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BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) Institutional Ownership

BondBloxx Bloomberg One Year Target Duration US Treasury ETF logo
$49.62 +0.01 (+0.02%)
(As of 12/20/2024 04:34 PM ET)

Institutional Ownership Changes (13F Filings) for BondBloxx Bloomberg One Year Target Duration US Treasury ETF (NYSEARCA:XONE)

Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$151.66M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$190.52M
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XONE Institutional Buying and Selling by Quarter

BondBloxx Bloomberg One Year Target Duration US Treasury ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/25/2024 World Investment Advisors LLC27,788$1.39M0.0%+10.1%0.333%
11/21/2024 Wealthquest Corp4,854$242K0.0%N/A0.058%
11/21/2024 SkyView Investment Advisors LLC4,034$201K0.0%N/A0.048%
11/18/2024 Strait & Sound Wealth Management LLC48,360$2.42M1.2%-0.7%0.580%
11/15/2024 Executive Wealth Management LLC315,951$15.78M1.2%+2.8%3.788%
11/15/2024 Orion Portfolio Solutions LLC278,033$13.89M0.3%+2.4%3.334%
11/15/2024 Jane Street Group LLC40,932$2.04M0.0%+184.3%0.491%
11/15/2024 Stifel Financial Corp393,879$19.67M0.0%N/A4.723%
11/15/2024 HighTower Advisors LLC276,284$13.77M0.0%-7.1%3.313%
11/15/2024 Benjamin Edwards Inc.304,228$15.19M0.2%N/A3.648%
11/13/2024 Townsquare Capital LLC130,028$6.49M0.1%+66.0%1.559%
11/5/2024 Aptus Capital Advisors LLC34,918$1.74M0.0%-8.4%0.419%
11/4/2024 Sigma Planning Corp28,660$1.43M0.0%+9.5%0.344%
11/1/2024 Atria Investments Inc7,575$378K0.0%N/A0.091%
11/1/2024 Executive Wealth Management LLC315,951$15.78M2.0%+2.8%3.788%
10/31/2024 Confluence Investment Management LLC150,419$7.51M0.1%N/A1.804%
10/31/2024 Portside Wealth Group LLC13,488$674K0.1%-4.1%0.162%
10/31/2024 Smart Portfolios LLC50,084$2.50M2.6%-24.2%0.601%
10/30/2024 Legacy CG LLC26,704$1.33M0.4%N/A0.320%
10/29/2024 Janney Montgomery Scott LLC24,817$1.24M0.0%N/A0.298%
10/29/2024 Farther Finance Advisors LLC1,471$73K0.0%N/A0.018%
10/25/2024 Diversify Wealth Management LLC9,289$462K0.0%+93.8%0.111%
10/25/2024 Strategic Blueprint LLC8,188$409K0.0%+52.0%0.098%
10/23/2024 Financial Guidance Group Inc.34,918$1.74M1.0%-8.4%0.419%
10/23/2024 Tanager Wealth Management LLP14,559$727K0.1%-20.6%0.175%
10/21/2024 Argus Investors Counsel Inc.10,079$503K0.3%-47.6%0.121%
10/10/2024 Shore Point Advisors LLC15,720$785K0.4%+2.6%0.188%
10/8/2024 CWM LLC125,648$6.28M0.0%+17.7%1.507%
10/8/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors5,569$278K0.0%+18.0%0.067%
8/13/2024 AE Wealth Management LLC916,896$45.41M0.5%+16.2%10.994%
8/8/2024 Executive Wealth Management LLC307,413$15.23M2.8%N/A3.686%
7/31/2024 Aptus Capital Advisors LLC38,129$1.89M0.0%-19.9%0.457%
7/27/2024 Strategic Blueprint LLC5,388$267K0.0%-50.0%0.065%
7/26/2024 Cambridge Investment Research Advisors Inc.21,496$1.07M0.0%-3.5%0.258%
7/25/2024 Tanager Wealth Management LLP18,330$908K0.1%+49.2%0.220%
7/25/2024 Financial Guidance Group Inc.38,129$1.89M1.2%-19.9%0.457%
7/23/2024 WESPAC Advisors SoCal LLC52,887$2.62M0.7%+33.9%0.634%
7/23/2024 Exchange Capital Management Inc.35,715$1.77M0.3%+21.3%0.428%
7/19/2024 Pasadena Private Wealth LLC110,921$5.49M1.3%N/A1.330%
7/18/2024 Portside Wealth Group LLC14,058$696K0.1%-23.1%0.169%
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7/16/2024 Wealth Enhancement Advisory Services LLC7,374$365K0.0%-34.4%0.088%
7/10/2024 CWM LLC106,728$5.29M0.0%+22.3%1.280%
7/9/2024 Astoria Portfolio Advisors LLC.8,218$407K0.1%+14.5%0.099%
7/9/2024 Mather Group LLC.1,294$64K0.0%+299.4%0.016%
7/2/2024 Transcend Capital Advisors LLC8,235$408K0.0%N/A0.099%
