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BondBloxx Bloomberg Two Year Target Duration US Treasury ETF

40 hedge funds and large institutions have $90.7M invested in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 8

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

0% more funds holding

Funds holding: 4040 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9.52% less ownership

Funds ownership: 82.3%72.79% (-9.5%)

26% less capital invested

Capital invested by funds: $122M → $90.7M (-$31.3M)

Holders
40
Holders Change
Holders Change %
0%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
18
Reduced
8
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
$20.6M
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$15.1M -$359K -7,306 -2%
LC
3
Legacy CG
Texas
$9.13M +$374K +7,610 +4%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$5.05M +$5.02M +102,130 New
NRG
5
Nemes Rush Group
Michigan
$4.66M +$1.38M +27,954 +42%
AWA
6
Amplius Wealth Advisors
Pennsylvania
$4.39M -$46.9M -952,448 -91%
FTUS
7
Flow Traders U.S.
New York
$4.14M +$4.11M +83,641 New
ECM
8
Exchange Capital Management
Michigan
$3.05M +$691K +14,052 +30%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.98M +$2.7M +54,798 +1,019%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$2.16M -$708K -14,387 -25%
Bank of America
11
Bank of America
North Carolina
$2.1M +$36.8K +748 +2%
ACA
12
Aptus Capital Advisors
Alabama
$1.84M +$135K +2,749 +8%
FGG
13
Financial Guidance Group
Florida
$1.84M +$135K +2,749 +8%
SSWM
14
Strait & Sound Wealth Management
California
$1.51M +$490K +9,958 +49%
SFB
15
STAR Financial Bank
Indiana
$1.37M +$90.3K +1,836 +7%
Morgan Stanley
16
Morgan Stanley
New York
$1.3M +$432K +8,786 +50%
CAS
17
Coppell Advisory Solutions
Texas
$922K +$913K +18,567 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$889K +$12.9K +263 +1%
APA
19
Astoria Portfolio Advisors
New York
$799K +$552K +11,229 +227%
FIM
20
Freedom Investment Management
Connecticut
$768K -$52.1K -1,060 -6%
WIA
21
World Investment Advisors
California
$664K +$15.9K +324 +2%
RIL
22
Rothschild Investment LLC
Illinois
$636K
VWWMG
23
Vermillion & White Wealth Management Group
Pennsylvania
$554K +$551K +11,190 +69,938%
CCM
24
Crew Capital Management
Ohio
$540K +$14.5K +294 +3%
IA
25
IFP Advisors
Florida
$524K +$521K +10,600 New

XTWO Hedge Fund Activity: Q1 2025 in Review

40 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) for Q1 2025, worth a combined $90.7M — down 26% from $122M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new XTWO positions and 5 closed out — a net gain of 2 holders — while 18 added to existing stakes and 8 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $5.02M. The largest seller was Amplius Wealth Advisors, cutting an estimated $46.9M.

  • 40 institutional investors held BondBloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $90.7M of BondBloxx Bloomberg Two Year Target Duration US Treasury ETF stock for Q1 2025, down 26% quarter-over-quarter.
  • 7 funds opened new BondBloxx Bloomberg Two Year Target Duration US Treasury ETF positions in Q1 2025 and 5 closed out, a net change of +2 holders.
  • The largest BondBloxx Bloomberg Two Year Target Duration US Treasury ETF buyer in Q1 2025 was Cetera Investment Advisers, an estimated $5.02M added.
  • The largest BondBloxx Bloomberg Two Year Target Duration US Treasury ETF seller in Q1 2025 was Amplius Wealth Advisors, an estimated $46.9M sold.

Based on aggregated 13F filings for Q1 2025.