Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bondbloxx ETF Trust (XSVN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
5Q ▲
Buyers last Q
69%

Smart Money Signals — XSVN

Based on 49 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added XSVN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
49 hedge funds hold XSVN right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +75% more funds vs a year ago

fund count last 6Q
+21 new funds entered over the past year (+75% 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 buyers than sellers — 69% buying

36 buying16 selling
Last quarter: 36 funds were net buyers (10 opened a brand new position + 26 added to an existing one). Only 16 were sellers (12 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 6 → 14 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 37% entered in last year

■ 22% conviction (2yr+) ■ 41% medium ■ 37% new
Only 11 funds (22%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~10 new funds/quarter

7 → 12 → 6 → 14 → 10 new funds/Q
New funds entering each quarter: 12 → 6 → 14 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 55% of holders entered in last year

■ 14% veterans ■ 31% 1-2yr ■ 55% new
Of 49 current holders: 27 (55%) entered in the past year, only 7 (14%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
8 of 49 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in XSVN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — XSVN

In 2026 Q1, 36 hedge funds were net buyers of XSVN (10 opened a new position, 26 added to an existing one), while 16 reduced or exited (12 trimmed, 4 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 44% of total institutional value in XSVN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 49.

Hedge Fund Ownership: XSVN

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

Market Analysis: XSVN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XSVN

-- --

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

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

Signal Freshness measures how much XSVN 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 · 75d ago
XSVN
-1.4%
SPY
+14.1%

XSVN outperformed SPY by -15.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
XSVN
+1.1%
SPY
+0.3%

Since the filing became public, XSVN outperformed SPY by +0.8% .

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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: XSVN
48 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 48 43 11.63%
13F Shares 5M 5M 5.07%
Total Value $231M $223M 3.51%
New Positions 10 14 -4
Increased Positions 26 20 +6
Closed Positions 5 7 -2
Reduced Positions 11 6 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XSVN

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

48 + investors

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

QUARTER:
Top 25 XSVN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bucket List Wealth Management, LLC 1.39% 48,372 $2.3M
2 Mattson Financial Services, LLC 1.30% 114,439 $5.5M
3 Brown Financial Advisors 1.28% 70,944 $3.4M
4 Paladin Wealth, LLC 1.24% 37,785 $1.8M
5 Benchmark Financial, LLC 1.11% 25,937 $1.2M
6 Dogwood Wealth Management LLC 1.04% 50,291 $2.4M
7 WESPAC Advisors SoCal, LLC 0.80% 78,732 $3.8M
8 Gradient Investments LLC 0.79% 1,066,490 $50.9M
9 JDM Financial Group LLC 0.60% 32,626 $1.6M
10 Beacon Financial Advisory LLC 0.41% 38,397 $1.8M
11 Silver Oak Securities, Incorporated 0.37% 107,146 $5.1M
12 Tower Wealth Partners, Inc. 0.26% 9,815 $468K
13 Able Wealth Management LLC 0.19% 14,518 $693K
14 3EDGE Asset Management, LP 0.18% 75,874 $3.6M
15 Continuum Advisory, LLC 0.15% 33,471 $1.6M
16 AE Wealth Management LLC 0.13% 515,315 $24.6M
17 Nemes Rush Group LLC 0.13% 29,296 $1.4M
18 Meridian Wealth Management, LLC 0.12% 72,996 $3.5M
19 Dynamic Advisor Solutions LLC 0.11% 75,507 $3.6M
20 Encompass More Asset Management 0.10% 12,303 $587K
21 Tounjian Advisory Partners, LLC 0.08% 4,918 $235K
22 Faithward Advisors, LLC 0.08% 11,741 $560K
23 RDA Financial Network 0.06% 4,720 $225K
24 Diversified Enterprises, LLC 0.02% 9,233 $441K
25 Envestnet Asset Management Inc 0.02% 1,851,093 $88.3M
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 (XSVN)

What does the Smart Money Trend signal show for XSVN?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added XSVN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for XSVN?

More buyers than sellers — 69% buying: Last quarter: 36 funds were net buyers (10 opened a brand new position + 26 added to an existing one). Only 16 were sellers (12 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XSVN holders?

Elite ownership — 44% AUM from top-100 funds: 8 of 49 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in XSVN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held XSVN?

Mostly new holders — 37% entered in last year: Only 11 funds (22%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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

As of today, XSVN has moved +1.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +0.8%. Since the quarter end (March 31, 2026), XSVN has gained -1.4% vs +14.1% 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.

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