5/17/2024 Creekmur Asset Management LLC3,244$161K0.1%-31.0%0.039%
5/11/2024 Strait & Sound Wealth Management LLC57,609$2.85M1.6%+0.6%0.691%
5/9/2024 Orion Portfolio Solutions LLC264,578$13.13M0.1%-4.9%3.172%
5/8/2024 Avantax Advisory Services Inc.74,303$3.69M0.0%+252.6%0.891%
5/7/2024 WealthPLAN Partners LLC5,765$286K0.0%-4.1%0.069%
5/2/2024 FinTrust Capital Advisors LLC1,212$60K0.0%N/A0.015%
5/1/2024 Tanager Wealth Management LLP12,286$610K0.1%-96.7%0.147%
5/1/2024 Financial Guidance Group Inc.47,613$2.36M1.5%-0.8%0.571%
5/1/2024 Prosperity Consulting Group LLC5,295$263K0.0%N/A0.063%
4/30/2024Norden Group LLC222,324$11.18M0.8%+1,636.9%2.666%
4/29/2024 RWA Wealth Partners LLC4,667$232K0.0%-80.7%0.056%
4/25/2024 Argus Investors Counsel Inc.19,219$954K0.6%N/A0.230%
4/23/2024 Global Retirement Partners LLC3,590$178K0.0%+17.2%0.043%
4/23/2024 Strategic Blueprint LLC10,776$535K0.0%+14.7%0.129%
4/19/2024Norden Group LLC222,324$11.18M0.1%+1,636.9%2.666%
4/18/2024 Exchange Capital Management Inc.29,449$1.46M0.2%+56.0%0.353%
4/18/2024 WESPAC Advisors SoCal LLC39,497$1.96M0.5%+2.6%0.474%
4/17/2024 Municipal Employees Retirement System of Michigan2,387,980$118.52M1.5%-47.0%28.633%
4/16/2024 Astoria Portfolio Advisors LLC.7,176$355K0.1%+78.1%0.086%
4/15/2024 Wealthcare Advisory Partners LLC19,744$980K0.0%+71.1%0.237%
4/15/2024 Sunbelt Securities Inc.13,366$663K0.1%N/A0.160%
4/13/2024 Wallace Advisory Group LLC4,951$246K0.2%N/A0.047%
4/12/2024 Lloyd Advisory Services LLC.74,265$3.67M0.7%+479.5%0.706%
4/11/2024 Salem Investment Counselors Inc.9,554$474K0.0%-2.3%0.091%
3/19/2024Warren Street Wealth Advisors LLC22,117$1.10M0.6%+438.9%0.210%
3/1/2024 Creekmur Asset Management LLC4,704$234K0.1%N/A0.045%
2/14/2024 Visionary Wealth Advisors32,391$1.61M0.1%-23.8%0.308%
2/14/2024Connectus Wealth LLC892,486$44.64M0.9%+5.3%8.484%
2/14/2024 Vermillion & White Wealth Management Group LLC768$38K0.0%N/A0.007%
2/13/2024 Lloyd Advisory Services LLC.12,815$638K0.3%N/A0.122%
2/12/2024Relative Value Partners Group LLC116,079$5.78M0.4%+3.3%1.103%
2/12/2024 Stifel Financial Corp1,300,799$64.75M0.1%-31.4%12.365%
2/9/2024 Orion Portfolio Solutions LLC278,165$13.85M0.2%+40.8%2.644%
2/8/2024 Strait & Sound Wealth Management LLC57,255$2.85M1.8%+16.9%0.544%
2/8/2024 Exchange Capital Management Inc.18,878$940K0.2%+48.9%0.179%
2/7/2024 Avantax Advisory Services Inc.21,071$1.05M0.0%-88.2%0.200%
2/7/2024 Shore Point Advisors LLC14,769$735K0.5%+4.7%0.140%
2/7/2024 Astoria Portfolio Advisors LLC.4,030$200K0.1%N/A0.038%
2/7/2024 Principal Securities Inc.538$27K0.0%N/A0.005%
2/6/2024 Wealthcare Advisory Partners LLC11,541$575K0.0%+25.1%0.110%
2/6/2024Benjamin F. Edwards & Company Inc.873,510$43.48M0.9%-29.3%8.303%
2/6/2024 Benjamin Edwards Inc.44,624$2.22M0.5%-58.0%0.424%
2/5/2024Norden Group LLC12,800$643K0.1%N/A0.122%
2/5/2024 Silver Oak Securities Incorporated5,077$253K0.0%+270.0%0.048%
2/1/2024 RWA Wealth Partners LLC24,150$1.20M0.0%N/A0.230%
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2/1/2024 Sigma Planning Corp12,445$620K0.0%-48.7%0.118%
2/1/2024 CWM LLC47,361$2.36M0.0%+15,428.2%0.450%
1/31/2024 Tanager Wealth Management LLP373,547$18.68M3.4%+39.7%3.551%
1/26/2024 Cerity Partners LLC8,252$411K0.0%N/A0.078%
1/26/2024 Financial Guidance Group Inc.47,999$2.39M1.7%+251.6%0.456%
1/25/2024 Strategic Blueprint LLC9,392$468K0.0%N/A0.089%
1/25/2024 WESPAC Advisors SoCal LLC38,507$1.92M0.6%-46.2%0.366%
1/17/2024 Kingdom Financial Group LLC.15,075$750K0.7%N/A0.143%
1/16/2024 3EDGE Asset Management LP307,230$15.29M1.2%N/A2.920%
1/16/2024 Portside Wealth Group LLC23,822$1.19M0.2%N/A0.226%
(Data available from 1/1/2016 forward)

