Bondbloxx ETF Trust (XTEN) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Bondbloxx ETF Trust (XTEN) following the 2026 Q2 hedge fund 13F filings?

As of today, XTEN has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), XTEN gained -2.8% vs +4.0% 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)

182 + 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 buying64 selling

Last quarter: 133 funds were net buyers (35 opened a brand new position + 98 added to an existing one). Only 64 were sellers (42 trimmed + 22 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: 48 → 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.

➡️

Steady discovery — ~35 new funds/quarter

86 → 48 → 16 → 35 → 35 new funds/Q

New funds entering each quarter: 48 → 16 → 35 → 35. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

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	182	169	7.69%
13F Shares	18M	16M	9.99%
Total Value	$791M	$740M	6.84%
New Positions	35	35	-
Increased Positions	98	65	+33
Closed Positions	22	10	+12
Reduced Positions	42	63	-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

182

169

7.69%

13F Shares

18M

16M

9.99%

Total Value

$791M

$740M

6.84%

New Positions

Increased Positions

+33

Closed Positions

+12

Reduced Positions

-21

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

182 + 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:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

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	14.51%	590,565	$26.9M
2	Ffg Retirement Advisors LLC	3.77%	156,236	$7.1M
3	DUTCH ASSET Corp	3.48%	153,386	$7.0M
4	Virtue Capital Management, LLC	2.87%	470,885	$21.5M
5	Daviman Financial, LLC	2.39%	95,132	$4.3M
6	Mattson Financial Services, LLC	2.07%	219,983	$9.9M
7	Paladin Wealth, LLC	2.06%	77,742	$3.5M
8	Horst & Graben Wealth Management LLC	1.90%	318,296	$14.4M
9	TSA Wealth Managment LLC	1.87%	144,708	$6.6M
10	Prime Capital Investment Advisors, LLC	1.83%	4,136,120	$188.5M
11	Chatterton & Associates Inc.	1.80%	68,234	$3.1M
12	Ehrlich Financial Group	1.44%	61,326	$2.8M
13	Cassilly Financial Group LLC	1.41%	42,759	$1.9M
14	WealthPoint Financial, LLC	1.27%	38,263	$1.7M
15	Gradient Investments LLC	1.20%	1,904,730	$86.8M
16	Bush Investment Group, LLC	1.14%	45,483	$2.1M
17	One Wealth Advisors, LLC	1.13%	223,600	$10.2M
18	Curtis Wealth Management LLC	1.06%	27,398	$1.2M
19	Hobbs Wealth Management, LLC	1.00%	25,872	$1.2M
20	M1 Capital Management LLC	0.81%	47,829	$2.2M
21	Theory Financial LLC	0.80%	55,634	$2.5M
22	Hopwood Nicholas Hunter	0.73%	48,344	$2.2M
23	WealthTrak Capital Management LLC	0.72%	24,075	$1.1M
24	West Wealth Group, LLC	0.70%	94,137	$4.3M
25	OMNI 360 Wealth, Inc.	0.70%	33,240	$1.5M

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 64 were sellers (42 trimmed + 22 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 Q2 hedge fund 13F filings?

As of today, XTEN has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), XTEN has gained -2.8% vs +4.0% 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

Steady discovery — ~35 new funds/quarter

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 Q2)

Frequently Asked Questions — Bondbloxx ETF Trust (XTEN)

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