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

BondBloxx Bloomberg Six Month Target Duration US Treasury ETF logo
$50.30 +0.03 (+0.06%)
(As of 12/20/2024 04:34 PM ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
72
Total
Institutional Inflows
(last 12 months)
$794.57M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$402.10M
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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
12/13/2024 B. Riley Wealth Advisors Inc.16,289$822K0.0%-21.4%0.071%
11/18/2024 Hobbs Group Advisors LLC86,886$4.38M1.6%-3.6%0.379%
11/18/2024 Arete Wealth Advisors LLC28,912$1.46M0.1%-52.1%0.126%
11/18/2024 Strait & Sound Wealth Management LLC254,837$12.85M6.2%-8.3%1.112%
11/18/2024 JDM Financial Group LLC288,253$14.54M7.9%+10,231.6%1.258%
11/15/2024 Executive Wealth Management LLC4,011$202K0.0%N/A0.018%
11/15/2024 MML Investors Services LLC53,891$2.72M0.0%-3.2%0.235%
11/15/2024 Orion Portfolio Solutions LLC481,918$24.31M0.5%-15.0%2.104%
11/15/2024 Jane Street Group LLC11,828$597K0.0%-89.3%0.052%
11/15/2024 Kovitz Investment Group Partners LLC171,318$8.52M0.1%N/A0.748%
11/15/2024 Stifel Financial Corp8,138$410K0.0%-44.7%0.036%
11/14/2024 Encompass More Asset Management58,600$2.96M1.1%-39.4%0.256%
11/14/2024 Flow Traders U.S. LLC36,122$1.82M0.1%-71.4%0.158%
11/13/2024 Townsquare Capital LLC475,297$23.97M0.3%-27.6%2.075%
11/13/2024 Bank of Montreal Can250,776$12.65M0.0%+8.4%1.095%
11/12/2024 Cerity Partners LLC34,086$1.72M0.0%N/A0.149%
11/12/2024 Stonebrook Private Inc.60,950$3.07M0.8%+163.4%0.266%
11/9/2024 STAR Financial Bank8,216$414K0.3%N/A0.036%
11/8/2024 Avior Wealth Management LLC2,196$111K0.0%+135.6%0.010%
11/7/2024 Thrivent Financial for Lutherans109,431$5.52M0.0%-78.5%0.478%
11/6/2024 Palo Alto Wealth Advisors LLC6,485$326K0.1%N/A0.028%
11/5/2024 Buck Wealth Strategies LLC8,167$412K0.1%-6.3%0.036%
11/5/2024 Carrera Capital Advisors1,868,251$94.24M23.0%N/A8.155%
11/5/2024 Aptus Capital Advisors LLC635,357$32.05M0.5%-0.9%2.773%
11/5/2024 WealthPlan Investment Management LLC19,893$1.00M0.1%-89.3%0.087%
11/4/2024 Sigma Planning Corp156,862$7.91M0.2%-3.7%0.685%
11/1/2024 Acorn Financial Advisory Services Inc. ADV9,128$460K0.1%+9.4%0.040%
11/1/2024 Executive Wealth Management LLC4,011$202K0.0%N/A0.018%
10/31/2024 Portside Wealth Group LLC81,748$4.12M0.7%-34.2%0.357%
10/29/2024 Janney Montgomery Scott LLC32,063$1.62M0.0%N/A0.140%
10/29/2024 Farther Finance Advisors LLC18,759$946K0.0%+17.6%0.082%
10/25/2024 Diversify Wealth Management LLC163,033$8.20M0.7%+202.6%0.712%
10/25/2024 Strategic Blueprint LLC34,071$1.72M0.1%+18.0%0.149%
10/25/2024 a16z Perennial Management L.P.1,392,000$70.21M8.3%-8.7%6.076%
10/24/2024 Wealth Enhancement Advisory Services LLC35,885$1.81M0.0%-29.5%0.157%
10/23/2024 Northland Capital Management LLC473,290$23.87M13.7%N/A2.066%
10/23/2024 Tanager Wealth Management LLP1,353,359$68.26M9.2%+5.6%5.907%
10/22/2024 WT Wealth Management21,132$1.06M0.3%+44.1%0.092%
10/21/2024 Argus Investors Counsel Inc.11,124$561K0.4%-9.1%0.049%
10/21/2024 Sweeney & Michel LLC28,837$1.45M0.6%+211.5%0.126%
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10/21/2024 Foundations Investment Advisors LLC5,821$294K0.0%-43.2%0.025%
10/18/2024Warren Street Wealth Advisors LLC84,604$4.27M1.8%+93.9%0.369%
10/18/2024Etesian Wealth Advisors Inc.10,011$505K0.2%N/A0.044%
10/10/2024 Concourse Financial Group Securities Inc.5,620$283K0.0%+18.1%0.025%
10/10/2024 Shore Point Advisors LLC40,746$2.06M1.1%+2.1%0.178%
10/9/2024 Private Advisory Group LLC22,402$1.13M0.1%N/A0.098%
10/9/2024 Matrix Trust Co4,855$245K0.0%-45.5%0.021%
10/8/2024 CWM LLC443,091$22.35M0.1%+2.5%1.934%
10/8/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors7,488$378K0.0%+51.5%0.033%
10/8/2024 Northwest Capital Management Inc917$46K0.0%+670.6%0.004%
10/8/2024 Mather Group LLC.2,296$116K0.0%-90.1%0.010%
10/5/2024 Wallace Advisory Group LLC55,905$2.81M2.0%-1.3%0.244%
8/22/2024 Cetera Investment Advisers2,409,670$121.16M0.3%-2.7%10.518%
8/19/2024 B. Riley Wealth Advisors Inc.20,736$1.04M0.0%-9.3%0.091%
8/16/2024 Wallace Advisory Group LLC56,633$2.85M2.1%+15.3%0.247%
8/16/2024 Buck Wealth Strategies LLC8,720$438K0.1%N/A0.038%
8/14/2024 Bank of Montreal Can231,242$11.63M0.0%+8.6%1.009%
8/13/2024 Thrivent Financial for Lutherans507,813$25.53M0.1%-5.4%2.217%
8/12/2024 Middleton & Co. Inc. MA5,300$266K0.0%-90.6%0.023%
8/12/2024 Mercer Global Advisors Inc. ADV14,851$747K0.0%-13.7%0.065%
8/9/2024 WealthPLAN Partners LLC115,960$5.83M0.6%-13.0%0.506%
8/9/2024 Total Clarity Wealth Management Inc.8,888$447K0.2%-11.3%0.039%
8/8/2024 Diversify Wealth Management LLC53,873$2.71M0.3%N/A0.235%
8/8/2024 Prosperity Consulting Group LLC61,515$3.09M0.4%-39.7%0.269%
8/8/2024 Envestnet Asset Management Inc.53,193$2.68M0.0%+15.3%0.232%
8/7/2024 MGO One Seven LLC42,530$2.14M0.1%N/A0.186%
8/6/2024Norden Group LLC15,369$773K0.2%-12.1%0.067%
8/6/2024 Stonebrook Private Inc.23,143$1.16M0.3%N/A0.101%
8/2/2024 Foundations Investment Advisors LLC10,257$516K0.0%-19.8%0.045%
8/2/2024 Acorn Financial Advisory Services Inc. ADV8,346$420K0.1%+2.5%0.036%
7/31/2024 Aptus Capital Advisors LLC641,011$32.23M0.6%-6.0%2.798%
7/31/2024 Farther Finance Advisors LLC15,945$798K0.0%+94.8%0.070%
7/31/2024Commonwealth Equity Services LLC135,000$6.79M0.0%+0.9%0.589%
7/31/2024Rothschild Investment LLC2,090$105K0.0%N/A0.009%
7/30/2024 Signaturefd LLC700$35K0.0%N/A0.003%
7/29/2024 Bank OZK7,067$355K0.2%N/A0.031%
7/27/2024 Encompass More Asset Management96,737$4.86M3.5%+10.6%0.422%
7/27/2024 Strategic Blueprint LLC28,862$1.45M0.1%-50.1%0.126%
7/26/2024 Cambridge Investment Research Advisors Inc.292,236$14.69M0.1%+5.5%1.276%
7/25/2024Pineridge Advisors LLC2,199,830$110.61M37.7%+41.1%9.602%