XONE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XONE shares?

During the previous two years, 75 institutional investors and hedge funds held shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF. The most heavily invested institutionals were Municipal Employees Retirement System of Michigan ($118.52M), AE Wealth Management LLC ($45.41M), Connectus Wealth LLC ($44.64M), Benjamin F. Edwards & Company Inc. ($43.48M), Peak Financial Advisors LLC ($22.40M), Flow Traders U.S. LLC ($22.26M), and Stifel Financial Corp ($19.67M).Learn more on XONE's institutional investors.

Which institutional investors have been buying BondBloxx Bloomberg One Year Target Duration US Treasury ETF stock?

Of the 71 institutional investors that purchased BondBloxx Bloomberg One Year Target Duration US Treasury ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Municipal Employees Retirement System of Michigan ($3.83M), Stifel Financial Corp ($2.29M), Confluence Investment Management LLC ($768.02K), Orion Portfolio Solutions LLC ($668.24K), Flow Traders U.S. LLC ($448.19K), Peak Financial Advisors LLC ($447.50K), and Norden Group LLC ($431.85K).

How much institutional buying is happening at BondBloxx Bloomberg One Year Target Duration US Treasury ETF?

Institutional investors have bought a total of 12,377,102 shares in the last 24 months. This purchase volume represents approximately $615.87M in transactions.

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

Of the 28 institutional investors that sold BondBloxx Bloomberg One Year Target Duration US Treasury ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Municipal Employees Retirement System of Michigan ($2.11M), Stifel Financial Corp ($596.34K), Tanager Wealth Management LLP ($365.03K), Benjamin F. Edwards & Company Inc. ($361.90K), Orion Portfolio Solutions LLC ($206.59K), Polaris Wealth Advisory Group LLC ($199.28K), and Avantax Advisory Services Inc. ($157.68K).

How much institutional selling is happening at BondBloxx Bloomberg One Year Target Duration US Treasury ETF?

Institutional investors have sold a total of 4,251,878 shares in the last 24 months. This volume of shares sold represents approximately $211.26M in transactions.



This page (NYSEARCA:XONE) was last updated on 12/21/2024 by MarketBeat.com Staff
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