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

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

As of today, XTWO has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -0.2%. Since the quarter end (June 30, 2026), XTWO gained -0.1% vs -0.2% 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 (XTWO)

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

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 — 82% of 3.0Y peak

82% of all-time peak

37 funds currently hold this stock — 82% of the 3.0-year high of 45 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 — 44% buying

20 buying25 selling

Last quarter: 25 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: 5 → 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 → 5 → 10 → 10 → 4 new funds/Q

New funds entering each quarter: 5 → 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 — 8% AUM from top-100

8% from top-100 AUM funds

5 of 37 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.4

out of 10

Low Exit Risk

Exit risk score 3.4/10 — 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.

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

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

21.62%

13F Shares

10.02%

Total Value

$86M

$78M

9.37%

New Positions

Increased Positions

-3

Closed Positions

-7

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

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:

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

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?

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 — 44% buying: Last quarter: 25 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 — 8% AUM from top-100: 5 of 37 holders rank in the top 100 by AUM, but together hold only 8% 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 Q2 hedge fund 13F filings?

As of today, XTWO has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -0.2%. Since the quarter end (June 30, 2026), XTWO has gained -0.1% vs -0.2% 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 (XTWO)

Smart Money Signals — XTWO

Selling streak — 1 quarter in a row

High ownership — 82% of 3.0Y peak

Outflows — 8% fewer funds vs a year ago

More sellers than buyers — 44% buying

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

Mostly new holders — 38% entered in last year

Steady discovery — ~4 new funds/quarter

Mixed cohorts — 16% veterans, 43% new entrants

Smaller funds dominant — 8% AUM from top-100

Institutional Sentiment Summary — XTWO

Hedge Fund Ownership: XTWO

Market Analysis: XTWO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: XTWO

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

Hedge Fund Positioning: XTWO

Statistics: XTWO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Bondbloxx ETF Trust (XTWO)

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