BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
XSVN
12 hedge funds and large institutions have $73M invested in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 0 reducing their positions, and closing their positions.
180% more capital invested
Capital invested by funds: $26M → $73M (+$47M)
71% more funds holding
Funds holding: 7 → 12 (+5)
0.23% less ownership
Funds ownership: 100.96% → 100.73% (-0.23%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D
Diversified
Wilmington,
Delaware
|
+$29.5M |
| 2 |
AAG
Armstrong Advisory Group
Needham,
Massachusetts
|
+$5.6M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$3.68M |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$2.53M |
| 5 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$1.51M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
D
1
Diversified
Wilmington,
Delaware
| $30.7M | +$29.5M | +633,978 | New |
|
|
MERSOM
2
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
| $19.5M | – | – | – |
|
|
AAG
3
Armstrong Advisory Group
Needham,
Massachusetts
| $5.82M | +$5.6M | +120,313 | New |
|
|
WIM
4
WealthPlan Investment Management
Omaha,
Nebraska
| $4.32M | +$1.51M | +32,480 | +57% |
|
|
GI
5
Gradient Investments
Arden Hills,
Minnesota
| $3.83M | +$3.68M | +79,147 | New |
|
|
WP
6
WealthPLAN Partners
Omaha,
Nebraska
| $3.73M | +$46K | +988 | +1% |
|
|
7
Lido Advisors
Los Angeles,
California
| $2.63M | +$2.53M | +54,339 | New |
|
8
Jane Street
New York
| $922K | +$166K | +3,567 | +23% |
|
9
Citadel Advisors
Miami,
Florida
| $832K | +$276K | +5,924 | +52% |
|
10
Bank of Montreal
Toronto,
Ontario, Canada
| $475K | +$453K | +9,738 | +1,330% |
|
|
FTUS
11
Flow Traders U.S.
New York
| $243K | +$234K | +5,019 | New |
|
12
Bank of America
Charlotte,
North Carolina
| $48.1K | +$3.4K | +73 | +8% |
|
XSVN Hedge Fund Activity: Q4 2023 in Review
12 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) for Q4 2023, worth a combined $73M — up 180% from $26M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new XSVN positions and 0 closed out — a net gain of 5 holders — while 6 added to existing stakes and 0 trimmed.
The largest buyer was Diversified, opening a new position worth an estimated $29.5M.
- 12 institutional investors held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) as of Q4 2023, up from 7 in Q3 2023.
- Funds reported $73M of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF stock for Q4 2023, up 180% quarter-over-quarter.
- 5 funds opened new BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF positions in Q4 2023 and 0 closed out, a net change of +5 holders.
- The largest BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF buyer in Q4 2023 was Diversified, an estimated $29.5M added.
Based on aggregated 13F filings for Q4 2023.