BondBloxx BBB Rated 1-5 Year Corporate Bond ETF
BBBS
15 hedge funds and large institutions have $65.2M invested in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
25% more funds holding
Funds holding: 12 → 15 (+3)
3% less capital invested
Capital invested by funds: $67M → $65.2M (-$1.81M)
1.27% less ownership
Funds ownership: 113.27% → 112% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$4.13M |
| 2 |
ECM
Exchange Capital Management
Ann Arbor,
Michigan
|
+$3.2M |
| 3 |
MFS
Mattson Financial Services
Kentwood,
Michigan
|
+$1.82M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.78M |
| 5 |
SSWM
Strait & Sound Wealth Management
San Francisco,
California
|
+$1.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$14.2M |
| 2 |
BFA
Brown Financial Advisors
Milford,
Ohio
|
-$1.02M |
| 3 |
DPI
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
-$401K |
| 4 |
FFA
Farther Finance Advisors
San Francisco,
California
|
-$332K |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$42K |
BBBS Hedge Fund Activity: Q4 2024 in Review
15 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) for Q4 2024, worth a combined $65.2M — down 2.7% from $67M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new BBBS positions and 4 closed out — a net gain of 3 holders — while 5 added to existing stakes and 3 trimmed.
The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $4.13M. The largest seller was Gradient Investments, cutting an estimated $14.2M.
- 15 institutional investors held BondBloxx BBB Rated 1-5 Year Corporate Bond ETF (BBBS) as of Q4 2024, up from 12 in Q3 2024.
- Funds reported $65.2M of BondBloxx BBB Rated 1-5 Year Corporate Bond ETF stock for Q4 2024, down 2.7% quarter-over-quarter.
- 7 funds opened new BondBloxx BBB Rated 1-5 Year Corporate Bond ETF positions in Q4 2024 and 4 closed out, a net change of +3 holders.
- The largest BondBloxx BBB Rated 1-5 Year Corporate Bond ETF buyer in Q4 2024 was Thrivent Financial for Lutherans, an estimated $4.13M added.
- The largest BondBloxx BBB Rated 1-5 Year Corporate Bond ETF seller in Q4 2024 was Gradient Investments, an estimated $14.2M sold.
Based on aggregated 13F filings for Q4 2024.