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

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

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$491.66M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$187.07M
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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
4/25/2024Argus 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%
4/19/2024 Norden 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%
3/1/2024Creekmur Asset Management LLC4,704$234K0.1%N/A0.045%
2/14/2024Visionary Wealth Advisors32,391$1.61M0.1%-23.8%0.308%
2/14/2024Connectus Wealth LLC892,486$44.64M0.9%+5.3%8.484%
2/14/2024Vermillion & 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%
2/12/2024Stifel Financial Corp1,300,799$64.75M0.1%-31.4%12.365%
2/9/2024Orion Portfolio Solutions LLC278,165$13.85M0.2%+40.8%2.644%
2/8/2024Strait & 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%
2/7/2024Avantax Advisory Services Inc.21,071$1.05M0.0%-88.2%0.200%
2/7/2024Shore Point Advisors LLC14,769$735K0.5%+4.7%0.140%
2/7/2024 Astoria Portfolio Advisors LLC.4,030$200K0.1%N/A0.038%
2/7/2024Principal 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%
2/6/2024Benjamin Edwards Inc.44,624$2.22M0.5%-58.0%0.424%
2/5/2024 Norden Group LLC12,800$643K0.1%N/A0.122%
2/5/2024Silver Oak Securities Incorporated5,077$253K0.0%+270.0%0.048%
2/1/2024RWA Wealth Partners LLC24,150$1.20M0.0%N/A0.230%
2/1/2024Sigma Planning Corp12,445$620K0.0%-48.7%0.118%
2/1/2024 CWM LLC47,361$2.36M0.0%+15,428.2%0.450%
1/31/2024Tanager Wealth Management LLP373,547$18.68M3.4%+39.7%3.551%
1/26/2024Cerity Partners LLC8,252$411K0.0%N/A0.078%
1/26/2024Financial Guidance Group Inc.47,999$2.39M1.7%+251.6%0.456%
1/25/2024 Strategic Blueprint LLC9,392$468K0.0%N/A0.089%
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1/25/2024 WESPAC Advisors SoCal LLC38,507$1.92M0.6%-46.2%0.366%
1/17/2024Kingdom Financial Group LLC.15,075$750K0.7%N/A0.143%
1/16/20243EDGE Asset Management LP307,230$15.29M1.2%N/A2.920%
1/16/2024 Portside Wealth Group LLC23,822$1.19M0.2%N/A0.226%
1/16/2024 Salem Investment Counselors Inc.9,783$489K0.0%+3.4%0.093%
1/12/2024 Fortitude Family Office LLC907$45K0.0%N/A0.009%
1/8/2024 Richard P Slaughter Associates Inc4,934$246K0.1%N/A0.047%
1/3/2024EisnerAmper Wealth Management Corporate Benefits LLC5,197$259K0.1%N/A0.049%
12/1/2023B. Riley Wealth Advisors Inc.10,586$526K0.0%-12.0%0.101%
11/20/2023Silver Oak Securities Incorporated1,372$68K0.0%-73.3%0.013%
11/16/2023Strait & Sound Wealth Management LLC48,979$2.44M2.1%+27.5%0.466%
11/16/2023Smart Portfolios LLC118,533$5.90M10.6%-11.6%1.127%
11/15/2023WealthPlan Investment Management LLC6,110$304K0.0%N/A0.058%
11/13/2023Stifel Financial Corp1,897,135$94.35M0.1%N/A18.034%
11/13/2023Visionary Wealth Advisors42,531$2.12M0.2%N/A0.404%
11/13/2023Kestra Advisory Services LLC7,890$392K0.0%+7.9%0.075%
11/9/2023 WESPAC Advisors SoCal LLC71,634$3.56M1.2%N/A0.681%
11/8/2023HighTower Advisors LLC245,469$12.20M0.0%+2.4%2.333%
11/8/2023Tanager Wealth Management LLP267,373$13.30M2.8%+4,724.5%2.542%
11/8/2023Avantax Advisory Services Inc.178,748$8.89M0.1%+6.4%1.699%
11/7/2023Atria Investments Inc36,239$1.80M0.0%N/A0.344%
11/6/2023Sigma Planning Corp24,278$1.21M0.0%+42.4%0.231%
11/2/2023WealthPlan Investment Management LLC6,110$304K0.0%N/A0.058%
11/1/2023Orion Portfolio Solutions LLC197,509$9.82M0.1%-49.4%1.877%
10/30/2023 Exchange Capital Management Inc.12,681$631K0.1%N/A0.121%
10/23/2023Financial Guidance Group Inc.13,650$679K0.5%N/A0.130%
10/19/2023Warren Street Wealth Advisors LLC4,104$204K0.1%N/A0.039%
10/16/2023Shore Point Advisors LLC14,104$701K0.5%+1.6%0.134%
10/12/2023 Wealthcare Advisory Partners LLC9,226$459K0.0%+40.2%0.088%
