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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
$49.63 +0.04 (+0.08%)
As of 02/21/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
83
Total
Institutional Inflows
(last 12 months)
$305.91M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$141.46M
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XONE Institutional Buying and Selling by Quarter

BondBloxx Bloomberg One Year 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
2/19/2025 Formidable Asset Management LLC4,834$239K0.0%N/A0.058%
2/18/2025 Strait & Sound Wealth Management LLC66,902$3.31M1.5%+38.3%0.802%
2/17/2025 Measured Risk Portfolios Inc.3,742$185K0.2%N/A0.045%
2/17/2025 Focus Partners Wealth753,634$37.47M0.1%N/A9.036%
2/17/2025 Cetera Investment Advisers46,397$2.30M0.0%N/A0.556%
2/17/2025 Cary Street Partners Financial LLC20,237$1.00M0.0%N/A0.243%
2/17/2025 Baird Financial Group Inc.72,467$3.59M0.0%+581.0%0.869%
2/17/2025 Bank of America Corp DE658,123$32.60M0.0%+312.4%7.891%
2/17/2025 Aptus Capital Advisors LLC202,050$10.05M0.1%+478.6%2.423%
2/14/2025 Kovitz Investment Group Partners LLC28,145$1.39M0.0%N/A0.337%
2/14/2025 GeoWealth Management LLC9,498$471K0.0%N/A0.114%
2/13/2025 NewEdge Advisors LLC15,534$770K0.0%N/A0.186%
2/13/2025 Regal Investment Advisors LLC20,805$1.03M0.1%+10.2%0.249%
2/13/2025 CreativeOne Wealth LLC7,286$361K0.0%N/A0.087%
2/13/2025 Townsquare Capital LLC73,532$3.64M0.0%-43.4%0.882%
2/13/2025 Advisory Services Network LLC4,773$236K0.0%N/A0.057%
2/13/2025 Straightline Group LLC889,764$44.08M28.9%N/A10.669%
2/13/2025 Envestnet Asset Management Inc.203,506$10.08M0.0%+1,778.7%2.440%
2/13/2025 Wells Fargo & Company MN292,905$14.51M0.0%N/A3.512%
2/12/2025 World Investment Advisors11,390$564K0.0%-59.0%0.137%
2/12/2025 Creekmur Asset Management LLC2,680$133K0.0%+17.5%0.032%
2/12/2025 Nemes Rush Group LLC50,817$2.52M0.3%N/A0.609%
2/12/2025 Orion Portfolio Solutions LLC181,093$8.97M0.1%-34.9%2.171%
2/11/2025 LPL Financial LLC6,338$314K0.0%+6.2%0.076%
2/10/2025 BlackDiamond Wealth Management LLC13,126$650K0.4%+47.0%0.157%
2/10/2025 Axxcess Wealth Management LLC4,382$217K0.0%N/A0.053%
2/10/2025 Avantax Advisory Services Inc.185,805$9.21M0.1%+127.0%2.228%
2/10/2025 Farther Finance Advisors LLC20,529$1.02M0.0%+1,295.6%0.246%
2/10/2025 Smart Portfolios LLC79,728$3.95M4.1%+59.2%0.956%
2/7/2025 HighTower Advisors LLC207,752$10.29M0.0%-24.8%2.491%
2/6/2025 Atria Investments Inc41,266$2.04M0.0%+444.8%0.495%
2/6/2025 Crew Capital Management Ltd.10,309$511K0.4%N/A0.124%
2/4/2025 Exchange Capital Management Inc.53,642$2.66M0.4%+32.7%0.643%
2/4/2025 Bank of New York Mellon Corp4,363$216K0.0%N/A0.052%
2/4/2025 IFP Advisors Inc14,241$705K0.0%-39.1%0.171%
2/3/2025 Sigma Planning Corp30,225$1.50M0.0%+5.5%0.362%
2/3/2025 Blackston Financial Advisory Group LLC4,856$241K0.1%N/A0.058%
2/3/2025 Legacy Capital Group California Inc.37,807$1.87M0.6%N/A0.453%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors5,324$264K0.0%-4.4%0.064%
1/31/2025 Kestra Investment Management LLC618$31K0.0%N/A0.007%
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1/30/2025 Legacy Capital Wealth Partners LLC7,533$373K0.1%N/A0.090%
1/30/2025 Financial Guidance Group Inc.202,050$10.01M5.5%+478.6%2.423%
1/29/2025 Warren Street Wealth Advisors LLC71,570$3.55M1.5%+0.3%0.858%
1/27/2025 Argus Investors Counsel Inc.10,866$538K0.4%+7.8%0.130%
1/27/2025 Silver Oak Securities Incorporated5,599$277K0.0%+4.5%0.067%
1/27/2025 Legacy CG LLC29,505$1.46M0.4%+10.5%0.354%
1/27/2025 Tanager Wealth Management LLP32,896$1.64M0.2%+125.9%0.394%
1/24/2025 DAVENPORT & Co LLC4,726$234K0.0%N/A0.057%
1/23/2025 New Wave Wealth Advisors LLC1,158$57K0.0%N/A0.014%
1/22/2025 Astor Investment Management LLC133,601$6.62M3.4%N/A1.602%
1/21/2025 Geneos Wealth Management Inc.3,373$167K0.0%N/A0.040%
1/21/2025 Dynamic Advisor Solutions LLC6,880$341K0.0%N/A0.082%
1/17/2025 New Century Financial Group LLC7,910$392K0.2%N/A0.095%
1/17/2025 Endeavor Private Wealth Inc.1,100$54K0.1%N/A0.013%
1/17/2025 Raleigh Capital Management Inc.2,728$135K0.1%N/A0.033%
1/17/2025 Janney Montgomery Scott LLC41,507$2.06M0.0%+67.3%0.498%
1/17/2025 Global Trust Asset Management LLC754$37K0.0%N/A0.009%
1/16/2025 Sugar Maple Asset Management LLC1,409$70K0.1%N/A0.017%
1/16/2025 Wealthquest Corp9,127$452K0.0%+88.0%0.109%
1/16/2025 Shore Point Advisors LLC15,967$791K0.4%+1.6%0.191%
1/16/2025 Access Financial Services Inc.159,464$7.90M3.5%N/A1.912%
1/15/2025 Astoria Portfolio Advisors LLC.8,031$398K0.1%-7.4%0.096%
1/15/2025 Wealthcare Advisory Partners LLC26,939$1.34M0.0%+11.5%0.323%
1/14/2025 Laurel Wealth Advisors LLC9,545$473K0.1%+103.3%0.114%
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%
11/21/2024SkyView 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%
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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%
(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, 115 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), Straightline Group LLC ($44.08M), Benjamin F. Edwards & Company Inc. ($43.48M), Focus Partners Wealth ($37.47M), and Bank of America Corp DE ($32.60M).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 110 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 ($3.80M), Stifel Financial Corp ($2.29M), Straightline Group LLC ($889.76K), Confluence Investment Management LLC ($768.02K), Focus Partners Wealth ($753.63K), Orion Portfolio Solutions LLC ($668.24K), and Bank of America Corp DE ($498.53K).

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

Institutional investors have bought a total of 16,207,777 shares in the last 24 months. This purchase volume represents approximately $805.63M in transactions.

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

Of the 33 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 ($303.53K), 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 4,500,290 shares in the last 24 months. This volume of shares sold represents approximately $223.57M in transactions.


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This page (NYSEARCA:XONE) was last updated on 2/22/2025 by MarketBeat.com Staff
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