BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
XSVN
44 hedge funds and large institutions have $190M invested in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 5 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
23.54% more ownership
Funds ownership: 104.15% → 127.69% (+24%)
22% more capital invested
Capital invested by funds: $155M → $190M (+$34.5M)
7% more funds holding
Funds holding: 41 → 44 (+3)
35% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.66M |
| 2 |
AIC
Archer Investment Corporation
Carmel,
Indiana
|
+$3.36M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.18M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.26M |
| 5 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$2.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$9.29M |
| 2 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$6.2M |
| 3 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$3.95M |
| 4 |
AAG
Armstrong Advisory Group
Needham,
Massachusetts
|
-$1.62M |
| 5 |
Jane Street
New York
|
-$1.15M |
XSVN Hedge Fund Activity: Q3 2024 in Review
44 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) for Q3 2024, worth a combined $190M — up 22% from $155M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new XSVN positions and 5 closed out — a net gain of 3 holders — while 13 added to existing stakes and 20 trimmed.
The largest buyer was Bank of America, adding an estimated $3.66M. The largest seller was Gradient Investments, cutting an estimated $9.29M.
- 44 institutional investors held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) as of Q3 2024, up from 41 in Q2 2024.
- Funds reported $190M of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF stock for Q3 2024, up 22% quarter-over-quarter.
- 8 funds opened new BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF positions in Q3 2024 and 5 closed out, a net change of +3 holders.
- The largest BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF buyer in Q3 2024 was Bank of America, an estimated $3.66M added.
- The largest BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF seller in Q3 2024 was Gradient Investments, an estimated $9.29M sold.
Based on aggregated 13F filings for Q3 2024.