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BondBloxx Bloomberg Two Year Target Duration US Treasury ETF

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.

New
Increased
Maintained
Reduced
Closed

31% more funds holding

Funds holding: 2634 (+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: 11 (0)

13.7% less ownership

Funds ownership: 86.19%72.49% (-14%)

Holders
34
Holders Change
+8
Holders Change %
+30.77%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
13
Reduced
10
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Amplius Wealth Advisors
Pennsylvania
$53.8M +$9.71M +196,158 +22%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$27.5M -$13.7M -277,690 -72%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$20.8M
LC
4
Legacy CG
Texas
$7.04M +$279K +5,647 +4%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$2.98M +$679K +13,729 +30%
BWM
6
BlackDiamond Wealth Management
New York
$1.92M +$1.94M +39,128 New
ACA
7
Aptus Capital Advisors
Alabama
$1.59M +$333K +6,737 +27%
FGG
8
Financial Guidance Group
Florida
$1.59M +$333K +6,737 +27%
Bank of America
9
Bank of America
North Carolina
$1.48M +$764K +15,444 +109%
SFB
10
STAR Financial Bank
Indiana
$1.1M +$1.09M +22,091 New
FIM
11
Freedom Investment Management
Connecticut
$937K -$46.2K -934 -5%
Morgan Stanley
12
Morgan Stanley
New York
$866K +$860K +17,370 New
FTUS
13
Flow Traders U.S.
New York
$843K +$836K +16,897 New
RIL
14
Rothschild Investment LLC
Illinois
$784K +$80.4K +1,625 +12%
Jane Street
15
Jane Street
New York
$762K -$226K -4,575 -23%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$616K +$611K +12,345 New
WIA
17
World Investment Advisors
California
$518K -$616K -12,448 -54%
SS
18
Sunbelt Securities
Texas
$505K
FFA
19
Farther Finance Advisors
California
$450K +$21.6K +437 +5%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$433K +$87.4K +1,767 +26%
SPC
21
Sigma Planning Corp
Michigan
$433K -$43.2K -873 -9%
Citadel Advisors
22
Citadel Advisors
Florida
$405K -$668K -13,491 -62%
Kovitz Investment Group Partners
23
Kovitz Investment Group Partners
Illinois
$324K +$322K +6,500 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$322K +$643 +13 +0.2%
PCA
25
Prosperity Capital Advisors
Ohio
$272K +$34.1K +690 +14%

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.