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BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (NYSEARCA:XHLF)

Number of
Institutional Buyers
(last 12 months)
73
Total
Institutional Inflows
(last 12 months)
$1.86B
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$360.55M
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XHLF Institutional Buying and Selling by Quarter

BondBloxx Bloomberg Six Month Target Duration US Treasury ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 WealthPlan Investment Management LLC223,693$11.25M1.7%N/A0.976%
5/17/2024 Pineridge Advisors LLC1,558,777$78.42M27.6%+4.7%6.804%
5/16/2024 Jane Street Group LLC137,304$6.91M0.0%+412.1%0.599%
5/11/2024 Strait & Sound Wealth Management LLC362,152$18.16M10.1%+4.2%1.581%
5/9/2024 Orion Portfolio Solutions LLC496,446$24.98M0.3%+20.0%2.167%
5/8/2024 Avantax Advisory Services Inc.196,329$9.88M0.1%+51.7%0.857%
5/7/2024 WealthPLAN Partners LLC133,304$6.71M0.7%+1,358.9%0.582%
5/2/2024 Knowledge Leaders Capital LLC65,172$3.28M5.7%+30.8%0.284%
5/2/2024 Blume Capital Management Inc.211,796$10.66M2.6%+76.8%0.924%
5/1/2024 Tanager Wealth Management LLP1,213,585$61.06M9.9%-31.1%5.297%
5/1/2024 Concourse Financial Group Securities Inc.5,210$262K0.0%+644.3%0.023%
5/1/2024 Prosperity Consulting Group LLC102,015$5.13M0.6%N/A0.445%
5/1/2024 Diversify Advisory Services LLC22,724$1.14M0.1%N/A0.099%
4/30/2024 Norden Group LLC17,490$880K0.1%N/A0.076%
4/29/2024Commonwealth Equity Services LLC133,750$6.73M0.0%+34.8%0.580%
4/29/2024 RWA Wealth Partners LLC9,618$484K0.0%-66.7%0.042%
4/25/2024 Argus Investors Counsel Inc.8,852$445K0.3%N/A0.038%
4/25/2024 Cambridge Investment Research Advisors Inc.277,047$13.94M0.1%+28.5%1.200%
4/23/2024 Global Retirement Partners LLC4,183$210K0.0%+10.6%0.018%
4/23/2024 Strategic Blueprint LLC57,842$2.91M0.2%+1.6%0.251%
4/18/2024 Exchange Capital Management Inc.39,500$1.99M0.3%+24.4%0.171%
4/18/2024 WESPAC Advisors SoCal LLC41,409$2.08M0.5%+0.8%0.179%
4/17/2024 Municipal Employees Retirement System of Michigan438,334$22.05M0.3%-74.4%1.899%
4/16/2024 Astoria Portfolio Advisors LLC.3,993$200K0.1%-76.9%0.017%
4/16/2024 Pasadena Private Wealth LLC98,527$4.96M1.1%N/A0.427%
4/16/2024 Wealth Enhancement Advisory Services LLC70,843$3.56M0.0%-6.6%0.307%
4/13/2024 Wallace Advisory Group LLC49,126$2.47M1.7%-65.3%0.284%
4/11/2024 Fortitude Family Office LLC4,535$228K0.2%-40.6%0.026%
4/9/2024 Mather Group LLC.10,672$536K0.0%-15.8%0.062%
3/19/2024 Warren Street Wealth Advisors LLC19,182$963K0.5%+372.0%0.111%
3/1/2024 Pineridge Advisors LLC1,489,337$74.77M24.8%N/A8.619%
2/16/2024Hobbs Group Advisors LLC73,115$3.67M1.6%N/A0.423%
2/15/2024 Financial Network Wealth Advisors LLC38,890$1.95M2.1%N/A0.225%
2/15/2024 Guardian Wealth Advisors LLC NC718,900$36.09M5.5%+172.1%4.160%
2/14/2024 Connectus Wealth LLC17,067$861K0.0%-23.1%0.099%
2/13/2024 Cetera Advisor Networks LLC1,452,324$72.91M0.4%N/A8.405%
2/13/2024 Trademark Financial Management LLC5,680$285K0.2%N/A0.033%
2/12/2024 Relative Value Partners Group LLC158,714$7.97M0.5%+4.4%0.918%
2/9/2024 Orion Portfolio Solutions LLC413,688$20.78M0.2%+60.6%2.394%
2/9/2024 Cambridge Investment Research Advisors Inc.215,604$10.82M0.0%-37.6%1.248%
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2/9/2024 BlackDiamond Wealth Management LLC42,222$2.12M1.6%-4.2%0.244%
2/8/2024WT Wealth Management19,479$978K0.4%+3.6%0.113%
2/8/2024 Strait & Sound Wealth Management LLC347,670$17.48M10.9%+182.1%2.012%
2/8/2024 Exchange Capital Management Inc.31,750$1.59M0.3%+19.3%0.184%
2/7/2024 Avantax Advisory Services Inc.129,455$6.50M0.1%-59.3%0.749%
2/7/2024 Shore Point Advisors LLC39,477$1.98M1.2%+7.8%0.228%
