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BondBloxx Bloomberg Two Year Target Duration US Treasury ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 2126 (+5)

7.06% more ownership

Funds ownership: 79.14%86.19% (+7.1%)

Holders
26
Holders Change
+5
Holders Change %
+23.81%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
10
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Amplius Wealth Advisors
Pennsylvania
$43.2M +$16.3M +333,506 +61%
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$20.4M
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$18.8M +$18.8M +384,263 New
LC
4
Legacy CG
Texas
$6.63M +$6.61M +135,422 New
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$2.25M +$1.05M +21,488 +88%
HGA
6
Hobbs Group Advisors
South Carolina
$1.88M +$1.87M +38,362 New
SPIA
7
Steward Partners Investment Advisory
New York
$1.5M +$260K +5,325 +21%
ACA
8
Aptus Capital Advisors
Alabama
$1.23M +$1.23M +25,127 New
FGG
9
Financial Guidance Group
Florida
$1.23M +$1.23M +25,127 New
WIA
10
World Investment Advisors
California
$1.12M +$440K +9,019 +65%
Citadel Advisors
11
Citadel Advisors
Florida
$1.06M -$8.98K -184 -0.8%
Jane Street
12
Jane Street
New York
$972K +$96.4K +1,975 +11%
FIM
13
Freedom Investment Management
Connecticut
$966K +$963K +19,727 New
Bank of America
14
Bank of America
North Carolina
$694K +$88.8K +1,819 +15%
RIL
15
Rothschild Investment LLC
Illinois
$690K +$203K +4,165 +42%
SS
16
Sunbelt Securities
Texas
$496K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$494K
SPC
18
Sigma Planning Corp
Michigan
$468K -$3.3M -67,531 -88%
FFA
19
Farther Finance Advisors
California
$419K +$337K +6,898 +407%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$339K +$338K +6,924 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$316K -$28.2K -577 -8%
APA
22
Astoria Portfolio Advisors
New York
$270K +$49 +1 +0%
PCA
23
Prosperity Capital Advisors
Ohio
$234K +$233K +4,773 New
Osaic Holdings
24
Osaic Holdings
Arizona
$169K +$169K +3,461 New
GRP
25
Global Retirement Partners
California
$92K +$1.17K +24 +1%

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.