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BondBloxx USD High Yield Bond Sector Rotation ETF
HYSA

12 hedge funds and large institutions have $8.68M invested in BondBloxx USD High Yield Bond Sector Rotation ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 12 → 12 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

9.18% less ownership

Funds ownership: 31.23% → 22.05% (-9.2%)

9% less capital invested

Capital invested by funds: $9.57M → $8.68M (-$892K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 4

Holders
12
Holders Change
–
Holders Change %
0%
% of All Funds
0.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
–
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$284K
2
NA
NewEdge Advisors
Louisiana
+$300
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$15

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$841K
2
MFG
Merit Financial Group
Georgia
-$267K
3
LPL Financial
LPL Financial
California
-$20.5K
4
GI
Gradient Investments
Minnesota
-$18.6K
5
UBS Group
UBS Group
Switzerland
-$10.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
1
Nexpoint Asset Management
Texas
$4.51M – – –
LPL Financial
2
LPL Financial
California
$2.58M -$20.5K -1,367 -0.8%
Truist Financial
3
Truist Financial
North Carolina
$486K – – –
Morgan Stanley
4
Morgan Stanley
New York
$346K -$841K -56,063 -71%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$284K +$284K +18,895 New
SFS
6
Sowell Financial Services
Arkansas
$261K – – –
Wells Fargo
7
Wells Fargo
California
$164K -$8.1K -540 -5%
Osaic Holdings
8
Osaic Holdings
Arizona
$45.1K – – –
PA
9
Parallel Advisors
California
$2.54K – – –
UBS Group
10
UBS Group
Switzerland
$1.86K -$10.5K -697 -85%
NA
11
NewEdge Advisors
Louisiana
$300 +$300 +20 New
Fidelity Investments
12
Fidelity Investments
Massachusetts
$15 +$15 +1 New
MFG
13
Merit Financial Group
Georgia
– -$267K -17,791 Closed
GI
14
Gradient Investments
Minnesota
– -$18.6K -1,239 Closed
HGERS
15
Householder Group Estate & Retirement Specialist
Arizona
– -$8K -572 Closed

HYSA Hedge Fund Activity: Q1 2024 in Review

12 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in BondBloxx USD High Yield Bond Sector Rotation ETF (HYSA) for Q1 2024, worth a combined $8.68M — down 9.3% from $9.57M a quarter earlier.

Fund positioning in HYSA was balanced in Q1 2024: 3 funds opened new positions, 3 closed out, 0 added to existing stakes and 4 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $284K. The largest seller was Morgan Stanley, cutting an estimated $841K.

  • 12 institutional investors held BondBloxx USD High Yield Bond Sector Rotation ETF (HYSA) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $8.68M of BondBloxx USD High Yield Bond Sector Rotation ETF stock for Q1 2024, down 9.3% quarter-over-quarter.
  • 3 funds opened new BondBloxx USD High Yield Bond Sector Rotation ETF positions in Q1 2024 and 3 closed out, a net change of 0 holders.
  • The largest BondBloxx USD High Yield Bond Sector Rotation ETF buyer in Q1 2024 was Raymond James Financial Services Advisors, an estimated $284K added.
  • The largest BondBloxx USD High Yield Bond Sector Rotation ETF seller in Q1 2024 was Morgan Stanley, an estimated $841K sold.

Based on aggregated 13F filings for Q1 2024.