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BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (XSVN) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (NYSEARCA:XSVN)

Number of
Institutional Buyers
(last 12 months)
35
Total
Institutional Inflows
(last 12 months)
$79.23M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$16.20M
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XSVN Institutional Buying and Selling by Quarter

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BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/10/2025Mattson Financial Services LLC30,811$1.51M0.5%-27.9%0.969%
2/17/2025Bank of America Corp DE123,046$5.69M0.0%+12.2%4.157%
2/14/2025Jane Street Group LLC6,510$301K0.0%-29.9%0.220%
2/14/2025Lido Advisors LLC64,780$3.00M0.0%+22.1%2.189%
2/13/2025Regal Investment Advisors LLC16,193$749K0.1%+12.7%0.547%
2/12/2025Nemes Rush Group LLC1,316$61K0.0%N/A0.044%
2/12/2025JPMorgan Chase & Co.18,819$871K0.0%N/A0.636%
2/12/2025Financial Engines Advisors L.L.C.4,645$215K0.0%N/A0.157%
2/10/2025Diversified Enterprises LLC709,292$32.81M3.1%-1.0%23.963%
2/4/2025Brown Financial Advisors38,177$1.77M0.7%+79.7%1.290%
1/31/20253EDGE Asset Management LP64,811$3.00M0.2%-44.7%2.190%
1/30/2025WealthPlan Investment Management LLC8,852$409K0.0%-33.8%0.299%
1/29/2025Paladin Wealth LLC14,718$681K0.6%+134.8%0.497%
1/28/2025Archer Investment Corp76,524$3.54M0.9%+10.3%2.585%
1/21/2025Dynamic Advisor Solutions LLC10,296$476K0.0%N/A0.348%
1/21/2025Gradient Investments LLC509,059$23.55M0.5%+73.1%17.198%
1/17/2025Endeavor Private Wealth Inc.1,368$63K0.1%N/A0.046%
1/15/2025Wealthcare Advisory Partners LLC29,070$1.35M0.0%+16.9%0.982%
1/14/2025Armstrong Advisory Group Inc.20,396$944K0.1%+57.5%0.689%
11/18/2024Brown Financial Advisors21,250$1.04M0.4%-50.6%0.718%
11/15/2024Executive Wealth Management LLC163,924$8.04M0.6%+2.0%5.538%
11/15/2024Jane Street Group LLC9,290$456K0.0%-71.8%0.314%
11/15/2024HighTower Advisors LLC45,346$2.22M0.0%+5.2%1.532%
11/14/2024Flow Traders U.S. LLC48,952$2.40M0.1%-9.3%1.654%
11/14/2024CreativeOne Wealth LLC7,179$352K0.0%+26.6%0.243%
11/13/2024Diversified LLC716,622$35.16M3.9%+1.8%24.210%
11/8/2024Prospera Private Wealth LLC3,923$192K0.0%N/A0.133%
11/6/2024Archer Investment Corp69,397$3.41M0.9%N/A2.344%
11/5/2024WealthPlan Investment Management LLC13,368$656K0.1%-90.5%0.452%
11/4/2024Axxcess Wealth Management LLC4,367$214K0.0%-5.1%0.148%
11/4/2024Legacy Capital Wealth Partners LLC8,040$394K0.1%-3.9%0.272%
11/1/2024Atria Investments Inc44,729$2.19M0.0%-1.5%1.511%
11/1/2024Executive Wealth Management LLC163,924$8.04M1.0%+2.0%5.538%
10/24/2024Astor Investment Management LLC140,114$6.87M3.3%-8.8%4.734%
10/23/2024Legacy Capital Group California Inc.46,000$2.26M0.8%-1.6%1.554%
10/19/2024New Century Financial Group LLC18,922$928K0.3%N/A0.639%
10/11/2024Paladin Wealth LLC6,267$307K0.3%N/A0.212%
10/11/2024Armstrong Advisory Group Inc.12,950$635K0.1%-72.1%0.438%
9/30/2024Mattson Financial Services LLC42,906$2.02M0.7%N/A1.450%
8/30/2024Brown Financial Advisors43,051$2.02M0.9%N/A1.454%
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8/22/2024Cetera Investment Advisers24,124$1.13M0.0%N/A0.815%
8/13/2024AE Wealth Management LLC14,671$690K0.0%+4.3%0.496%
8/9/2024WealthPLAN Partners LLC83,978$3.95M0.4%-4.5%2.837%
8/8/2024Envestnet Asset Management Inc.215,534$10.13M0.0%+62.8%7.282%
8/8/2024Executive Wealth Management LLC160,636$7.55M1.4%N/A5.427%
8/2/2024Legacy Capital Wealth Partners LLC8,367$393K0.1%N/A0.283%
7/26/2024Bank of New York Mellon Corp4,866$229K0.0%-6.3%0.164%
7/24/2024Diversified LLC704,061$33.09M3.9%+3.0%23.786%
7/22/2024Legacy Capital Group California Inc.46,731$2.20M0.8%+44.5%1.579%
7/20/2024First Horizon Advisors Inc.648$30K0.0%N/A0.022%
7/18/2024Gradient Investments LLC485,949$22.84M0.5%-4.8%16.417%
7/10/2024Fortitude Family Office LLC1,754$82K0.0%-36.7%0.059%
7/9/2024Mather Group LLC.596$28K0.0%N/A0.020%
5/21/2024Atria Investments Inc44,999$2.14M0.0%N/A1.520%
5/17/2024WealthPlan Investment Management LLC135,855$6.45M1.0%+52.1%4.590%
5/14/2024Axxcess Wealth Management LLC4,643$220K0.0%N/A0.157%
5/14/2024CreativeOne Wealth LLC7,404$352K0.0%N/A0.250%
5/8/2024Legacy Capital Group California Inc.32,343$1.54M0.6%N/A1.093%
5/7/2024WealthPLAN Partners LLC87,914$4.17M0.4%+13.9%2.970%
5/2/2024Diversified LLC683,309$32.44M4.5%+7.8%23.085%
4/30/2024Astor Investment Management LLC174,128$8.27M3.3%N/A5.883%
4/23/2024Gradient Investments LLC510,194$24.22M0.6%+544.6%17.236%
4/15/2024Wealthcare Advisory Partners LLC20,619$979K0.0%N/A0.697%
4/15/2024Elevated Capital Advisors LLC9,464$449K0.1%N/A0.320%
4/11/2024Fortitude Family Office LLC2,772$132K0.1%N/A0.495%
2/1/2024Diversified LLC633,978$30.65M6.6%N/A113.210%
1/18/2024Gradient Investments LLC79,147$3.83M0.1%N/A14.133%
1/17/2024Armstrong Advisory Group Inc.120,313$5.82M0.6%N/A21.484%
1/5/2024WealthPLAN Partners LLC77,201$3.73M0.4%+1.3%13.786%
1/5/2024WealthPlan Investment Management LLC89,327$4.32M0.7%+57.1%15.951%
11/15/2023WealthPlan Investment Management LLC56,847$2.62M0.3%+3,730.7%10.151%
11/2/2023WealthPlan Investment Management LLC76,213$3.51M0.4%+5,035.6%13.609%
7/31/2023WealthPLAN Partners LLC51,469$2.49M0.4%-25.6%9.191%
7/25/2023WealthPlan Investment Management LLC1,484$75K0.0%-96.7%0.265%
5/10/2023WealthPLAN Partners LLC69,189$3.44M0.4%-39.2%12.813%
5/8/2023WealthPlan Investment Management LLC44,676$2.22M0.4%-60.8%8.273%
2/16/2023WealthPLAN Partners LLC113,870$5.54M0.4%N/A25.880%
(Data available from 1/1/2016 forward)

