BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF
XTWY
8 hedge funds and large institutions have $58.1M invested in BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 3 closing their positions.
161% more capital invested
Capital invested by funds: $22.2M → $58.1M (+$35.8M)
2.45% more ownership
Funds ownership: 91.71% → 94.17% (+2.5%)
0% more funds holding
Funds holding: 8 → 8 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
+$27.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$7.05M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.3M |
| 4 |
SFB
STAR Financial Bank
Fort Wayne,
Indiana
|
+$725K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$252K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.47M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$920K |
| 3 |
Lido Advisors
Los Angeles,
California
|
-$629K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$200K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$8.99K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VBFP
1
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $28.1M | +$27.6M | +638,066 | New |
|
|
MERSOM
2
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
| $18.5M | – | – | – |
|
|
3
Bank of America
Charlotte,
North Carolina
| $7.22M | +$7.05M | +163,100 | +19,651% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.32M | +$1.3M | +30,020 | New |
|
|
5
Lido Advisors
Los Angeles,
California
| $1.04M | -$629K | -14,552 | -38% |
|
|
SFB
6
STAR Financial Bank
Fort Wayne,
Indiana
| $738K | +$725K | +16,758 | New |
|
|
7
Citadel Advisors
Miami,
Florida
| $692K | +$252K | +5,828 | +59% |
|
|
FTUS
8
Flow Traders U.S.
New York
| $443K | -$920K | -21,281 | -68% |
|
|
9
Jane Street
New York
| – | -$1.47M | -35,746 | Closed |
|
|
10
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$200K | -4,724 | Closed |
|
|
11
Wells Fargo
San Francisco,
California
| – | -$8.99K | -219 | Closed |
|
XTWY Hedge Fund Activity: Q3 2024 in Review
8 of the 6,967 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF (XTWY) for Q3 2024, worth a combined $58.1M — up 161% from $22.2M a quarter earlier.
Fund positioning in XTWY was balanced in Q3 2024: 3 funds opened new positions, 3 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was Valtinson Bruner Financial Planning, opening a new position worth an estimated $27.6M. The largest seller was Jane Street, exiting entirely with an estimated $1.47M sold.
- 8 institutional investors held BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF (XTWY) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $58.1M of BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF stock for Q3 2024, up 161% quarter-over-quarter.
- 3 funds opened new BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF positions in Q3 2024 and 3 closed out, a net change of 0 holders.
- The largest BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF buyer in Q3 2024 was Valtinson Bruner Financial Planning, an estimated $27.6M added.
- The largest BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF seller in Q3 2024 was Jane Street, an estimated $1.47M sold.
Based on aggregated 13F filings for Q3 2024.