Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bondbloxx ETF Trust (XTWO)

45 + 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
↑ +8
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — XTWO

Based on 45 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added XTWO 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
45 hedge funds hold XTWO 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.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

26 buying21 selling
Last quarter: 26 funds bought or added vs 21 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new XTWO position: 10 → 10 → 4 → 13. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 36% long-term, 38% new

■ 36% conviction (2yr+) ■ 27% medium ■ 38% new
Of the 45 current holders: 16 (36%) held >2 years, 12 held 1–2 years, and 17 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.
➡️

Steady discovery — ~13 new funds/quarter

5 → 10 → 10 → 4 → 13 new funds/Q
New funds entering each quarter: 10 → 10 → 4 → 13. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 20% veterans, 47% new entrants

■ 20% veterans ■ 33% 1-2yr ■ 47% new
Of 45 current holders: 9 (20%) held 2+ years, 15 held 1–2 years, 21 (47%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds
5 of 45 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 Q2, 26 hedge funds were net buyers of XTWO (13 opened a new position, 13 added to an existing one), while 21 reduced or exited (16 trimmed, 5 sold completely) — a 55% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 45.

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

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

Loading signal freshness…
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
1.1
/ 10
conviction
Hedge Fund Positioning: XTWO
45 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 45 37 21.62%
13F Shares 2M 2M 10.02%
Total Value $86M $78M 9.37%
New Positions 13 4 +9
Increased Positions 13 16 -3
Closed Positions 5 12 -7
Reduced Positions 16 13 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XTWO

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Institutional Holders (2026 Q2)

45 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Legacy CG, LLC 2.03% 161,849 $7.9M
2 S&A Financial Services, Inc. 1.45% 48,429 $2.4M
3 Nemes Rush Group LLC 1.36% 336,640 $16.5M
4 STAR Financial Bank 1.03% 51,528 $2.5M
5 Teucrium Investment Advisors, LLC 1.03% 23,614 $1.2M
6 Strait & Sound Wealth Management LLC 0.85% 49,746 $2.4M
7 Arvest Investments, INC. 0.77% 130,119 $6.4M
8 Fairlight Advisors 0.46% 11,491 $562K
9 GatePass Capital, LLC 0.25% 13,500 $661K
10 Vermillion & White Wealth Management Group, LLC 0.23% 9,443 $462K
11 Tandem Investment Partners LLC 0.19% 5,072 $248K
12 Amplius Wealth Advisors, LLC 0.14% 39,014 $1.9M
13 Gts Securities LLC 0.11% 103,795 $5.1M
14 Astoria Portfolio Advisors LLC. 0.11% 12,930 $633K
15 Financial Guidance Group, Inc. 0.11% 5,805 $284K
16 Coppell Advisory Solutions LLC 0.10% 19,491 $1.2M
17 Global Assets Advisory, LLC 0.06% 6,077 $296K
18 ZEGA Investments, LLC 0.03% 5,532 $271K
19 Sigma Planning Corp 0.02% 18,773 $919K
20 Rothschild Investment LLC 0.02% 12,365 $605K
21 Fiduciary Financial Advisors 0.02% 4,337 $212K
22 Mutual Advisors, LLC 0.02% 20,460 $1.0M
23 Focus Partners Wealth 0.02% 306,881 $15.0M
24 StoneX Group Inc. 0.01% 7,199 $352K
25 IFP Advisors, Inc 0.01% 14,200 $695K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added XTWO 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 XTWO?

Slight buying edge — 55% buying: Last quarter: 26 funds bought or added vs 21 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for XTWO holders?

Smaller funds dominant — 11% AUM from top-100: 5 of 45 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held XTWO?

Mixed — 36% long-term, 38% new: Of the 45 current holders: 16 (36%) held >2 years, 12 held 1–2 years, and 17 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.

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