Who Owns XTWY?
BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF — Institutional Ownership & 13F Holdings
$37.52
-0.04 (-0.11%)
Market Cap
$73.0M
Shares Outstanding
1,875,392
Institutional Holders
13
Total Inst. Value
$43.6M
% of Float Held
—
QoQ Holder Change
+6
Institutional data as of Q1 2025
New Positions
4
Closed Positions
1
Increased
6
Decreased
2
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Valtinson Bruner Financial Planning LLC | $18.1M | 450,723 |
| 2 | Municipal Employees' Retirement System of Michigan | $16.9M | 420,244 |
| 3 | FLOW TRADERS U.S. LLCNew | $1.7M | 42,723 |
| 4 | AE Wealth Management LLC | $1.5M | 36,816 |
| 5 | JANE STREET GROUP, LLC | $1.1M | 27,704 |
| 6 | Mach-1 Financial Group, LLCNew | $934K | 23,273 |
| 7 | BANK OF AMERICA CORP /DE/ | $922K | 23,024 |
| 8 | BlackDiamond Wealth Management, LLCNew | $855K | 22,519 |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $851K | 21,224 |
| 10 | STAR Financial Bank | $743K | 18,527 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| FLOW TRADERS U.S. LLCNew | +43K | $1.7M |
| AE Wealth Management LLC | +30K | $1.5M |
| JANE STREET GROUP, LLC | +22K | $1.1M |
| Mach-1 Financial Group, LLCNew | +23K | $934K |
| BlackDiamond Wealth Management, LLCNew | +23K | $855K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Valtinson Bruner Financial Planning LLC | -105K | $18.1M |
| BANK OF AMERICA CORP /DE/ | -8K | $922K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold XTWY?
As of Q1 2025, 13 institutional investors report holding XTWY (BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF) in their 13F filings.
Which hedge fund owns the most XTWY?
The largest institutional holder of XTWY is Valtinson Bruner Financial Planning LLC with $18.1M in shares.
Are institutions buying or selling XTWY?
This quarter, 4 institutions opened new positions in XTWY and 1 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.