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BondBloxx Bloomberg Two Year Target Duration US Treasury ETF

40 hedge funds and large institutions have $122M invested in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

18% more funds holding

Funds holding: 3440 (+6)

9.81% more ownership

Funds ownership: 72.49%82.3% (+9.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $129M → $122M (-$7.09M)

Holders
40
Holders Change
+6
Holders Change %
+17.65%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
13
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Amplius Wealth Advisors
Pennsylvania
$51.1M -$1.83M -37,144 -3%
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$20.4M
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$15.4M +$10.1M +205,265 +193%
LC
4
Legacy CG
Texas
$8.69M +$1.77M +35,936 +25%
NRG
5
Nemes Rush Group
Michigan
$3.25M +$3.27M +66,312 New
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$2.85M -$86.1K -1,747 -3%
ECM
7
Exchange Capital Management
Michigan
$2.33M +$2.34M +47,567 New
Bank of America
8
Bank of America
North Carolina
$2.05M +$597K +12,114 +41%
BWM
9
BlackDiamond Wealth Management
New York
$1.92M -$3.55K -72 -0.2%
ACA
10
Aptus Capital Advisors
Alabama
$1.69M +$124K +2,524 +8%
FGG
11
Financial Guidance Group
Florida
$1.69M +$124K +2,524 +8%
SFB
12
STAR Financial Bank
Indiana
$1.27M +$186K +3,780 +17%
SSWM
13
Strait & Sound Wealth Management
California
$1M +$1.01M +20,475 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$869K +$444K +9,018 +104%
Morgan Stanley
15
Morgan Stanley
New York
$854K +$1.97K +40 +0.2%
FIM
16
Freedom Investment Management
Connecticut
$814K -$109K -2,209 -12%
WIA
17
World Investment Advisors
California
$642K +$133K +2,694 +26%
RIL
18
Rothschild Investment LLC
Illinois
$631K -$140K -2,845 -18%
CCM
19
Crew Capital Management
Ohio
$521K +$523K +10,612 New
SS
20
Sunbelt Securities
Texas
$497K
Financial Engines Advisors
21
Financial Engines Advisors
California
$422K +$424K +8,597 New
Truist Financial
22
Truist Financial
North Carolina
$411K +$412K +8,366 New
Kovitz Investment Group Partners
23
Kovitz Investment Group Partners
Illinois
$319K
SPC
24
Sigma Planning Corp
Michigan
$311K -$115K -2,341 -27%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$277K -$40.9K -830 -13%

XTWO Hedge Fund Activity: Q4 2024 in Review

40 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) for Q4 2024, worth a combined $122M — down 5.5% from $129M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new XTWO positions and 5 closed out — a net gain of 6 holders — while 13 added to existing stakes and 11 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $10.1M. The largest seller was Amplius Wealth Advisors, cutting an estimated $1.83M.

  • 40 institutional investors held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) as of Q4 2024, up from 34 in Q3 2024.
  • Funds reported $122M of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF stock for Q4 2024, down 5.5% quarter-over-quarter.
  • 11 funds opened new BondBloxx Bloomberg Two Year Target Duration US Treasury ETF positions in Q4 2024 and 5 closed out, a net change of +6 holders.
  • The largest BondBloxx Bloomberg Two Year Target Duration US Treasury ETF buyer in Q4 2024 was Focus Partners Wealth, an estimated $10.1M added.
  • The largest BondBloxx Bloomberg Two Year Target Duration US Treasury ETF seller in Q4 2024 was Amplius Wealth Advisors, an estimated $1.83M sold.

Based on aggregated 13F filings for Q4 2024.