Who Owns XSVN?
BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF — Institutional Ownership & 13F Holdings
$47.49
+0.10 (+0.21%)
Market Cap
$190.5M
Shares Outstanding
3,939,594
Institutional Holders
29
Total Inst. Value
$125.8M
% of Float Held
—
QoQ Holder Change
+4
Institutional data as of Q1 2025
New Positions
10
Closed Positions
5
Increased
11
Decreased
5
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Gradient Investments LLC | $34.2M | 716,574 |
| 2 | Diversified Enterprises, LLC | $33.5M | 702,089 |
| 3 | Municipal Employees' Retirement System of Michigan | $19.3M | 403,857 |
| 4 | FLOW TRADERS U.S. LLC | $7.7M | 161,372 |
| 5 | AE Wealth Management LLC | $5.8M | 120,890 |
| 6 | BANK OF AMERICA CORP /DE/ | $4.2M | 88,807 |
| 7 | Mattson Financial Services, LLC | $3.9M | 82,066 |
| 8 | Archer Investment CorpNew | $3.8M | 79,197 |
| 9 | 3EDGE Asset Management, LP | $3.0M | 63,290 |
| 10 | Brown Financial Advisors | $2.5M | 53,102 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Gradient Investments LLC | +208K | $34.2M |
| FLOW TRADERS U.S. LLC | +119K | $7.7M |
| AE Wealth Management LLC | +28K | $5.8M |
| Mattson Financial Services, LLC | +51K | $3.9M |
| Archer Investment CorpNew | +79K | $3.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | -34K | $4.2M |
| Diversified Enterprises, LLC | -7K | $33.5M |
| 3EDGE Asset Management, LP | -2K | $3.0M |
| WealthPlan Investment Management, LLC | -161 | $415K |
| WELLS FARGO & COMPANY/MN | -133 | $24 |
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Frequently Asked Questions
How many institutional investors hold XSVN?
As of Q1 2025, 29 institutional investors report holding XSVN (BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF) in their 13F filings.
Which hedge fund owns the most XSVN?
The largest institutional holder of XSVN is Gradient Investments LLC with $34.2M in shares.
Are institutions buying or selling XSVN?
This quarter, 10 institutions opened new positions in XSVN and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.