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BondBloxx USD High Yield Bond Sector Rotation ETF

16 hedge funds and large institutions have $7.45M invested in BondBloxx USD High Yield Bond Sector Rotation ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $6.02M → $7.45M (+$1.43M)

1.09% more ownership

Funds ownership: 24.67%25.77% (+1.1%)

0% more funds holding

Funds holding: 1616 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

50% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 6

Holders
16
Holders Change
Holders Change %
0%
% of All Funds
0.21%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
3
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FW
1
FullCircle Wealth
Texas
$1.87M +$1.17M +77,314 +167%
LPL Financial
2
LPL Financial
California
$1.59M -$11.1K -734 -0.7%
AFA
3
Atlas Financial Advisors
California
$989K +$1.01M +66,176 New
CWM
4
Congress Wealth Management
Massachusetts
$806K -$8.93K -588 -1%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$631K +$122K +8,014 +23%
Truist Financial
6
Truist Financial
North Carolina
$467K -$14.8K -972 -3%
Morgan Stanley
7
Morgan Stanley
New York
$340K
SFS
8
Sowell Financial Services
Arkansas
$238K -$22.4K -1,473 -8%
HighTower Advisors
9
HighTower Advisors
Illinois
$179K +$182K +12,000 New
Jane Street
10
Jane Street
New York
$179K -$124K -8,175 -41%
Wells Fargo
11
Wells Fargo
California
$151K -$7.68K -506 -5%
FFA
12
Farther Finance Advisors
California
$10.1K +$167 +11 +2%
DRP
13
Decker Retirement Planning
Utah
$3.74K +$3.8K +250 New
PA
14
Parallel Advisors
California
$2.53K
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1K +$1.14K +75 New
VHAM
16
Van Hulzen Asset Management
California
$297 +$304 +20 New
IAIM
17
International Assets Investment Management
Florida
-$1.81K -58,913 Closed
Citadel Advisors
18
Citadel Advisors
Florida
-$275K -17,903 Closed
AWM
19
Adams Wealth Management
Utah
-$154K -10,016 Closed
CI
20
CacheTech Inc
Utah
-$154K -10,016 Closed
UBS Group
21
UBS Group
Switzerland
-$135K -8,783 Closed

HYSA Hedge Fund Activity: Q4 2024 in Review

16 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in BondBloxx USD High Yield Bond Sector Rotation ETF (HYSA) for Q4 2024, worth a combined $7.45M — up 24% from $6.02M a quarter earlier.

Fund positioning in HYSA was balanced in Q4 2024: 5 funds opened new positions, 5 closed out, 3 added to existing stakes and 6 trimmed.

The largest buyer was FullCircle Wealth, adding an estimated $1.17M. The largest seller was Citadel Advisors, exiting entirely with an estimated $275K sold.

  • 16 institutional investors held BondBloxx USD High Yield Bond Sector Rotation ETF (HYSA) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $7.45M of BondBloxx USD High Yield Bond Sector Rotation ETF stock for Q4 2024, up 24% quarter-over-quarter.
  • 5 funds opened new BondBloxx USD High Yield Bond Sector Rotation ETF positions in Q4 2024 and 5 closed out, a net change of 0 holders.
  • The largest BondBloxx USD High Yield Bond Sector Rotation ETF buyer in Q4 2024 was FullCircle Wealth, an estimated $1.17M added.
  • The largest BondBloxx USD High Yield Bond Sector Rotation ETF seller in Q4 2024 was Citadel Advisors, an estimated $275K sold.

Based on aggregated 13F filings for Q4 2024.