |
RPSA
Richard P. Slaughter Associates
Austin,
Texas
|
-$248K |
| 5 |
Jane Street
New York
|
-$202K |
XTWO Hedge Fund Activity: Q1 2024 in Review
21 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) for Q1 2024, worth a combined $78.4M — down 6.4% from $83.8M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new XTWO positions and 3 closed out — a net gain of 5 holders — while 7 added to existing stakes and 4 trimmed.
The largest buyer was Amplius Wealth Advisors, opening a new position worth an estimated $27M. The largest seller was Municipal Employees' Retirement System of Michigan, cutting an estimated $35.8M.
- 21 institutional investors held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) as of Q1 2024, up from 17 in Q4 2023.
- Funds reported $78.4M of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF stock for Q1 2024, down 6.4% quarter-over-quarter.
- 8 funds opened new BondBloxx Bloomberg Two Year Target Duration US Treasury ETF positions in Q1 2024 and 3 closed out, a net change of +5 holders.
- The largest BondBloxx Bloomberg Two Year Target Duration US Treasury ETF buyer in Q1 2024 was Amplius Wealth Advisors, an estimated $27M added.
- The largest BondBloxx Bloomberg Two Year Target Duration US Treasury ETF seller in Q1 2024 was Municipal Employees' Retirement System of Michigan, an estimated $35.8M sold.
Based on aggregated 13F filings for Q1 2024.