2/7/2024 Astoria Portfolio Advisors LLC.17,253$866K0.4%+1.7%0.100%
2/7/2024 Concourse Financial Group Securities Inc.700$35K0.0%N/A0.004%
2/7/2024 Blume Capital Management Inc.119,770$6.01M1.6%+130.7%0.693%
2/6/2024 a16z Perennial Management L.P.2,146,518$107.76M16.2%N/A12.422%
2/5/2024 Mather Group LLC.12,669$636K0.0%-65.3%0.073%
2/5/2024 Silver Oak Securities Incorporated4,917$247K0.0%+290.2%0.028%
2/5/2024 Matrix Trust Co6,093$306K0.1%-30.2%0.035%
2/5/2024 Alliance Wealth Advisors LLC UT60,031$3.01M1.0%-58.1%0.347%
2/2/2024 Knowledge Leaders Capital LLC49,832$2.50M3.9%+1.1%0.288%
2/1/2024 RWA Wealth Partners LLC28,922$1.45M0.0%N/A0.167%
2/1/2024 Sigma Planning Corp54,456$2.73M0.2%-15.7%0.315%
2/1/2024 CWM LLC365,652$18.36M0.1%+3.5%2.116%
1/31/2024 Tanager Wealth Management LLP1,760,360$88.78M16.1%+12.4%10.187%
1/31/2024 Archer Investment Corp698$35K0.0%N/A0.004%
1/26/2024 Cerity Partners LLC142,298$7.14M0.0%N/A0.823%
1/25/2024 Strategic Blueprint LLC56,941$2.86M0.2%N/A0.330%
1/25/2024 WESPAC Advisors SoCal LLC41,099$2.06M0.6%-63.6%0.238%
1/24/2024 Sowell Financial Services LLC10,855$547K0.0%-10.7%0.063%
1/24/2024 Compass Ion Advisors LLC172,369$8.65M1.3%N/A0.998%
1/17/2024 Acorn Financial Advisory Services Inc. ADV8,053$404K0.1%N/A0.047%
1/16/2024 3EDGE Asset Management LP3,893,320$195.45M15.2%-46.4%22.531%
1/16/2024 Portside Wealth Group LLC204,324$10.26M1.9%-48.0%1.182%
1/12/2024 Fortitude Family Office LLC7,635$383K0.3%N/A0.044%
1/11/2024 Baker Tilly Wealth Management LLC36,647$1.84M0.3%-63.4%0.212%
1/10/2024Dfpg Investments LLC18,675$937K0.1%-48.6%0.108%
1/9/2024 Wallace Advisory Group LLC141,682$7.12M5.3%-8.9%0.820%
1/3/2024EisnerAmper Wealth Management Corporate Benefits LLC84,060$4.22M1.5%-55.1%0.486%
12/4/2023WT Wealth Management18,796$945K0.4%N/A0.109%
12/1/2023 B. Riley Wealth Advisors Inc.22,866$1.15M0.0%-9.9%0.132%
11/20/2023 Silver Oak Securities Incorporated1,260$63K0.0%-75.3%0.007%
11/16/2023 Strait & Sound Wealth Management LLC123,254$6.20M5.3%N/A0.713%
11/16/2023 Belpointe Asset Management LLC5,500$276K0.0%N/A0.032%
11/15/2023 Townsquare Capital LLC1,395,955$70.18M1.3%-5.7%8.078%
11/15/2023 WealthPlan Investment Management LLC9,170$461K0.1%N/A0.053%
11/15/2023 Mercer Global Advisors Inc. ADV75,242$3.78M0.0%-8.5%0.435%
11/14/2023 Mather Group LLC.36,507$1.84M0.0%+6.4%0.211%
11/9/2023 Oliver Lagore Vanvalin Investment Group70,585$3.55M1.4%N/A0.408%
11/9/2023 WESPAC Advisors SoCal LLC113,000$5.68M1.9%N/A0.654%
11/9/2023 Alliance Wealth Advisors LLC UT143,230$7.20M2.7%+11.0%0.829%
11/8/2023 Aptus Capital Advisors LLC264,570$13.30M0.4%+53.4%1.531%
11/8/2023 HighTower Advisors LLC374,155$18.80M0.0%+4.7%2.165%
11/8/2023 Tanager Wealth Management LLP1,565,521$78.70M16.3%+43.6%9.060%
11/8/2023 Sowell Financial Services LLC12,156$611K0.0%N/A0.070%
11/8/2023 Avantax Advisory Services Inc.317,749$15.97M0.2%+32.2%1.839%
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11/7/2023 Knowledge Leaders Capital LLC49,268$2.48M3.6%-0.4%0.285%
11/6/2023 Sigma Planning Corp64,566$3.25M0.1%+43.0%0.374%
11/4/2023 Blume Capital Management Inc.51,920$2.61M0.8%-51.0%0.300%
11/2/2023 WealthPlan Investment Management LLC9,170$461K0.1%N/A0.053%
11/1/2023 Orion Portfolio Solutions LLC257,603$12.95M0.2%+25.3%1.491%
10/30/2023 Exchange Capital Management Inc.26,621$1.34M0.3%+40.1%0.154%
10/30/2023 FirstPurpose Wealth LLC51,215$2.58M1.1%+11.8%0.296%
10/30/2023 Matrix Trust Co8,732$439K0.1%+53.2%0.051%
10/27/2023 Portside Wealth Group LLC393,231$19.77M3.7%+0.5%2.276%
10/27/2023 Astoria Portfolio Advisors LLC.16,963$853K0.4%+265.8%0.098%
(Data available from 1/1/2016 forward)

