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BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
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32 hedge funds and large institutions have $141M invested in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

667% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 3

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

167% more funds holding

Funds holding: 12 → 32 (+20)

94% more capital invested

Capital invested by funds: $73M → $141M (+$68.4M)

0.89% more ownership

Funds ownership: 100.73% → 101.62% (+0.89%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
32
Holders Change
+20
Holders Change %
+166.67%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
5
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
+$20.5M
2
Wells Fargo
Wells Fargo
California
+$15.6M
3
AIM
Astor Investment Management
Illinois
+$8.28M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.3M
5
3AM
3EDGE Asset Management
Florida
+$5.22M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$922K
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$475K
3
FTUS
Flow Traders U.S.
New York
-$243K
4
Lido Advisors
Lido Advisors
California
-$8.94K
Name Holding Trade Value Shares
Change 		Change in
Stake
D
1
Diversified
Delaware
$32.4M +$2.35M +49,331 +8%
GI
2
Gradient Investments
Minnesota
$24.2M +$20.5M +431,047 +545%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$19.2M – – –
Wells Fargo
4
Wells Fargo
California
$15.6M +$15.6M +328,374 New
AIM
5
Astor Investment Management
Illinois
$8.27M +$8.28M +174,128 New
WIM
6
WealthPlan Investment Management
Nebraska
$6.45M +$2.21M +46,528 +52%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$6.29M +$6.3M +132,419 New
AAG
8
Armstrong Advisory Group
Massachusetts
$5.82M – – –
3AM
9
3EDGE Asset Management
Florida
$5.2M +$5.22M +109,629 New
WP
10
WealthPLAN Partners
Nebraska
$4.17M +$510K +10,713 +14%
Lido Advisors
11
Lido Advisors
California
$2.57M -$8.94K -188 -0.3%
AI
12
Atria Investments
North Carolina
$2.14M +$2.14M +44,999 New
Citadel Advisors
13
Citadel Advisors
Florida
$1.86M +$1.05M +22,066 +128%
LCGC
14
Legacy Capital Group California
California
$1.54M +$1.54M +32,343 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.06M +$1.06M +22,282 New
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$979K +$981K +20,619 New
AWM
17
AE Wealth Management
Kansas
$668K +$669K +14,062 New
GM
18
GeoWealth Management
Illinois
$520K +$522K +10,964 New
ECA
19
Elevated Capital Advisors
Utah
$449K +$450K +9,464 New
CW
20
CreativeOne Wealth
Kansas
$352K +$352K +7,404 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$247K +$247K +5,195 New
ASN
22
Advisory Services Network
Georgia
$243K +$243K +5,118 New
AWM
23
Axxcess Wealth Management
California
$220K +$221K +4,643 New
DC
24
Davenport & Co
Virginia
$220K +$221K +4,642 New
KAS
25
Kestra Advisory Services
Texas
$215K +$216K +4,530 New
1
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XSVN Hedge Fund Activity: Q1 2024 in Review

32 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) for Q1 2024, worth a combined $141M — up 94% from $73M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new XSVN positions and 3 closed out — a net gain of 20 holders — while 5 added to existing stakes and 1 trimmed.

The largest buyer was Gradient Investments, adding an estimated $20.5M. The largest seller was Jane Street, exiting entirely with an estimated $922K sold.

  • 32 institutional investors held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) as of Q1 2024, up from 12 in Q4 2023.
  • Funds reported $141M of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF stock for Q1 2024, up 94% quarter-over-quarter.
  • 23 funds opened new BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF positions in Q1 2024 and 3 closed out, a net change of +20 holders.
  • The largest BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF buyer in Q1 2024 was Gradient Investments, an estimated $20.5M added.
  • The largest BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF seller in Q1 2024 was Jane Street, an estimated $922K sold.

Based on aggregated 13F filings for Q1 2024.