BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
XSVN
6 hedge funds and large institutions have $25M invested in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 3 reducing their positions, and 0 closing their positions.
50% more funds holding
Funds holding: 4 → 6 (+2)
6% less capital invested
Capital invested by funds: $26.5M → $25M (-$1.54M)
6.56% less ownership
Funds ownership: 98.66% → 92.1% (-6.6%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$586K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.46K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$873K |
| 2 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$429K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$123K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MERSOM
1
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
| $19.5M | – | – | – |
|
|
WP
2
WealthPLAN Partners
Omaha,
Nebraska
| $2.49M | -$873K | -17,720 | -26% |
|
|
WIM
3
WealthPlan Investment Management
Omaha,
Nebraska
| $1.74M | -$429K | -8,713 | -20% |
|
|
4
Citadel Advisors
Miami,
Florida
| $607K | -$123K | -2,488 | -17% |
|
|
5
Jane Street
New York
| $575K | +$586K | +11,894 | New |
|
|
6
Bank of America
Charlotte,
North Carolina
| $2.42K | +$2.46K | +50 | New |
|
XSVN Hedge Fund Activity: Q2 2023 in Review
6 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) for Q2 2023, worth a combined $25M — down 5.8% from $26.5M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new XSVN positions and 0 closed out — a net gain of 2 holders — while 0 added to existing stakes and 3 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $586K. The largest seller was WealthPLAN Partners, cutting an estimated $873K.
- 6 institutional investors held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) as of Q2 2023, up from 4 in Q1 2023.
- Funds reported $25M of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF stock for Q2 2023, down 5.8% quarter-over-quarter.
- 2 funds opened new BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF positions in Q2 2023 and 0 closed out, a net change of +2 holders.
- The largest BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF buyer in Q2 2023 was Jane Street, an estimated $586K added.
- The largest BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF seller in Q2 2023 was WealthPLAN Partners, an estimated $873K sold.
Based on aggregated 13F filings for Q2 2023.