Bondbloxx ETF Trust (XTWY) Hedge Fund Ownership (Q1 2026)

Bondbloxx ETF Trust (XTWY)

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

Smart Money Signals — XTWY

Based on 28 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added XTWY 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

28 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 — +115% more funds vs a year ago

fund count last 6Q

+15 new funds entered over the past year (+115% 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 — 71% buying

20 buying8 selling

Last quarter: 20 funds were net buyers (10 opened a brand new position + 10 added to an existing one). Only 8 were sellers (5 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 4 → 3 → 9 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 61% entered in last year

■ 11% conviction (2yr+) ■ 29% medium ■ 61% new

Only 3 funds (11%) 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 — ~10 new funds/quarter

4 → 4 → 3 → 9 → 10 new funds/Q

New funds entering each quarter: 4 → 3 → 9 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 71% of holders entered in last year

■ 11% veterans ■ 18% 1-2yr ■ 71% new

Of 28 current holders: 20 (71%) entered in the past year, only 3 (11%) 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 — 72% AUM from top-100 funds

72% from top-100 AUM funds

7 of 28 holders are among the 100 largest funds by AUM, controlling 72% 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.

6.2

out of 10

Moderate Exit Risk

Exit risk score 6.2/10 — 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 Q1)	Prior (2025 Q4)	Change
Funds Holding	28	21	33.33%
13F Shares	5M	5M	-3.69%
Total Value	$194M	$195M	-0.56%
New Positions	10	9	+1
Increased Positions	10	8	+2
Closed Positions	3	3	-
Reduced Positions	5	1	+4
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

33.33%

13F Shares

-3.69%

Total Value

$194M

$195M

-0.56%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

28 + 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:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

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

Top 24 XTWY holders by conviction (% of portfolio weight) — 2026 Q1 · 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	Paladin Wealth, LLC	1.07%	49,165	$1.8M
4	Mattson Financial Services, LLC	1.05%	137,868	$5.0M
5	STAR Financial Bank	0.64%	41,832	$1.6M
6	Gradient Investments LLC	0.61%	1,180,913	$44.3M
7	Richard P Slaughter Associates Inc	0.44%	60,065	$2.3M
8	Argyle Capital Partners, LLC	0.21%	8,721	$327K
9	Hbw Advisory Services LLC	0.08%	23,700	$890K
10	FSA Investment Group, LLC	0.08%	6,257	$235K
11	Envestnet Asset Management Inc	0.03%	3,483,511	$130.8M
12	Sigma Planning Corp	0.03%	27,223	$1.0M
13	Tower Research Capital LLC (TRC)	0.02%	24,652	$925K
14	AE Wealth Management LLC	0.02%	102,060	$3.8M
15	NBH Bank	0.00%	88	$3K
16	Elevated Capital Advisors, LLC	0.00%	25	—
17	Bank of America Corp /de/	0.00%	82,787	$3.1M
18	Jane Street Group, LLC	0.00%	46,870	$1.8M
19	LPL Financial LLC	0.00%	12,368	$464K
20	Susquehanna International Group, LLP	0.00%	31,986	$1.2M
21	UBS Group AG	0.00%	942	$35K
22	Jones Financial Companies Lllp	0.00%	75	$3K
23	Fmr LLC	0.00%	57	$2K
24	Morgan Stanley	0.00%	1	—

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?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added XTWY 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 XTWY?

More buyers than sellers — 71% buying: Last quarter: 20 funds were net buyers (10 opened a brand new position + 10 added to an existing one). Only 8 were sellers (5 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XTWY holders?

Elite ownership — 72% AUM from top-100 funds: 7 of 28 holders are among the 100 largest funds by AUM, controlling 72% 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 — 61% entered in last year: Only 3 funds (11%) 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.

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Bondbloxx ETF Trust (XTWY)

Smart Money Signals — XTWY

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +115% more funds vs a year ago

More buyers than sellers — 71% buying

Steady new buyers — ~10 new funds per quarter

Mostly new holders — 61% entered in last year

Steady discovery — ~10 new funds/quarter

Early stage — 71% of holders entered in last year

Elite ownership — 72% 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

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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