10/11/2023Polaris Wealth Advisory Group LLC24,154$1.20M0.1%-89.2%0.230%
10/10/2023 Confluence Investment Management LLC617,601$30.71M0.5%N/A5.871%
10/5/2023 Wallace Advisory Group LLC5,822$289K0.2%N/A0.055%
9/1/2023 Portside Wealth Group LLC26,172$1.30M0.1%N/A0.249%
8/30/2023Strait & Sound Wealth Management LLC38,407$1.91M1.9%+278.5%0.365%
8/17/2023Orion Portfolio Solutions LLC390,513$19.40M0.2%N/A3.712%
8/14/2023Orion Portfolio Solutions LLC190,464$19.40M0.2%N/A1.810%
8/9/2023Flow Traders U.S. LLC448,186$22.26M1.0%+133.2%4.260%
8/7/2023Polaris Wealth Advisory Group LLC223,437$11.10M0.8%+802.6%2.124%
8/4/2023EverSource Wealth Advisors LLC2,107$105K0.0%N/A0.020%
8/3/2023 Municipal Employees Retirement System of Michigan4,502,743$223.67M3.2%+268.3%42.802%
8/2/2023Silver Oak Securities Incorporated5,133$255K0.0%N/A0.049%
8/2/2023Sigma Planning Corp17,054$847K0.0%N/A0.162%
8/1/2023 Portside Wealth Group LLC26,172$1.30M0.0%N/A0.870%
7/31/2023WealthPLAN Partners LLC5,583$277K0.0%+46.3%0.185%
7/31/2023NEIRG Wealth Management LLC14,706$731K0.1%N/A0.489%
7/20/2023 Exchange Traded Concepts LLC45,557$2.26M0.1%-8.1%1.514%
7/19/2023 Salem Investment Counselors Inc.9,458$470K0.0%+8.9%0.314%
7/19/2023Golden State Equity Partners13,814$686K0.2%N/A0.459%
7/17/2023 Wealthcare Advisory Partners LLC6,581$327K0.0%N/A0.219%
7/14/2023Shore Point Advisors LLC13,877$689K0.5%+9.1%0.461%
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7/14/2023Smart Portfolios LLC134,130$6.66M11.7%+0.5%4.456%
7/14/2023 Astoria Portfolio Advisors LLC.11,726$583K0.2%N/A0.390%
6/28/2023Relative Value Partners Group LLC7,750$388K0.0%N/A0.257%
5/15/2023Flow Traders U.S. LLC192,200$9.62M0.4%N/A6.628%
5/12/2023HighTower Advisors LLC227,956$11.41M0.0%N/A7.861%
5/10/2023WealthPLAN Partners LLC3,815$191K0.0%N/A0.132%
5/8/2023 Global Retirement Partners LLC2,953$147K0.0%N/A0.102%
5/4/2023 Municipal Employees Retirement System of Michigan1,222,422$61.17M0.9%+74.5%42.152%
5/3/2023Polaris Wealth Advisory Group LLC24,755$1.24M0.1%N/A0.854%
4/28/2023Avantax Advisory Services Inc.159,502$7.98M0.1%N/A5.500%
(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, 55 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), Stifel Financial Corp ($64.75M), Connectus Wealth LLC ($44.64M), Benjamin F. Edwards & Company Inc. ($43.48M), Confluence Investment Management LLC ($30.71M), Peak Financial Advisors LLC ($22.40M), and Flow Traders U.S. LLC ($22.26M).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 53 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 ($1.90M), Orion Portfolio Solutions LLC ($661.63K), Confluence Investment Management LLC ($617.60K), Flow Traders U.S. LLC ($448.19K), Peak Financial Advisors LLC ($447.50K), and Tanager Wealth Management LLP ($373.55K).

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

Institutional investors have bought a total of 10,453,268 shares in the last 24 months. This purchase volume represents approximately $520.12M in transactions.

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

Of the 15 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), Benjamin F. Edwards & Company Inc. ($361.90K), Polaris Wealth Advisory Group LLC ($199.28K), Orion Portfolio Solutions LLC ($193.00K), Avantax Advisory Services Inc. ($157.68K), and Benjamin Edwards Inc. ($61.70K).

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

Institutional investors have sold a total of 3,764,787 shares in the last 24 months. This volume of shares sold represents approximately $187.07M in transactions.


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This page (NYSEARCA:XONE) was last updated on 4/25/2024 by MarketBeat.com Staff

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