Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bondbloxx ETF Trust (XHLF)

119 + Investors. Track Smart Money conviction in XHLF. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
3Q ▼
Buyers last Q
50%

Smart Money Signals — XHLF

Based on 124 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds reduced or closed their XHLF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
124 funds currently hold this stock — 92% of the 3.0-year high of 135 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

67 buying67 selling
Last quarter: 67 funds bought or added vs 67 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 40 → 24 → 22 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 34% long-term, 26% new

■ 34% conviction (2yr+) ■ 40% medium ■ 26% new
Of the 124 current holders: 42 (34%) held >2 years, 50 held 1–2 years, and 32 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📊

Peak discovery — momentum slowing

21 → 40 → 24 → 22 → 17 new funds/Q
New funds entering each quarter: 40 → 24 → 22 → 17. XHLF is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 35% veterans, 35% new entrants

■ 35% veterans ■ 29% 1-2yr ■ 35% new
Of 124 current holders: 44 (35%) held 2+ years, 36 held 1–2 years, 44 (35%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds
14 of 124 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — XHLF

In 2026 Q1, 67 hedge funds were net buyers of XHLF (17 opened a new position, 50 added to an existing one), while 67 reduced or exited (46 trimmed, 21 sold completely) — a 50% buyer ratio, indicating a slight buying edge. This extends a 3-quarter selling streak, suggesting sustained institutional caution. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 124.

Hedge Fund Ownership: XHLF

How many hedge funds hold XHLF — quarterly history vs. share price
Quarterly hedge fund ownership of XHLF vs. share price

Market Analysis: XHLF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XHLF

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Bondbloxx ETF Trust (XHLF) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much XHLF has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
XHLF
nan%
SPY
+15.1%

XHLF outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
XHLF
nan%
SPY
+1.3%

Since the filing became public, XHLF outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 7 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: XHLF
119 + Investors

Track Smart Money conviction in XHLF. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 119 128 -7.03%
13F Shares 23M 30M -21.78%
Total Value $1.15B $1.49B -22.48%
New Positions 14 22 -8
Increased Positions 49 46 +3
Closed Positions 23 27 -4
Reduced Positions 45 50 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XHLF

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

119 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in XHLF. Verified SEC 13F-HR filings.

QUARTER:
Top 25 XHLF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Carrera Capital Advisors 21.90% 2,825,109 $142.2M
2 Potomac Fund Management Inc /Adv 11.22% 6,416,982 $323.0M
3 Total Investment Management Inc 10.44% 1,779,463 $89.6M
4 JDM Financial Group LLC 10.33% 532,397 $26.8M
5 Tanager Wealth Management LLP 7.12% 1,462,142 $73.6M
6 a16z Perennial Management, L.P. 5.82% 1,392,000 $70.1M
7 Measured Risk Portfolios, Inc. 5.61% 101,910 $5.1M
8 North Forty Two & Co. 4.65% 99,940 $5.0M
9 Bulwark Capital Corp 3.21% 103,359 $5.2M
10 eCIO, Inc. 3.07% 138,793 $7.0M
11 STAR Financial Bank 2.60% 109,384 $5.5M
12 Strait & Sound Wealth Management LLC 2.44% 130,295 $6.6M
13 S&A Financial Services, Inc. 2.22% 64,276 $3.2M
14 Advisors Preferred, LLC 2.07% 278,900 $14.0M
15 Strong Retirement Solutions LLC 1.95% 55,286 $2.8M
16 Cambient Family Office, LLC 1.64% 233,249 $11.7M
17 Warren Street Wealth Advisors, LLC 1.61% 125,329 $6.3M
18 3EDGE Asset Management, LP 1.59% 655,121 $33.0M
19 Encompass More Asset Management 1.54% 182,321 $9.2M
20 Tailwinds Wealth, LLC 1.48% 11,972 $603K
21 Silver Oak Securities, Incorporated 1.42% 386,643 $19.5M
22 John W. Brooker & Co., CPAs 1.04% 13,053 $657K
23 Hobbs Group Advisors, LLC 1.02% 67,517 $3.4M
24 Curry Webb Wealth Management LLC 0.98% 41,109 $2.1M
25 Laurel Wealth Advisors LLC 0.80% 161,855 $8.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Bondbloxx ETF Trust (XHLF)

What does the Smart Money Trend signal show for XHLF?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their XHLF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for XHLF?

Slight buying edge — 50% buying: Last quarter: 67 funds bought or added vs 67 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for XHLF holders?

Smaller funds dominant — 14% AUM from top-100: 14 of 124 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held XHLF?

Mixed — 34% long-term, 26% new: Of the 124 current holders: 42 (34%) held >2 years, 50 held 1–2 years, and 32 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Bondbloxx ETF Trust (XHLF) following the 2026 Q1 hedge fund 13F filings?

As of today, XHLF has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), XHLF has gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →