BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
XSVN
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.
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
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$3.4M |
| 2 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$2.19M |
| 3 |
Jane Street
New York
|
-$469K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$338K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$116K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MERSOM
1
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
| $20.1M | – | – | – |
|
|
WP
2
WealthPLAN Partners
Omaha,
Nebraska
| $3.44M | -$2.19M | -44,681 | -39% |
|
|
WIM
3
WealthPlan Investment Management
Omaha,
Nebraska
| $2.22M | -$3.4M | -69,168 | -61% |
|
|
4
Citadel Advisors
Miami,
Florida
| $748K | -$116K | -2,369 | -14% |
|
|
5
Jane Street
New York
| – | -$469K | -9,722 | Closed |
|
|
FTUS
6
Flow Traders U.S.
New York
| – | -$338K | -7,010 | Closed |
|
XSVN Hedge Fund Activity: Q1 2023 in Review
4 of the 6,275 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.