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
↓ -7
Streak
2Q ▼
Buyers last Q
46%

Smart Money Signals — XHLF

Based on 119 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 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
119 funds currently hold this stock — 92% of the 3.0-year high of 130 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +27% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+27% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 46% buying

62 buying73 selling
Last quarter: 73 funds reduced or exited vs 62 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 21 → 37 → 21 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 29% long-term, 31% new

■ 29% conviction (2yr+) ■ 40% medium ■ 31% new
Of the 119 current holders: 34 (29%) held >2 years, 48 held 1–2 years, and 37 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

19 → 21 → 37 → 21 → 18 new funds/Q
New funds entering each quarter: 21 → 37 → 21 → 18. 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 — 29% veterans, 43% new entrants

■ 29% veterans ■ 28% 1-2yr ■ 43% new
Of 119 current holders: 35 (29%) held 2+ years, 33 held 1–2 years, 51 (43%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 9% AUM from top-100

9% from top-100 AUM funds
12 of 119 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 7 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: XHLF
2026 Q1 Stats Unlock in 15 days 119 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 119 126 -5.56%
13F Shares 30M 31M -5.78%
Total Value $1.48B $1.58B -6.49%
New Positions 18 21 -3
Increased Positions 44 44 -
Closed Positions 25 25 -
Reduced Positions 48 49 -1
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.

Top 25 institutional holders of XHLF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Carrera Capital Advisors 21.90% 2,825,109 $142.2M
2 TOTAL INVESTMENT MANAGEMENT INC 10.44% 1,779,463 $89.6M
3 Tanager Wealth Management LLP 7.12% 1,462,142 $73.6M
4 North Forty Two & Co. 4.65% 99,940 $5.0M
5 Bulwark Capital Corp 3.21% 103,359 $5.2M
6 eCIO, Inc. 3.07% 138,793 $7.0M
7 Advisors Preferred, LLC 2.07% 278,900 $14.0M
8 Strong Retirement Solutions LLC 1.95% 55,286 $2.8M
9 CAMBIENT FAMILY OFFICE, LLC 1.64% 233,249 $11.7M
10 Warren Street Wealth Advisors, LLC 1.61% 125,329 $6.3M
11 Encompass More Asset Management 1.54% 182,321 $9.2M
12 Tailwinds Wealth, LLC 1.48% 11,972 $603K
13 SILVER OAK SECURITIES, INCORPORATED 1.42% 386,643 $19.5M
14 John W. Brooker & Co., CPAs 1.04% 13,053 $657K
15 Signal Advisors Wealth, LLC 0.75% 216,858 $10.9M
16 SWEENEY & MICHEL, LLC 0.63% 42,823 $2.2M
17 Oliver Luxxe Assets LLC 0.62% 82,180 $4.1M
18 Oasis Advisors, LLC 0.60% 22,659 $1.1M
19 Blume Capital Management, Inc. 0.43% 50,125 $2.5M
20 Sugar Maple Asset Management, LLC 0.38% 12,516 $630K
21 ARGUS INVESTORS' COUNSEL, INC. 0.37% 8,349 $420K
22 Oregon Pacific Wealth Management, LLC 0.33% 6,354 $320K
23 Matrix Trust Co 0.32% 38,240 $2K
24 Holcombe Financial, Inc. 0.32% 10,802 $544K
25 Able Wealth Management LLC 0.30% 21,957 $1.1M
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 — 2 quarters in a row: For 2 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?

More sellers than buyers — 46% buying: Last quarter: 73 funds reduced or exited vs 62 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for XHLF holders?

Smaller funds dominant — 9% AUM from top-100: 12 of 119 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held XHLF?

Mixed — 29% long-term, 31% new: Of the 119 current holders: 34 (29%) held >2 years, 48 held 1–2 years, and 37 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.

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.