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BondBloxx USD High Yield Bond Sector Rotation ETF
HYSA

10 hedge funds and large institutions have $5.16M invested in BondBloxx USD High Yield Bond Sector Rotation ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.07% less ownership

Funds ownership: 22.05% → 18.98% (-3.1%)

17% less funds holding

Funds holding: 12 → 10 (-2)

41% less capital invested

Capital invested by funds: $8.68M → $5.16M (-$3.52M)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

80% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 5

Holders
10
Holders Change
-2
Holders Change %
-16.67%
% of All Funds
0.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CWM
Congress Wealth Management
Massachusetts
+$816K
2
Jane Street
Jane Street
New York
+$420K
3
UBS Group
UBS Group
Switzerland
+$94.7K

Top Sellers

Rank Fund Capital Flow
1
NAM
Nexpoint Asset Management
Texas
-$4.51M
2
LPL Financial
LPL Financial
California
-$243K
3
Osaic Holdings
Osaic Holdings
Arizona
-$45.1K
4
Wells Fargo
Wells Fargo
California
-$4.34K
5
Morgan Stanley
Morgan Stanley
New York
-$3.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$2.31M -$243K -16,416 -10%
CWM
2
Congress Wealth Management
Massachusetts
$818K +$816K +55,096 New
Truist Financial
3
Truist Financial
North Carolina
$478K -$2.38K -161 -0.5%
Jane Street
4
Jane Street
New York
$421K +$420K +28,381 New
Morgan Stanley
5
Morgan Stanley
New York
$339K -$3.1K -209 -0.9%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$279K -$1.75K -118 -0.6%
SFS
7
Sowell Financial Services
Arkansas
$258K – – –
Wells Fargo
8
Wells Fargo
California
$157K -$4.34K -293 -3%
UBS Group
9
UBS Group
Switzerland
$96.7K +$94.7K +6,395 +5,157%
PA
10
Parallel Advisors
California
$2.51K – – –
HNB
11
Huntington National Bank
Ohio
$1.67K – – –
NAM
12
Nexpoint Asset Management
Texas
– -$4.51M -300,000 Closed
Osaic Holdings
13
Osaic Holdings
Arizona
– -$45.1K -3,000 Closed
NA
14
NewEdge Advisors
Louisiana
– -$300 -20 Closed
Fidelity Investments
15
Fidelity Investments
Massachusetts
– -$15 -1 Closed

HYSA Hedge Fund Activity: Q2 2024 in Review

10 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in BondBloxx USD High Yield Bond Sector Rotation ETF (HYSA) for Q2 2024, worth a combined $5.16M — down 41% from $8.68M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of HYSA and 2 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 1 added.

The largest buyer was Congress Wealth Management, opening a new position worth an estimated $816K. The largest seller was Nexpoint Asset Management, exiting entirely with an estimated $4.51M sold.

  • 10 institutional investors held BondBloxx USD High Yield Bond Sector Rotation ETF (HYSA) as of Q2 2024, down from 12 in Q1 2024.
  • Funds reported $5.16M of BondBloxx USD High Yield Bond Sector Rotation ETF stock for Q2 2024, down 41% quarter-over-quarter.
  • 2 funds opened new BondBloxx USD High Yield Bond Sector Rotation ETF positions in Q2 2024 and 4 closed out, a net change of -2 holders.
  • The largest BondBloxx USD High Yield Bond Sector Rotation ETF buyer in Q2 2024 was Congress Wealth Management, an estimated $816K added.
  • The largest BondBloxx USD High Yield Bond Sector Rotation ETF seller in Q2 2024 was Nexpoint Asset Management, an estimated $4.51M sold.

Based on aggregated 13F filings for Q2 2024.