Bondbloxx ETF Trust (XTWY) Hedge Fund Ownership (Q2 2026)

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

As of today, XTWY has moved +0.6% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the SPY sector ETF — an outperformance of +1.3%. Since the quarter end (June 30, 2026), XTWY gained -6.4% vs +3.3% 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 (XTWY)

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

Smart Money Signals — XTWY

Based on 27 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their XTWY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (96% of max)

96% of all-time peak

27 hedge funds hold XTWY 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 — +125% more funds vs a year ago

fund count last 6Q

+15 new funds entered over the past year (+125% 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.

🟡

Slight buying edge — 54% buying

21 buying18 selling

Last quarter: 21 funds bought or added vs 18 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.

➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 3 → 10 → 10 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 59% entered in last year

■ 7% conviction (2yr+) ■ 33% medium ■ 59% new

Only 2 funds (7%) 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

4 → 3 → 10 → 10 → 11 new funds/Q

New funds entering each quarter: 3 → 10 → 10 → 11. A growing number of institutions are discovering XTWY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 70% of holders entered in last year

■ 15% veterans ■ 15% 1-2yr ■ 70% new

Of 27 current holders: 19 (70%) entered in the past year, only 4 (15%) 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 — 57% AUM from top-100 funds

57% from top-100 AUM funds

7 of 27 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in XTWY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

5.6

out of 10

Moderate Exit Risk

Exit risk score 5.6/10 — 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 Q2)	Prior (2026 Q1)	Change
Funds Holding	25	28	-10.71%
13F Shares	6M	5M	19.35%
Total Value	$234M	$194M	20.53%
New Positions	9	10	-1
Increased Positions	10	10	-
Closed Positions	12	3	+9
Reduced Positions	6	5	+1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

-10.71%

13F Shares

19.35%

Total Value

$234M

$194M

20.53%

New Positions

-1

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

25 + investors

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

QUARTER:

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

Top 25 XTWY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	DUTCH ASSET Corp	6.01%	321,586	$12.1M
2	Valtinson Bruner Financial Planning LLC	5.68%	603,424	$22.6M
3	Brown Financial Advisors	1.09%	83,222	$3.1M
4	Paladin Wealth, LLC	1.07%	49,165	$1.8M
5	Mattson Financial Services, LLC	1.05%	137,868	$5.0M
6	STAR Financial Bank	0.64%	41,832	$1.6M
7	Gradient Investments LLC	0.61%	1,180,913	$44.3M
8	Richard P Slaughter Associates Inc	0.44%	60,065	$2.3M
9	Argyle Capital Partners, LLC	0.21%	8,721	$327K
10	Hbw Advisory Services LLC	0.08%	23,700	$890K
11	FSA Investment Group, LLC	0.08%	6,257	$235K
12	Envestnet Asset Management Inc	0.03%	3,483,511	$130.8M
13	Sigma Planning Corp	0.03%	27,223	$1.0M
14	Tower Research Capital LLC (TRC)	0.02%	24,652	$925K
15	AE Wealth Management LLC	0.02%	102,060	$3.8M
16	NBH Bank	0.00%	88	$3K
17	Tucker Asset Management LLC	0.00%	35	$1K
18	Elevated Capital Advisors, LLC	0.00%	25	—
19	Bank of America Corp /de/	0.00%	82,787	$3.1M
20	Jane Street Group, LLC	0.00%	46,870	$1.8M
21	LPL Financial LLC	0.00%	12,368	$464K
22	Susquehanna International Group, LLP	0.00%	31,986	$1.2M
23	UBS Group AG	0.00%	942	$35K
24	Jones Financial Companies Lllp	0.00%	75	$3K
25	Fmr LLC	0.00%	57	$2K

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 (XTWY)

What does the Smart Money Trend signal show for XTWY?

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

Slight buying edge — 54% buying: Last quarter: 21 funds bought or added vs 18 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 XTWY holders?

Elite ownership — 57% AUM from top-100 funds: 7 of 27 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in XTWY. 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 XTWY?

Mostly new holders — 59% entered in last year: Only 2 funds (7%) 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 (XTWY) following the 2026 Q2 hedge fund 13F filings?

As of today, XTWY has moved +0.6% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the SPY sector ETF — an outperformance of +1.3%. Since the quarter end (June 30, 2026), XTWY has gained -6.4% vs +3.3% 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 (XTWY)

Smart Money Signals — XTWY

Selling streak — 1 quarter in a row

At the ownership peak (96% of max)

Fast accumulation — +125% more funds vs a year ago

Slight buying edge — 54% buying

Steady new buyers — ~11 new funds per quarter

Mostly new holders — 59% entered in last year

Growing discovery — still being found

Early stage — 70% of holders entered in last year

Elite ownership — 57% AUM from top-100 funds

Institutional Sentiment Summary — XTWY

Hedge Fund Ownership: XTWY

Market Analysis: XTWY

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: XTWY

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

Hedge Fund Positioning: XTWY

Statistics: XTWY

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Bondbloxx ETF Trust (XTWY)

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