Who Owns XTRE?
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF — Institutional Ownership & 13F Holdings
$49.42
-0.04 (-0.09%)
Market Cap
$231.3M
Shares Outstanding
4,947,377
Institutional Holders
33
Total Inst. Value
$129.3M
% of Float Held
—
QoQ Holder Change
+22
Institutional data as of Q1 2025
New Positions
12
Closed Positions
5
Increased
13
Decreased
5
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | STRAIGHTLINE GROUP LLCNew | $45.3M | 915,543 |
| 2 | Gradient Investments LLC | $30.4M | 613,391 |
| 3 | Municipal Employees' Retirement System of Michigan | $19.9M | 402,313 |
| 4 | Nemes Rush Group LLC | $4.9M | 98,094 |
| 5 | Smart Portfolios, LLC | $3.8M | 75,932 |
| 6 | Mattson Financial Services, LLC | $3.5M | 71,213 |
| 7 | BANK OF AMERICA CORP /DE/ | $2.6M | 52,050 |
| 8 | AE Wealth Management LLC | $2.3M | 45,736 |
| 9 | Brown Financial Advisors | $2.2M | 44,525 |
| 10 | Wealthcare Advisory Partners LLC | $1.6M | 32,798 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| STRAIGHTLINE GROUP LLCNew | +916K | $45.3M |
| Gradient Investments LLC | +126K | $30.4M |
| Nemes Rush Group LLC | +31K | $4.9M |
| BANK OF AMERICA CORP /DE/ | +9K | $2.6M |
| AE Wealth Management LLC | +32K | $2.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Mattson Financial Services, LLC | -18K | $3.5M |
| Smart Portfolios, LLC | -2K | $3.8M |
| JANE STREET GROUP, LLC | -730 | $600K |
| CITADEL ADVISORS LLC | -491 | $411K |
| UBS Group AG | -133 | $16K |
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Frequently Asked Questions
How many institutional investors hold XTRE?
As of Q1 2025, 33 institutional investors report holding XTRE (BondBloxx Bloomberg Three Year Target Duration US Treasury ETF) in their 13F filings.
Which hedge fund owns the most XTRE?
The largest institutional holder of XTRE is STRAIGHTLINE GROUP LLC with $45.3M in shares.
Are institutions buying or selling XTRE?
This quarter, 12 institutions opened new positions in XTRE and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.