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BondBloxx USD High Yield Bond Sector Rotation ETF

12 hedge funds and large institutions have $8.98M invested in BondBloxx USD High Yield Bond Sector Rotation ETF in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.51% less ownership

Funds ownership: 35.8%29.29% (-6.5%)

17% less capital invested

Capital invested by funds: $10.8M → $8.98M (-$1.82M)

20% less funds holding

Funds holding: 1512 (-3)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

86% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 7

Holders
12
Holders Change
-3
Holders Change %
-20%
% of All Funds
0.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
1
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change

HYSA Hedge Fund Activity: Q4 2023 in Review

12 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in BondBloxx USD High Yield Bond Sector Rotation ETF (HYSA) for Q4 2023, worth a combined $8.98M — down 17% from $10.8M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of HYSA and 1 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 1 added.

The largest buyer was Gradient Investments, opening a new position worth an estimated $18K. The largest seller was Congress Wealth Management, exiting entirely with an estimated $899K sold.

  • 12 institutional investors held BondBloxx USD High Yield Bond Sector Rotation ETF (HYSA) as of Q4 2023, down from 15 in Q3 2023.
  • Funds reported $8.98M of BondBloxx USD High Yield Bond Sector Rotation ETF stock for Q4 2023, down 17% quarter-over-quarter.
  • 1 fund opened new BondBloxx USD High Yield Bond Sector Rotation ETF positions in Q4 2023 and 4 closed out, a net change of -3 holders.
  • The largest BondBloxx USD High Yield Bond Sector Rotation ETF buyer in Q4 2023 was Gradient Investments, an estimated $18K added.
  • The largest BondBloxx USD High Yield Bond Sector Rotation ETF seller in Q4 2023 was Congress Wealth Management, an estimated $899K sold.

Based on aggregated 13F filings for Q4 2023.