XHLF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XHLF shares?

During the previous two years, 80 institutional investors and hedge funds held shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF. The most heavily invested institutionals were 3EDGE Asset Management LP ($195.45M), a16z Perennial Management L.P. ($107.76M), Pineridge Advisors LLC ($78.42M), Cetera Advisor Networks LLC ($72.91M), Townsquare Capital LLC ($70.18M), Tanager Wealth Management LLP ($61.06M), and AE Wealth Management LLC ($58.90M).Learn more on XHLF's institutional investors.

Which institutional investors have been buying BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock?

Of the 75 institutional investors that purchased BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Portside Wealth Group LLC ($14.55M), 3EDGE Asset Management LP ($7.99M), a16z Perennial Management L.P. ($2.15M), Tanager Wealth Management LLP ($2.09M), Pineridge Advisors LLC ($1.56M), Cetera Advisor Networks LLC ($1.45M), and Municipal Employees Retirement System of Michigan ($1.31M).

How much institutional buying is happening at BondBloxx Bloomberg Six Month Target Duration US Treasury ETF?

Institutional investors have bought a total of 39,332,490 shares in the last 24 months. This purchase volume represents approximately $1.98B in transactions.

Which BondBloxx Bloomberg Six Month Target Duration US Treasury ETF major shareholders have been selling company stock?

Of the 33 institutional investors that sold BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: 3EDGE Asset Management LP ($4.10M), Municipal Employees Retirement System of Michigan ($1.28M), Tanager Wealth Management LLP ($546.78K), Portside Wealth Group LLC ($188.91K), Avantax Advisory Services Inc. ($188.29K), Cambridge Investment Research Advisors Inc. ($130.02K), and Wallace Advisory Group LLC ($106.33K).

How much institutional selling is happening at BondBloxx Bloomberg Six Month Target Duration US Treasury ETF?

Institutional investors have sold a total of 7,176,620 shares in the last 24 months. This volume of shares sold represents approximately $360.55M in transactions.


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This page (NYSEARCA:XHLF) was last updated on 5/18/2024 by MarketBeat.com Staff

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