BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
XSVN
7 hedge funds and large institutions have $26M invested in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
17% more funds holding
Funds holding: 6 → 7 (+1)
8.85% more ownership
Funds ownership: 92.1% → 100.96% (+8.9%)
4% more capital invested
Capital invested by funds: $25M → $26M (+$1.09M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$1.17M |
| 2 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$988K |
| 3 |
Jane Street
New York
|
+$171K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$41.2K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$34.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$59.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MERSOM
1
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
| $18.6M | – | – | – |
|
|
WP
2
WealthPLAN Partners
Omaha,
Nebraska
| $3.51M | +$1.17M | +24,744 | +48% |
|
|
WIM
3
WealthPlan Investment Management
Omaha,
Nebraska
| $2.62M | +$988K | +20,884 | +58% |
|
|
4
Jane Street
New York
| $714K | +$171K | +3,605 | +30% |
|
|
5
Citadel Advisors
Miami,
Florida
| $520K | -$59.4K | -1,255 | -10% |
|
|
6
Bank of America
Charlotte,
North Carolina
| $42.4K | +$41.2K | +871 | +1,742% |
|
|
7
Bank of Montreal
Toronto,
Ontario, Canada
| $34.3K | +$34.6K | +732 | New |
|
XSVN Hedge Fund Activity: Q3 2023 in Review
7 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) for Q3 2023, worth a combined $26M — up 4.3% from $25M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new XSVN positions and 0 closed out — a net gain of 1 holder — while 4 added to existing stakes and 1 trimmed.
The largest buyer was WealthPLAN Partners, adding an estimated $1.17M. The largest seller was Citadel Advisors, cutting an estimated $59.4K.
- 7 institutional investors held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) as of Q3 2023, up from 6 in Q2 2023.
- Funds reported $26M of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF stock for Q3 2023, up 4.3% quarter-over-quarter.
- 1 fund opened new BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF positions in Q3 2023 and 0 closed out, a net change of +1 holder.
- The largest BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF buyer in Q3 2023 was WealthPLAN Partners, an estimated $1.17M added.
- The largest BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF seller in Q3 2023 was Citadel Advisors, an estimated $59.4K sold.
Based on aggregated 13F filings for Q3 2023.