7/25/2024 Tanager Wealth Management LLP1,282,137$64.47M9.6%+5.6%5.596%
7/23/2024 WESPAC Advisors SoCal LLC54,530$2.74M0.7%+31.7%0.238%
7/23/2024 Concourse Financial Group Securities Inc.4,760$239K0.0%-8.6%0.021%
7/23/2024 Exchange Capital Management Inc.44,388$2.23M0.4%+12.4%0.194%
7/22/2024 Legacy CG LLC22,017$1.11M0.4%N/A0.096%
7/22/2024 Argus Investors Counsel Inc.12,239$615K0.4%+38.3%0.053%
7/22/2024 Hobbs Group Advisors LLC90,134$4.53M1.7%N/A0.393%
7/20/2024 Continuum Advisory LLC6,009$302K0.0%-5.2%0.026%
7/19/2024 Pasadena Private Wealth LLC66,535$3.35M0.8%-32.5%0.290%
7/18/2024 Baker Tilly Wealth Management LLC7,126$358K0.1%-84.4%0.031%
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7/18/2024 Portside Wealth Group LLC124,304$6.25M1.2%-16.9%0.543%
7/16/2024 Wealth Enhancement Advisory Services LLC50,933$2.56M0.0%-28.1%0.222%
7/12/2024 Diversify Advisory Services LLC18,856$945K0.1%-17.0%0.082%
7/10/2024 Sweeney & Michel LLC9,256$464K0.2%N/A0.040%
7/10/2024 Matrix Trust Co8,914$448K0.1%+4.2%0.039%
7/10/2024 CWM LLC432,393$21.74M0.1%+5.5%1.887%
7/9/2024 Mather Group LLC.23,278$1.17M0.0%+118.1%0.102%
7/2/2024 Transcend Capital Advisors LLC45,860$2.31M0.2%+179.6%0.200%
5/24/2024Cetera Advisor Networks LLC2,476,554$124.60M0.6%+70.5%10.810%
5/24/2024 Cetera Investment Advisers2,476,554$124.60M0.3%N/A10.810%
(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, 113 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), Cetera Advisor Networks LLC ($124.60M), Cetera Investment Advisers ($121.16M), Pineridge Advisors LLC ($110.61M), Carrera Capital Advisors ($94.24M), a16z Perennial Management L.P. ($70.21M), and Tanager Wealth Management LLP ($68.26M).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 102 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), Cetera Advisor Networks LLC ($2.48M), Cetera Investment Advisers ($2.48M), Tanager Wealth Management LLP ($2.23M), Pineridge Advisors LLC ($2.20M), and a16z Perennial Management L.P. ($2.15M).

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

Institutional investors have bought a total of 47,205,429 shares in the last 24 months. This purchase volume represents approximately $2.37B in transactions.

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

Of the 59 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), Thrivent Financial for Lutherans ($427.30K), Townsquare Capital LLC ($265.75K), Portside Wealth Group LLC ($256.72K), and Avantax Advisory Services Inc. ($188.29K).

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

Institutional investors have sold a total of 8,943,406 shares in the last 24 months. This volume of shares sold represents approximately $449.61M in transactions.


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This page (NYSEARCA:XHLF) was last updated on 12/22/2024 by MarketBeat.com Staff
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