Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BONDBLOXX ETF TRUST (XFIV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
72%

Smart Money Signals — XFIV

Based on 37 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
37 hedge funds hold XFIV 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 — +85% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+85% 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 — 72% buying

31 buying12 selling
Last quarter: 31 funds were net buyers (9 opened a brand new position + 22 added to an existing one). Only 12 were sellers (3 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 9 → 9 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 49% entered in last year

■ 14% conviction (2yr+) ■ 38% medium ■ 49% new
Only 5 funds (14%) 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 — ~9 new funds/quarter

6 → 8 → 9 → 9 → 9 new funds/Q
New funds entering each quarter: 8 → 9 → 9 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 62% of holders entered in last year

■ 14% veterans ■ 24% 1-2yr ■ 62% new
Of 37 current holders: 23 (62%) entered in the past year, only 5 (14%) 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 — 22% AUM from major funds

22% from top-100 AUM funds
5 of 37 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — 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.

Hedge Fund Ownership: XFIV

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

Market Analysis: XFIV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XFIV

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: XFIV
2026 Q1 Stats Unlock in 10 days 37 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 37 37 -
13F Shares 6M 4M 43.82%
Total Value $295M $205M 43.68%
New Positions 9 9 -
Increased Positions 22 20 +2
Closed Positions 9 5 +4
Reduced Positions 3 4 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XFIV

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

37 + investors

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

Top 24 institutional holders of XFIV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Capital Investment Counsel, LLC 2.71% 403,041 $19.8M
2 Paladin Wealth, LLC 1.79% 52,920 $2.6M
3 Nemes Rush Group LLC 1.64% 352,068 $17.3M
4 Financial Guidance Group, Inc. 1.51% 76,491 $3.8M
5 Gradient Investments LLC 1.14% 1,493,253 $73.4M
6 WESPAC Advisors SoCal, LLC 0.73% 69,400 $3.4M
7 Meridian Wealth Management, LLC 0.34% 195,869 $9.6M
8 Blume Capital Management, Inc. 0.30% 35,515 $1.7M
9 Global Assets Advisory, LLC 0.17% 12,088 $594K
10 Able Wealth Management LLC 0.14% 10,695 $526K
11 Spectrum Financial Alliance Ltd LLC 0.07% 7,731 $380K
12 WealthPlan Investment Management, LLC 0.02% 9,123 $448K
13 Wealthcare Advisory Partners LLC 0.02% 23,846 $1.2M
14 Belpointe Asset Management LLC 0.02% 11,214 $551K
15 Elevated Capital Advisors, LLC 0.01% 1,114 $55K
16 ALPS ADVISORS INC 0.01% 57,340 $2.8M
17 Prime Capital Investment Advisors, LLC 0.01% 19,250 $946K
18 Sigma Planning Corp 0.01% 7,638 $375K
19 Janney Montgomery Scott LLC 0.01% 49,116 $2K
20 ENVESTNET ASSET MANAGEMENT INC 0.00% 231,692 $11.4M
21 NBC SECURITIES, INC. 0.00% 222 $11K
22 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 7,994 $393K
23 FIFTH THIRD BANCORP 0.00% 1,208 $59K
24 UBS Group AG 0.00% 1,533 $75K
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 (XFIV)

What does the Smart Money Trend signal show for XFIV?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for XFIV?

More buyers than sellers — 72% buying: Last quarter: 31 funds were net buyers (9 opened a brand new position + 22 added to an existing one). Only 12 were sellers (3 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XFIV holders?

Strong quality — 22% AUM from major funds: 5 of 37 holders rank in the top 100 by AUM, accounting for 22% 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 XFIV?

Mostly new holders — 49% entered in last year: Only 5 funds (14%) 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.

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.