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BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF
XTWY

22 hedge funds and large institutions have $206M invested in BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 1

239% more capital invested

Capital invested by funds: $60.9M → $206M (+$145M)

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

47% more funds holding

Funds holding: 15 → 22 (+7)

17.12% more ownership

Funds ownership: 81.55% → 98.66% (+17%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
22
Holders Change
+7
Holders Change %
+46.67%
% of All Funds
0.27%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
8
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$128M
2
AIM
Advyzon Investment Management
Illinois
+$4.75M
3
AFP
Ausdal Financial Partners
Iowa
+$4.36M
4
VBFP
Valtinson Bruner Financial Planning
Minnesota
+$2.26M
5
AWM
AE Wealth Management
Kansas
+$1.3M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$2.97M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$690K
3
RPSA
Richard P. Slaughter Associates
Texas
-$23.2K
4
Morgan Stanley
Morgan Stanley
New York
-$74
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$124M +$128M +3,280,060 New
VBFP
2
Valtinson Bruner Financial Planning
Minnesota
$20.9M +$2.26M +57,884 +12%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$15.9M – – –
Bank of America
4
Bank of America
North Carolina
$12.2M +$1.1M +28,251 +10%
DAC
5
Dutch Asset Corp
New York
$10.6M +$10.9M +280,436 New
AIM
6
Advyzon Investment Management
Illinois
$4.61M +$4.75M +121,727 New
AFP
7
Ausdal Financial Partners
Iowa
$4.23M +$4.36M +111,704 New
SFB
8
STAR Financial Bank
Indiana
$4.01M +$93.5K +2,394 +2%
AWM
9
AE Wealth Management
Kansas
$3.24M +$1.3M +33,201 +63%
RPSA
10
Richard P. Slaughter Associates
Texas
$1.16M -$23.2K -593 -2%
MWM
11
Maridea Wealth Management
New York
$1.14M +$72.3K +1,851 +7%
Jane Street
12
Jane Street
New York
$908K +$937K +23,986 New
HAS
13
HBW Advisory Services
California
$774K +$92.9K +2,380 +13%
M1FG
14
Mach-1 Financial Group
Arkansas
$747K +$771K +19,748 New
Citadel Advisors
15
Citadel Advisors
Florida
$377K +$2.93K +75 +0.8%
ACP
16
Argyle Capital Partners
California
$344K – – –
LPL Financial
17
LPL Financial
California
$328K +$339K +8,672 New
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$307K +$314K +8,052 New
BlackRock
19
BlackRock
New York
$100K +$9.76K +250 +10%
RFA
20
Reyes Financial Architecture
California
$81.1K +$83.7K +2,144 New
BOJHT
21
Bank of Jackson Hole Trust
Wyoming
$3.33K – – –
TAM
22
Tucker Asset Management
Colorado
$1.32K +$1.37K +35 New
FTUS
23
Flow Traders U.S.
New York
– -$2.97M -75,953 Closed
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
– -$690K -17,657 Closed
Morgan Stanley
25
Morgan Stanley
New York
– -$74 -1 Closed

XTWY Hedge Fund Activity: Q4 2025 in Review

22 of the 8,224 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF (XTWY) for Q4 2025, worth a combined $206M — up 239% from $60.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new XTWY positions and 3 closed out — a net gain of 7 holders — while 8 added to existing stakes and 1 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $128M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $2.97M sold.

  • 22 institutional investors held BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF (XTWY) as of Q4 2025, up from 15 in Q3 2025.
  • Funds reported $206M of BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF stock for Q4 2025, up 239% quarter-over-quarter.
  • 10 funds opened new BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF positions in Q4 2025 and 3 closed out, a net change of +7 holders.
  • The largest BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF buyer in Q4 2025 was Envestnet Asset Management, an estimated $128M added.
  • The largest BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF seller in Q4 2025 was Flow Traders U.S., an estimated $2.97M sold.

Based on aggregated 13F filings for Q4 2025.