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BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
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26 hedge funds and large institutions have $114M invested in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

30.13% less ownership

Funds ownership: 127.69% → 97.56% (-30%)

40% less capital invested

Capital invested by funds: $190M → $114M (-$75.9M)

41% less funds holding

Funds holding: 44 → 26 (-18)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

76% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 21

Holders
26
Holders Change
-18
Holders Change %
-40.91%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
5
Increased
11
Reduced
9
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
+$10.2M
2
AWM
AE Wealth Management
Kansas
+$3.76M
3
JP Morgan Chase
JP Morgan Chase
New York
+$890K
4
BFA
Brown Financial Advisors
Ohio
+$801K
5
Bank of America
Bank of America
North Carolina
+$635K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$14.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$13.8M
3
AIM
Astor Investment Management
Illinois
-$6.87M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$3.47M
5
3AM
3EDGE Asset Management
Florida
-$2.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$6.2K -$14.1M -297,462 -100%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
– -$13.8M -281,269 Closed
AIM
28
Astor Investment Management
Illinois
– -$6.87M -140,114 Closed
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
– -$3.47M -70,748 Closed
LCGC
30
Legacy Capital Group California
California
– -$2.26M -46,000 Closed
HighTower Advisors
31
HighTower Advisors
Illinois
– -$2.22M -45,346 Closed
AI
32
Atria Investments
North Carolina
– -$2.19M -44,729 Closed
NCFG
33
New Century Financial Group
New Jersey
– -$928K -18,922 Closed
OMC
34
Old Mission Capital
Illinois
– -$591K -12,049 Closed
GM
35
GeoWealth Management
Illinois
– -$569K -11,604 Closed
LCWP
36
Legacy Capital Wealth Partners
Arkansas
– -$394K -8,040 Closed
CW
37
CreativeOne Wealth
Kansas
– -$352K -7,179 Closed
ASN
38
Advisory Services Network
Georgia
– -$239K -5,090 Closed
DC
39
Davenport & Co
Virginia
– -$229K -4,667 Closed
Bank of New York Mellon
40
Bank of New York Mellon
New York
– -$218K -4,446 Closed
AWM
41
Axxcess Wealth Management
California
– -$214K -4,367 Closed
KAS
42
Kestra Advisory Services
Texas
– -$206K -4,198 Closed
FCM
43
Fourpath Capital Management
Oklahoma
– -$192K -3,923 Closed
RCM
44
Raleigh Capital Management
North Carolina
– -$139K -2,823 Closed
FHA
45
First Horizon Advisors
Tennessee
– -$31.8K -648 Closed
HI
46
Harbour Investments
Wisconsin
– -$23K -469 Closed
APC
47
Aspire Private Capital
North Carolina
– -$3.29K -67 Closed
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XSVN Hedge Fund Activity: Q4 2024 in Review

26 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) for Q4 2024, worth a combined $114M — down 40% from $190M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of XSVN and 5 opened new positions — a net loss of 16 holders — while 9 trimmed existing stakes and 11 added.

The largest buyer was Gradient Investments, adding an estimated $10.2M. The largest seller was Wells Fargo, cutting an estimated $14.1M.

  • 26 institutional investors held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) as of Q4 2024, down from 44 in Q3 2024.
  • Funds reported $114M of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF stock for Q4 2024, down 40% quarter-over-quarter.
  • 5 funds opened new BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF positions in Q4 2024 and 21 closed out, a net change of -16 holders.
  • The largest BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF buyer in Q4 2024 was Gradient Investments, an estimated $10.2M added.
  • The largest BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF seller in Q4 2024 was Wells Fargo, an estimated $14.1M sold.

Based on aggregated 13F filings for Q4 2024.