B
BondBloxx Bloomberg Three Year Target Duration US Treasury
XTRE • ARCA
BondBloxx Bloomberg Three Year Target Duration US Treasury is an exchange-traded fund on ARCA. As of Q3 2025, 40 institutional investors hold shares in this ETF, with total holdings valued at $179.4M. STRAIGHTLINE GROUP LLC is the largest holder with a position valued at $49.2M.
Overview
Overview of institutional ownership in XTRE as of Q3 2025
All Institutions
- Institutions
- 40
- Value Held
- $179.4M
- Shares Held
- 3.6M
- Avg Position
- $4.5M
- Median Position
- $1.2M
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in XTRE as of Q3 2025
| Institution | Position Value |
|---|---|
 STRAIGHTLINE GROUP LLC RIA/Wealth | $49.2M 28.34% of portfolio |
 Gradient Investments LLC RIA/Wealth | $34.6M 0.60% of portfolio |
$20.1M 0.24% of portfolio | |
 CWM, LLC RIA/Wealth | $18.8M 0.06% of portfolio |
N Nemes Rush Group LLC Institution | $9.3M 0.92% of portfolio |
 AE Wealth Management LLC RIA/Wealth | $5.7M 0.04% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $4.3M 0.00% of portfolio |
 Ausdal Financial Partners, Inc. RIA/Wealth | $4.1M 0.20% of portfolio |
 Mattson Financial Services, LLC RIA/Wealth | $3.8M 0.93% of portfolio |
 Smart Portfolios, LLC RIA/Wealth | $3.7M 3.58% of portfolio |
Net Capital Flow
Institutional buying and selling activity for XTRE in Q3 2025
- Traded
- +$13.1M
- Buyers
- 28
- Sellers
- 11
- Total Bought
- +$17.9M
- Total Sold
- −$4.8M
- Avg Position
- $4.2M
Biggest Buyers
| Institution | Net Bought |
|---|---|
AE Wealth Management LLC RIA/Wealth | +$3.4M +67.3K shares |
N Nemes Rush Group LLC Institution | +$2.4M +48.4K shares |
Gradient Investments LLC RIA/Wealth | +$2.2M +45.1K shares |
Ausdal Financial Partners, Inc. RIA/Wealth | +$2.2M +44.9K shares |
STRAIGHTLINE GROUP LLC RIA/Wealth | +$2.1M +42.7K shares |
 Lido Advisors, LLC RIA/Wealth | +$1.2M +24.8K shares |
D Dynamic Advisors Solutions LLC Institution | +$1.0M +20.8K shares |
 Meridian Wealth Management, LLC RIA/Wealth | +$449.3K +9.0K shares |
 FSA Investment Group, LLC RIA/Wealth | +$443.5K +8.9K shares |
P PARTNERS WEALTH MANAGEMENT, LLC Institution | +$401.5K +8.1K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$1.6M −31.7K shares |
 Advyzon Investment Management, LLC RIA/Wealth | −$1.1M −22.3K shares |
 Maridea Wealth Management LLC RIA/Wealth | −$762.3K −15.2K shares |
F FULLCIRCLE WEALTH LLC RIA/Wealth | −$490.3K −9.9K shares |
 Sunbelt Securities, Inc. RIA/Wealth | −$330.5K −6.8K shares |
 Csenge Advisory Group RIA/Wealth | −$212.9K −4.3K shares |
CWM, LLC RIA/Wealth | −$111.3K −2.2K shares |
J J HAGAN CAPITAL, INC. RIA/Wealth | −$90.9K −1.8K shares |
 Reyes Financial Architecture, Inc. RIA/Wealth | −$54.7K −1.1K shares |
 Barnes Wealth Management Group, Inc RIA/Wealth | −$52.1K −1.0K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited XTRE in Q3 2025
- New Positions
- 8
- New Value
- $2.6M
- Exited Positions
- 3
- Exited Value
- $2.1M
New Positions
| Institution | Position Value |
|---|---|
Lido Advisors, LLC RIA/Wealth | $1.2M 24.8K shares |
FSA Investment Group, LLC RIA/Wealth | $443.5K 8.9K shares |
G GTS SECURITIES LLC Institution | $254.1K 5.1K shares |
T Tower Research Capital LLC Institution | $248.0K 5.0K shares |
 Sigma Planning Corp RIA/Wealth | $217.4K 4.4K shares |
 Janney Montgomery Scott LLC RIA/Wealth | $204.0K 4.1K shares |
 Geneos Wealth Management Inc. RIA/Wealth | $41.6K 834.0 shares |
$5.1K 103.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $1.6M 31.7K shares |
Sunbelt Securities, Inc. RIA/Wealth | $330.5K 6.8K shares |
Csenge Advisory Group RIA/Wealth | $212.9K 4.3K shares |
Options Activity
Institutions with the largest Call and Put options positions in XTRE as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with XTRE as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
STRAIGHTLINE GROUP LLC RIA/Wealth | 28.34% $49.2M |
Smart Portfolios, LLC RIA/Wealth | 3.58% $3.7M |
P PARTNERS WEALTH MANAGEMENT, LLC Institution | 1.16% $1.2M |
P Paladin Wealth, LLC Institution | 0.97% $1.3M |
Mattson Financial Services, LLC RIA/Wealth | 0.93% $3.8M |
N Nemes Rush Group LLC Institution | 0.92% $9.3M |
B Brown Financial Advisors RIA/Wealth | 0.88% $2.3M |
Barnes Wealth Management Group, Inc RIA/Wealth | 0.80% $1.4M |
 Strait & Sound Wealth Management LLC RIA/Wealth | 0.66% $1.7M |
Gradient Investments LLC RIA/Wealth | 0.60% $34.6M |