BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
XSVN
29 hedge funds and large institutions have $129M invested in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 4 closing their positions.
160% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 5
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
14% more capital invested
Capital invested by funds: $114M → $129M (+$15.4M)
12% more funds holding
Funds holding: 26 → 29 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6.12% less ownership
Funds ownership: 97.56% → 91.44% (-6.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$9.72M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$5.57M |
| 3 |
MFS
Mattson Financial Services
Kentwood,
Michigan
|
+$2.4M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.29M |
| 5 |
BFA
Brown Financial Advisors
Milford,
Ohio
|
+$699K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.6M |
| 2 |
JP Morgan Chase
New York
|
-$871K |
| 3 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$749K |
| 4 |
DE
Diversified Enterprises
Wilmington,
Delaware
|
-$337K |
| 5 |
Financial Engines Advisors
Santa Clara,
California
|
-$215K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAWM
26
Capital A Wealth Management
New Castle,
Pennsylvania
| $573 | +$562 | +12 | New |
|
|
BCMLT
27
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| $430 | +$421 | +9 | New |
|
28
Morgan Stanley
New York
| $66 | +$47 | +1 | New |
|
29
Wells Fargo
San Francisco,
California
| $24 | -$6.23K | -133 | -99% |
|
|
30
JP Morgan Chase
New York
| – | -$871K | -18,819 | Closed |
|
|
RIA
31
Regal Investment Advisors
Kentwood,
Michigan
| – | -$749K | -16,193 | Closed |
|
|
32
Financial Engines Advisors
Santa Clara,
California
| – | -$215K | -4,645 | Closed |
|
|
EPW
33
Endeavor Private Wealth
Topeka,
Kansas
| – | -$63.5K | -1,368 | Closed |
|
XSVN Hedge Fund Activity: Q1 2025 in Review
29 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) for Q1 2025, worth a combined $129M — up 14% from $114M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new XSVN positions and 4 closed out — a net gain of 4 holders — while 13 added to existing stakes and 5 trimmed.
The largest buyer was Gradient Investments, adding an estimated $9.72M. The largest seller was Bank of America, cutting an estimated $1.6M.
- 29 institutional investors held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) as of Q1 2025, up from 26 in Q4 2024.
- Funds reported $129M of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF stock for Q1 2025, up 14% quarter-over-quarter.
- 8 funds opened new BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF positions in Q1 2025 and 4 closed out, a net change of +4 holders.
- The largest BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF buyer in Q1 2025 was Gradient Investments, an estimated $9.72M added.
- The largest BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF seller in Q1 2025 was Bank of America, an estimated $1.6M sold.
Based on aggregated 13F filings for Q1 2025.