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BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
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4 hedge funds and large institutions have $26.5M invested in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% less capital invested

Capital invested by funds: $32.2M → $26.5M (-$5.7M)

33% less funds holding

Funds holding: 6 → 4 (-2)

52.64% less ownership

Funds ownership: 151.3% → 98.66% (-53%)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 3

Holders
4
Holders Change
-2
Holders Change %
-33.33%
% of All Funds
0.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
WIM
WealthPlan Investment Management
Nebraska
-$3.4M
2
WP
WealthPLAN Partners
Nebraska
-$2.19M
3
Jane Street
Jane Street
New York
-$469K
4
FTUS
Flow Traders U.S.
New York
-$338K
5
Citadel Advisors
Citadel Advisors
Florida
-$116K

XSVN Hedge Fund Activity: Q1 2023 in Review

4 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) for Q1 2023, worth a combined $26.5M — down 18% from $32.2M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of XSVN and 0 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 0 added.

The largest seller was WealthPlan Investment Management, cutting an estimated $3.4M.

  • 4 institutional investors held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) as of Q1 2023, down from 6 in Q4 2022.
  • Funds reported $26.5M of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF stock for Q1 2023, down 18% quarter-over-quarter.
  • 0 funds opened new BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF positions in Q1 2023 and 2 closed out, a net change of -2 holders.
  • The largest BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF seller in Q1 2023 was WealthPlan Investment Management, an estimated $3.4M sold.

Based on aggregated 13F filings for Q1 2023.