Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bondbloxx ETF Trust (XTWO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -7
Streak
1Q ▼
Buyers last Q
45%

Smart Money Signals — XTWO

Based on 37 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their XTWO 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 — 84% of 3.0Y peak

84% of all-time peak
37 funds currently hold this stock — 84% of the 3.0-year high of 44 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 8% fewer funds vs a year ago

fund count last 6Q
3 fewer hedge funds hold XTWO compared to a year ago (-8% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 45% buying

20 buying24 selling
Last quarter: 24 funds reduced or exited vs 20 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.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 4 → 10 → 10 → 4. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 38% entered in last year

■ 22% conviction (2yr+) ■ 41% medium ■ 38% new
Only 8 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 — ~4 new funds/quarter

7 → 4 → 10 → 10 → 4 new funds/Q
New funds entering each quarter: 4 → 10 → 10 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 16% veterans, 43% new entrants

■ 16% veterans ■ 41% 1-2yr ■ 43% new
Of 37 current holders: 6 (16%) held 2+ years, 15 held 1–2 years, 16 (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
6 of 37 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — XTWO

In 2026 Q1, 20 hedge funds were net buyers of XTWO (4 opened a new position, 16 added to an existing one), while 24 reduced or exited (13 trimmed, 11 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 37.

Hedge Fund Ownership: XTWO

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

Market Analysis: XTWO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XTWO

-- --

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

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

Signal Freshness measures how much XTWO 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 · 78d ago
XTWO
-1.0%
SPY
+15.9%

XTWO outperformed SPY by -16.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
XTWO
+0.1%
SPY
+2.0%

Since the filing became public, XTWO outperformed SPY by -1.9% .

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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: XTWO
36 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 36 44 -18.18%
13F Shares 2M 2M -20.48%
Total Value $76M $112M -32.2%
New Positions 3 10 -7
Increased Positions 16 16 -
Closed Positions 11 5 +6
Reduced Positions 13 14 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XTWO

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Financial Highlights

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Institutional Holders (2026 Q1)

36 + investors

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

QUARTER:
Top 25 XTWO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Legacy CG, LLC 2.63% 192,218 $9.5M
2 S&A Financial Services, Inc. 1.61% 47,410 $2.3M
3 STAR Financial Bank 1.48% 63,533 $3.1M
4 Nemes Rush Group LLC 1.39% 297,279 $14.7M
5 Oasis Advisors, LLC 1.21% 46,121 $2.3M
6 Teucrium Investment Advisors, LLC 1.01% 26,594 $1.3M
7 Strait & Sound Wealth Management LLC 0.84% 45,557 $2.2M
8 Arvest Investments, INC. 0.82% 122,040 $6.0M
9 Vermillion & White Wealth Management Group, LLC 0.43% 11,206 $554K
10 Tandem Investment Partners LLC 0.25% 5,995 $296K
11 Amplius Wealth Advisors, LLC 0.20% 49,094 $2.4M
12 Astoria Portfolio Advisors LLC. 0.14% 13,006 $641K
13 Financial Guidance Group, Inc. 0.11% 5,791 $285K
14 Global Assets Advisory, LLC 0.09% 6,067 $299K
15 ZEGA Investments, LLC 0.05% 9,453 $466K
16 Rothschild Investment LLC 0.03% 12,365 $610K
17 Mutual Advisors, LLC 0.03% 24,232 $1.2M
18 StoneX Group Inc. 0.02% 7,362 $363K
19 Focus Partners Wealth 0.02% 311,433 $15.4M
20 Old Mission Capital LLC 0.02% 21,067 $1.0M
21 IFP Advisors, Inc 0.02% 15,400 $759K
22 Lido Advisors, LLC 0.01% 71,149 $3.5M
23 Bank of Jackson Hole Trust 0.00% 202 $10K
24 Aptus Capital Advisors, LLC 0.00% 5,791 $285K
25 Cwm, LLC 0.00% 9,179 $452K
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 (XTWO)

What does the Smart Money Trend signal show for XTWO?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their XTWO 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 XTWO?

More sellers than buyers — 45% buying: Last quarter: 24 funds reduced or exited vs 20 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 XTWO holders?

Smaller funds dominant — 9% AUM from top-100: 6 of 37 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 XTWO?

Mostly new holders — 38% entered in last year: Only 8 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 (XTWO) following the 2026 Q1 hedge fund 13F filings?

As of today, XTWO has moved +0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -1.9%. Since the quarter end (March 31, 2026), XTWO has gained -1.0% vs +15.9% 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.

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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