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BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
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26 hedge funds and large institutions have $114M invested in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

30.13% less ownership

Funds ownership: 127.69% → 97.56% (-30%)

40% less capital invested

Capital invested by funds: $190M → $114M (-$75.9M)

41% less funds holding

Funds holding: 44 → 26 (-18)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

76% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 21

Holders
26
Holders Change
-18
Holders Change %
-40.91%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
5
Increased
11
Reduced
9
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
+$10.2M
2
AWM
AE Wealth Management
Kansas
+$3.76M
3
JP Morgan Chase
JP Morgan Chase
New York
+$890K
4
BFA
Brown Financial Advisors
Ohio
+$801K
5
Bank of America
Bank of America
North Carolina
+$635K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$14.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$13.8M
3
AIM
Astor Investment Management
Illinois
-$6.87M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$3.47M
5
3AM
3EDGE Asset Management
Florida
-$2.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
DE
1
Diversified Enterprises
Delaware
$32.8M -$347K -7,330 -1%
GI
2
Gradient Investments
Minnesota
$23.5M +$10.2M +214,965 +73%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$18.7M – – –
EWM
4
Executive Wealth Management
Michigan
$7.79M +$208K +4,396 +3%
Bank of America
5
Bank of America
North Carolina
$5.69M +$635K +13,428 +12%
AWM
6
AE Wealth Management
Kansas
$4.32M +$3.76M +79,518 +574%
AIC
7
Archer Investment Corporation
Indiana
$3.54M +$337K +7,127 +10%
Lido Advisors
8
Lido Advisors
California
$3M +$556K +11,745 +22%
3AM
9
3EDGE Asset Management
Florida
$3M -$2.48M -52,461 -45%
FTUS
10
Flow Traders U.S.
New York
$1.96M -$311K -6,568 -13%
BFA
11
Brown Financial Advisors
Ohio
$1.77M +$801K +16,927 +80%
MFS
12
Mattson Financial Services
Michigan
$1.51M -$564K -11,925 -28%
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$1.34M +$199K +4,204 +17%
AAG
14
Armstrong Advisory Group
Massachusetts
$944K +$352K +7,446 +57%
JP Morgan Chase
15
JP Morgan Chase
New York
$871K +$890K +18,819 New
RIA
16
Regal Investment Advisors
Michigan
$749K +$86K +1,819 +13%
PW
17
Paladin Wealth
Minnesota
$681K +$400K +8,451 +135%
DAS
18
Dynamic Advisor Solutions
Arizona
$476K +$487K +10,296 New
WIM
19
WealthPlan Investment Management
Nebraska
$409K -$214K -4,516 -34%
Jane Street
20
Jane Street
New York
$301K -$132K -2,780 -30%
Financial Engines Advisors
21
Financial Engines Advisors
California
$215K +$220K +4,645 New
Osaic Holdings
22
Osaic Holdings
Arizona
$64.2K -$3.03K -64 -4%
EPW
23
Endeavor Private Wealth
Kansas
$63.5K +$64.7K +1,368 New
NRG
24
Nemes Rush Group
Michigan
$60.9K +$62.3K +1,316 New
MG
25
Mather Group
Illinois
$16.8K -$8.47K -179 -33%
1
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XSVN Hedge Fund Activity: Q4 2024 in Review

26 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) for Q4 2024, worth a combined $114M — down 40% from $190M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of XSVN and 5 opened new positions — a net loss of 16 holders — while 9 trimmed existing stakes and 11 added.

The largest buyer was Gradient Investments, adding an estimated $10.2M. The largest seller was Wells Fargo, cutting an estimated $14.1M.

  • 26 institutional investors held BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) as of Q4 2024, down from 44 in Q3 2024.
  • Funds reported $114M of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF stock for Q4 2024, down 40% quarter-over-quarter.
  • 5 funds opened new BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF positions in Q4 2024 and 21 closed out, a net change of -16 holders.
  • The largest BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF buyer in Q4 2024 was Gradient Investments, an estimated $10.2M added.
  • The largest BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF seller in Q4 2024 was Wells Fargo, an estimated $14.1M sold.

Based on aggregated 13F filings for Q4 2024.