We are live on ! Find out more
XSVN icon

BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF

41 hedge funds and large institutions have $155M invested in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

28% more funds holding

Funds holding: 3241 (+9)

10% more capital invested

Capital invested by funds: $141M → $155M (+$13.7M)

2.53% more ownership

Funds ownership: 101.62%104.15% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

Holders
41
Holders Change
+9
Holders Change %
+28.13%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
13
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
D
1
Diversified
Delaware
$33.1M +$967K +20,752 +3%
GI
2
Gradient Investments
Minnesota
$22.8M -$1.13M -24,245 -5%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$19M
Wells Fargo
4
Wells Fargo
California
$14.6M -$792K -16,995 -5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$10.1M +$3.87M +83,115 +63%
EWM
6
Executive Wealth Management
Michigan
$7.55M +$7.49M +160,636 New
AIM
7
Astor Investment Management
Illinois
$7.22M -$955K -20,494 -12%
WIM
8
WealthPlan Investment Management
Nebraska
$6.64M +$256K +5,499 +4%
WP
9
WealthPLAN Partners
Nebraska
$3.95M -$183K -3,936 -4%
3AM
10
3EDGE Asset Management
Florida
$3.46M -$1.68M -36,065 -33%
FTUS
11
Flow Traders U.S.
New York
$2.54M +$2.52M +53,982 New
Lido Advisors
12
Lido Advisors
California
$2.45M -$92.7K -1,989 -4%
LCGC
13
Legacy Capital Group California
California
$2.2M +$671K +14,388 +44%
AAG
14
Armstrong Advisory Group
Massachusetts
$2.18M -$3.44M -73,895 -61%
AI
15
Atria Investments
North Carolina
$2.13M +$18.6K +398 +0.9%
HighTower Advisors
16
HighTower Advisors
Illinois
$2.03M +$2.01M +43,110 New
BFA
17
Brown Financial Advisors
Ohio
$2.02M +$2.01M +43,051 New
MFS
18
Mattson Financial Services
Michigan
$2.02M +$2M +42,906 New
Bank of America
19
Bank of America
North Carolina
$1.6M +$1.54M +33,069 +3,327%
Jane Street
20
Jane Street
New York
$1.55M +$1.54M +32,974 New
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.13M +$1.12M +24,124 New
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$1.09M +$118K +2,538 +12%
GM
23
GeoWealth Management
Illinois
$706K +$189K +4,063 +37%
AWM
24
AE Wealth Management
Kansas
$690K +$28.4K +609 +4%
LCWP
25
Legacy Capital Wealth Partners
Arkansas
$393K +$390K +8,367 New

XSVN Hedge Fund Activity: Q2 2024 in Review

41 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) for Q2 2024, worth a combined $155M — up 9.7% from $141M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new XSVN positions and 3 closed out — a net gain of 9 holders — while 13 added to existing stakes and 14 trimmed.

The largest buyer was Executive Wealth Management, opening a new position worth an estimated $7.49M. The largest seller was Armstrong Advisory Group, cutting an estimated $3.44M.

  • 41 institutional investors held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) as of Q2 2024, up from 32 in Q1 2024.
  • Funds reported $155M of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF stock for Q2 2024, up 9.7% quarter-over-quarter.
  • 12 funds opened new BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF positions in Q2 2024 and 3 closed out, a net change of +9 holders.
  • The largest BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF buyer in Q2 2024 was Executive Wealth Management, an estimated $7.49M added.
  • The largest BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF seller in Q2 2024 was Armstrong Advisory Group, an estimated $3.44M sold.

Based on aggregated 13F filings for Q2 2024.