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XSVN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XSVN shares?

During the previous two years, 40 institutional investors and hedge funds held shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF. The most heavily invested institutionals were Diversified LLC ($35.16M), Diversified Enterprises LLC ($32.81M), Gradient Investments LLC ($23.55M), Envestnet Asset Management Inc. ($10.13M), Executive Wealth Management LLC ($8.04M), Astor Investment Management LLC ($6.87M), and Bank of America Corp DE ($5.69M).Learn more on XSVN's institutional investors.

Which institutional investors have been buying BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF stock?

Of the 35 institutional investors that purchased BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gradient Investments LLC ($725.16K), Diversified LLC ($716.62K), WealthPlan Investment Management LLC ($209.10K), Astor Investment Management LLC ($174.13K), Executive Wealth Management LLC ($167.21K), Armstrong Advisory Group Inc. ($127.76K), and Envestnet Asset Management Inc. ($83.12K).

How much institutional buying is happening at BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF?

Institutional investors have bought a total of 2,674,126 shares in the last 24 months. This purchase volume represents approximately $127.14M in transactions.

Which BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF major shareholders have been selling company stock?

Of the 17 institutional investors that sold BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: WealthPlan Investment Management LLC ($244.86K), WealthPLAN Partners LLC ($66.34K), 3EDGE Asset Management LP ($52.46K), Armstrong Advisory Group Inc. ($33.47K), Jane Street Group LLC ($26.46K), Gradient Investments LLC ($24.25K), and Brown Financial Advisors ($21.80K).

How much institutional selling is happening at BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF?

Institutional investors have sold a total of 510,749 shares in the last 24 months. This volume of shares sold represents approximately $24.81M in transactions.


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This page (NYSEARCA:XSVN) was last updated on 4/4/2025 by MarketBeat.com Staff
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