Bondbloxx ETF Trust (XTEN): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

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

As of today, XTEN has moved +1.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of +0.8%. Since the quarter end (March 31, 2026), XTEN gained -1.0% vs +14.9% 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.

Bondbloxx ETF Trust (XTEN)

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

Smart Money Signals — XTEN

Based on 182 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added XTEN 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

182 hedge funds hold XTEN 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 — +69% more funds vs a year ago

fund count last 6Q

+74 new funds entered over the past year (+69% 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 — 68% buying

133 buying63 selling

Last quarter: 133 funds were net buyers (35 opened a brand new position + 98 added to an existing one). Only 63 were sellers (42 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~35 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 47 → 16 → 35 → 35. 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

■ 4% conviction (2yr+) ■ 59% medium ■ 37% new

Only 8 funds (4%) 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.

📈

Growing discovery — still being found

86 → 47 → 16 → 35 → 35 new funds/Q

New funds entering each quarter: 47 → 16 → 35 → 35. A growing number of institutions are discovering XTEN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 88% of holders entered in last year

■ 4% veterans ■ 8% 1-2yr ■ 88% new

Of 182 current holders: 161 (88%) entered in the past year, only 7 (4%) 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.

✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds

10 of 182 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.6

out of 10

Moderate Exit Risk

Exit risk score 4.6/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	179	168	6.55%
13F Shares	18M	16M	9.55%
Total Value	$787M	$739M	6.39%
New Positions	34	35	-1
Increased Positions	97	65	+32
Closed Positions	23	10	+13
Reduced Positions	41	62	-21
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

179

168

6.55%

13F Shares

18M

16M

9.55%

Total Value

$787M

$739M

6.39%

New Positions

-1

Increased Positions

+32

Closed Positions

+13

Reduced Positions

-21

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

179 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 XTEN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Northland Capital Management LLC	14.20%	566,174	$26.0M
2	DUTCH ASSET Corp	5.62%	182,459	$8.4M
3	Daviman Financial, LLC	4.30%	158,626	$7.3M
4	Virtue Capital Management, LLC	4.20%	602,802	$27.6M
5	Ffg Retirement Advisors LLC	4.17%	156,234	$7.2M
6	Chatterton & Associates Inc.	2.96%	91,909	$4.2M
7	Horst & Graben Wealth Management LLC	2.78%	441,933	$20.2M
8	Cassilly Financial Group LLC	2.31%	57,964	$2.7M
9	WealthPoint Financial, LLC	2.07%	51,526	$2.4M
10	One Wealth Advisors, LLC	2.07%	362,782	$16.6M
11	Curtis Wealth Management LLC	1.88%	43,763	$2.0M
12	TSA Wealth Managment LLC	1.74%	117,602	$5.4M
13	Hobbs Wealth Management, LLC	1.60%	35,313	$1.6M
14	Ehrlich Financial Group	1.55%	58,919	$2.7M
15	Theory Financial LLC	1.43%	89,028	$4.1M
16	M1 Capital Management LLC	1.24%	58,682	$2.7M
17	WealthTrak Capital Management LLC	1.08%	33,029	$1.5M
18	Prime Capital Investment Advisors, LLC	1.05%	1,987,051	$91.1M
19	Mattson Financial Services, LLC	1.02%	92,841	$4.3M
20	Brown Financial Advisors	0.99%	57,064	$2.6M
21	Merkkuri Wealth Advisors LLC	0.99%	32,485	$1.5M
22	Paladin Wealth, LLC	0.96%	30,511	$1.4M
23	Mayflower Financial Advisors, LLC	0.88%	158,397	$7.3M
24	Lifelong Wealth Advisors, INC.	0.86%	70,616	$3.2M
25	Range Financial Group LLC	0.81%	52,458	$2.4M

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 (XTEN)

What does the Smart Money Trend signal show for XTEN?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added XTEN 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 XTEN?

More buyers than sellers — 68% buying: Last quarter: 133 funds were net buyers (35 opened a brand new position + 98 added to an existing one). Only 63 were sellers (42 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XTEN holders?

Strong quality — 23% AUM from major funds: 10 of 182 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held XTEN?

Mostly new holders — 37% entered in last year: Only 8 funds (4%) 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 (XTEN) following the 2026 Q1 hedge fund 13F filings?

As of today, XTEN has moved +1.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of +0.8%. Since the quarter end (March 31, 2026), XTEN has gained -1.0% vs +14.9% 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.

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Bondbloxx ETF Trust (XTEN)

Smart Money Signals — XTEN

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +69% more funds vs a year ago

More buyers than sellers — 68% buying

Steady new buyers — ~35 new funds per quarter

Mostly new holders — 37% entered in last year

Growing discovery — still being found

Early stage — 88% of holders entered in last year

Strong quality — 23% AUM from major funds

Institutional Sentiment Summary — XTEN

Hedge Fund Ownership: XTEN

Market Analysis: XTEN

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: XTEN

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

Hedge Fund Positioning: XTEN

Statistics: XTEN

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Bondbloxx ETF Trust (XTEN)

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