BondBloxx BBB Rated 1-5 Year Corporate Bond ETF
BBBS
12 hedge funds and large institutions have $67M invested in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
71% more funds holding
Funds holding: 7 → 12 (+5)
34% more capital invested
Capital invested by funds: $49.8M → $67M (+$17.2M)
3.4% less ownership
Funds ownership: 116.66% → 113.27% (-3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$11.3M |
| 2 |
Jane Street
New York
|
+$1.48M |
| 3 |
FW
FullCircle Wealth
Dallas,
Texas
|
+$776K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$544K |
| 5 |
DPI
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
+$397K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFS
Mattson Financial Services
Kentwood,
Michigan
|
-$15K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$12.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GI
1
Gradient Investments
Arden Hills,
Minnesota
| $54.5M | +$11.3M | +221,338 | +26% |
|
|
BFA
2
Brown Financial Advisors
Milford,
Ohio
| $4.04M | +$199K | +3,914 | +5% |
|
|
MFS
3
Mattson Financial Services
Kentwood,
Michigan
| $3.66M | -$15K | -294 | -0.4% |
|
|
4
Jane Street
New York
| $1.5M | +$1.48M | +29,080 | New |
|
|
PW
5
Paladin Wealth
Arden Hills,
Minnesota
| $1.16M | +$1.15M | +22,478 | New |
|
|
FW
6
FullCircle Wealth
Dallas,
Texas
| $775K | +$776K | +15,225 | New |
|
|
7
Citadel Advisors
Miami,
Florida
| $550K | +$544K | +10,680 | New |
|
|
DPI
8
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| $401K | +$397K | +7,780 | New |
|
|
FFA
9
Farther Finance Advisors
San Francisco,
California
| $332K | +$16.5K | +323 | +5% |
|
|
HI
10
Harbour Investments
Madison,
Wisconsin
| $42K | +$16K | +314 | +63% |
|
|
GRP
11
Global Retirement Partners
San Rafael,
California
| $18.6K | +$5.25K | +103 | +40% |
|
12
Osaic Holdings
Scottsdale,
Arizona
| $12.3K | +$12.2K | +240 | New |
|
|
13
UBS Group
Zurich,
Switzerland
| – | -$12.3K | -244 | Closed |
|
BBBS Hedge Fund Activity: Q3 2024 in Review
12 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) for Q3 2024, worth a combined $67M — up 34% from $49.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new BBBS positions and 1 closed out — a net gain of 5 holders — while 5 added to existing stakes and 1 trimmed.
The largest buyer was Gradient Investments, adding an estimated $11.3M. The largest seller was Mattson Financial Services, cutting an estimated $15K.
- 12 institutional investors held BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) as of Q3 2024, up from 7 in Q2 2024.
- Funds reported $67M of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF stock for Q3 2024, up 34% quarter-over-quarter.
- 6 funds opened new BondBloxx BBB Rated 1-5 Year Corporate Bond ETF positions in Q3 2024 and 1 closed out, a net change of +5 holders.
- The largest BondBloxx BBB Rated 1-5 Year Corporate Bond ETF buyer in Q3 2024 was Gradient Investments, an estimated $11.3M added.
- The largest BondBloxx BBB Rated 1-5 Year Corporate Bond ETF seller in Q3 2024 was Mattson Financial Services, an estimated $15K sold.
Based on aggregated 13F filings for Q3 2024.