BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF
XTWY
10 hedge funds and large institutions have $41.9M invested in BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
25% more funds holding
Funds holding: 8 → 10 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
14.37% less ownership
Funds ownership: 94.17% → 79.8% (-14%)
28% less capital invested
Capital invested by funds: $58.1M → $41.9M (-$16.2M)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$268K |
| 2 |
Jane Street
New York
|
+$240K |
| 3 |
Lido Advisors
Los Angeles,
California
|
+$230K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$246 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$5.45M |
| 2 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
-$3.38M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$743K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$692K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$443K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VBFP
1
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $21.4M | -$3.38M | -82,506 | -13% |
|
|
MERSOM
2
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
| $16.2M | – | – | – |
|
|
3
Bank of America
Charlotte,
North Carolina
| $1.2M | -$5.45M | -132,816 | -81% |
|
|
4
Lido Advisors
Los Angeles,
California
| $1.13M | +$230K | +5,601 | +24% |
|
|
SFB
5
STAR Financial Bank
Fort Wayne,
Indiana
| $647K | – | – | – |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $459K | -$743K | -18,124 | -60% |
|
|
ACP
7
Argyle Capital Partners
Los Angeles,
California
| $316K | +$336K | +8,196 | New |
|
|
AWM
8
AE Wealth Management
Topeka,
Kansas
| $252K | +$268K | +6,522 | New |
|
|
9
Jane Street
New York
| $226K | +$240K | +5,855 | New |
|
|
10
UBS Group
Zurich,
Switzerland
| $232 | +$246 | +6 | New |
|
|
11
Citadel Advisors
Miami,
Florida
| – | -$692K | -15,717 | Closed |
|
|
FTUS
12
Flow Traders U.S.
New York
| – | -$443K | -10,049 | Closed |
|
XTWY Hedge Fund Activity: Q4 2024 in Review
10 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF (XTWY) for Q4 2024, worth a combined $41.9M — down 28% from $58.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new XTWY positions and 2 closed out — a net gain of 2 holders — while 1 added to existing stakes and 3 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $268K. The largest seller was Bank of America, cutting an estimated $5.45M.
- 10 institutional investors held BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF (XTWY) as of Q4 2024, up from 8 in Q3 2024.
- Funds reported $41.9M of BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF stock for Q4 2024, down 28% quarter-over-quarter.
- 4 funds opened new BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF positions in Q4 2024 and 2 closed out, a net change of +2 holders.
- The largest BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF buyer in Q4 2024 was AE Wealth Management, an estimated $268K added.
- The largest BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF seller in Q4 2024 was Bank of America, an estimated $5.45M sold.
Based on aggregated 13F filings for Q4 2024.