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BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (XTRE) Institutional Ownership

$48.79 +0.06 (+0.12%)
(As of 12/20/2024 04:34 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$26.05M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$2.04M
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XTRE Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/18/2024 Brown Financial Advisors62,533$3.13M1.3%+101.7%5.790%
10/31/2024 Smart Portfolios LLC78,206$3.91M4.0%-19.7%7.241%
10/29/2024 Fullcircle Wealth LLC14,167$697K0.3%N/A1.312%
10/11/2024 Paladin Wealth LLC18,308$915K0.8%N/A1.695%
10/8/2024 Dynamic Advisor Solutions LLC5,733$287K0.0%N/A0.531%
9/30/2024 Mattson Financial Services LLC31,107$1.52M0.5%N/A2.880%
8/30/2024 Brown Financial Advisors31,000$1.51M0.7%N/A2.870%
7/18/2024 Gradient Investments LLC350,802$17.08M0.4%-6.0%32.482%
4/23/2024 Gradient Investments LLC373,032$18.24M0.4%+543.2%34.863%
4/15/2024 Wealthcare Advisory Partners LLC19,198$939K0.0%N/A1.794%
4/15/2024 Sunbelt Securities Inc.6,776$331K0.0%N/A0.633%
1/18/2024 Gradient Investments LLC57,997$2.86M0.1%N/A10.357%
11/16/2023 Smart Portfolios LLC107,932$5.22M9.4%+0.5%19.274%
7/14/2023 Smart Portfolios LLC107,421$5.25M9.2%N/A23.352%
(Data available from 1/1/2016 forward)

XTRE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XTRE shares?

During the previous two years, 9 institutional investors and hedge funds held shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF. The most heavily invested institutionals were Gradient Investments LLC ($17.08M), Smart Portfolios LLC ($3.91M), Brown Financial Advisors ($3.13M), Mattson Financial Services LLC ($1.52M), Wealthcare Advisory Partners LLC ($939K), Paladin Wealth LLC ($915K), and Fullcircle Wealth LLC ($697K).Learn more on XTRE's institutional investors.

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

Of the 9 institutional investors that purchased BondBloxx Bloomberg Three 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: Gradient Investments LLC ($373.03K), Smart Portfolios LLC ($107.93K), Brown Financial Advisors ($62.53K), Mattson Financial Services LLC ($31.11K), Wealthcare Advisory Partners LLC ($19.20K), Paladin Wealth LLC ($18.31K), and Fullcircle Wealth LLC ($14.17K).

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

Institutional investors have bought a total of 638,786 shares in the last 24 months. This purchase volume represents approximately $31.32M in transactions.

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

The following institutional investors have sold BondBloxx Bloomberg Three Year Target Duration US Treasury ETF stock in the last 24 months: Gradient Investments LLC ($22.23K), and Smart Portfolios LLC ($19.16K).

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

Institutional investors have sold a total of 41,393 shares in the last 24 months. This volume of shares sold represents approximately $2.04M in transactions.



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