We are live on ! Find out more
XTEN icon

BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN

114 hedge funds and large institutions have $572M invested in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,025% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 8

256% more funds holding

Funds holding: 32 → 114 (+82)

137% more capital invested

Capital invested by funds: $242M → $572M (+$331M)

100% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 7

0.41% more ownership

Funds ownership: 102.26% → 102.67% (+0.41%)

Holders
114
Holders Change
+82
Holders Change %
+256.25%
% of All Funds
1.53%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
90
Increased
14
Reduced
7
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OIA
OneDigital Investment Advisors
Kansas
+$64.6M
2
PCIA
Prime Capital Investment Advisors
Kansas
+$46.1M
3
JP Morgan Chase
JP Morgan Chase
New York
+$32.8M
4
Bank of America
Bank of America
North Carolina
+$25.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$17.6M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$2.78M
2
FTUS
Flow Traders U.S.
New York
-$1.81M
3
Comerica Bank
Comerica Bank
Texas
-$1.77M
4
Jane Street
Jane Street
New York
-$1.13M
5
TWM
Tanager Wealth Management
United Kingdom
-$814K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFN
26
Focus Financial Network
Minnesota
$2.43M +$2.37M +52,149 New
MFS
27
Mattson Financial Services
Michigan
$2.17M +$2.12M +46,660 New
TWM
28
Tradition Wealth Management
Minnesota
$1.99M +$1.95M +42,740 New
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$1.77M +$1.71M +37,560 +9,251%
NCM
30
Northwest Capital Management
Oregon
$1.75M +$1.71M +37,579 New
CIAS
31
CFS Investment Advisory Services
New Jersey
$1.74M +$1.71M +37,446 New
TF
32
Theory Financial
Colorado
$1.73M +$1.69M +37,184 New
LPL Financial
33
LPL Financial
California
$1.46M +$1.43M +31,347 New
CWS
34
Cypress Wealth Services
California
$1.45M +$1.41M +31,032 New
BFA
35
Brown Financial Advisors
Ohio
$1.42M +$179K +3,924 +15%
MLA
36
My Legacy Advisors
Oregon
$1.28M +$1.25M +27,426 New
MW
37
Maia Wealth
Colorado
$1.28M +$1.28M +28,041 New
MCM
38
M1 Capital Management
Michigan
$1.2M +$1.18M +25,818 New
Jane Street
39
Jane Street
New York
$1.19M -$1.13M -24,860 -49%
EFG
40
Ehrlich Financial Group
California
$1.15M +$1.12M +24,650 New
HighTower Advisors
41
HighTower Advisors
Illinois
$1.15M -$23.7K -521 -2%
AR
42
Apeiron RIA
Texas
$1.12M +$1.09M +24,008 New
ATPW
43
Ashton Thomas Private Wealth
Arizona
$1.1M +$1.08M +23,718 New
WP
44
WealthPLAN Partners
Nebraska
$1.07M +$1.05M +23,073 New
LWA
45
Lifelong Wealth Advisors
Minnesota
$980K +$958K +21,035 New
CWA
46
Clearview Wealth Advisors
Oregon
$921K +$901K +19,778 New
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
$905K +$885K +19,437 New
BIG
48
Bush Investment Group
Georgia
$889K +$869K +19,085 New
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$828K +$810K +17,783 New
SPAS
50
Spectrum Planning & Advisory Services
California
$826K +$808K +17,743 New
1
2
3 4 5

XTEN Hedge Fund Activity: Q1 2025 in Review

114 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) for Q1 2025, worth a combined $572M — up 137% from $242M a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new XTEN positions and 8 closed out — a net gain of 82 holders — while 14 added to existing stakes and 7 trimmed.

The largest buyer was OneDigital Investment Advisors, opening a new position worth an estimated $64.6M. The largest seller was Citadel Advisors, cutting an estimated $2.78M.

  • 114 institutional investors held BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) as of Q1 2025, up from 32 in Q4 2024.
  • Funds reported $572M of BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF stock for Q1 2025, up 137% quarter-over-quarter.
  • 90 funds opened new BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF positions in Q1 2025 and 8 closed out, a net change of +82 holders.
  • The largest BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF buyer in Q1 2025 was OneDigital Investment Advisors, an estimated $64.6M added.
  • The largest BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF seller in Q1 2025 was Citadel Advisors, an estimated $2.78M sold.

Based on aggregated 13F filings for Q1 2025.