BondBloxx B-Rated USD High Yield Corporate Bond ETF
6 hedge funds and large institutions have $12.9M invested in BondBloxx B-Rated USD High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 1 closing their positions.
14% more capital invested
Capital invested by funds: $11.3M → $12.9M (+$1.64M)
2.87% more ownership
Funds ownership: 70.38% → 73.25% (+2.9%)
0% more funds holding
Funds holding: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MOS
MGO One Seven
Beachwood,
Ohio
|
+$1.37M |
| 2 |
Jane Street
New York
|
+$271K |
| 3 |
SSWM
Strait & Sound Wealth Management
San Francisco,
California
|
+$257K |
| 4 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$7.74K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$48 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MERSOM
1
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
| $10.5M | – | – | – |
|
|
MOS
2
MGO One Seven
Beachwood,
Ohio
| $1.69M | +$1.37M | +34,609 | +412% |
|
|
3
Jane Street
New York
| $493K | +$271K | +6,820 | +119% |
|
|
SSWM
4
Strait & Sound Wealth Management
San Francisco,
California
| $254K | +$257K | +6,471 | New |
|
|
GRP
5
Global Retirement Partners
San Rafael,
California
| $23.9K | +$7.74K | +195 | +47% |
|
6
Bank of Montreal
Toronto,
Ontario, Canada
| $5.14K | – | – | – |
|
|
7
Morgan Stanley
New York
| – | -$48 | -1 | Closed |
|
XB Hedge Fund Activity: Q4 2024 in Review
6 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in BondBloxx B-Rated USD High Yield Corporate Bond ETF (XB) for Q4 2024, worth a combined $12.9M — up 14% from $11.3M a quarter earlier.
Fund positioning in XB was balanced in Q4 2024: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 0 trimmed.
The largest buyer was MGO One Seven, adding an estimated $1.37M. The largest seller was Morgan Stanley, exiting entirely with an estimated $48 sold.
- 6 institutional investors held BondBloxx B-Rated USD High Yield Corporate Bond ETF (XB) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $12.9M of BondBloxx B-Rated USD High Yield Corporate Bond ETF stock for Q4 2024, up 14% quarter-over-quarter.
- 1 fund opened new BondBloxx B-Rated USD High Yield Corporate Bond ETF positions in Q4 2024 and 1 closed out, a net change of 0 holders.
- The largest BondBloxx B-Rated USD High Yield Corporate Bond ETF buyer in Q4 2024 was MGO One Seven, an estimated $1.37M added.
- The largest BondBloxx B-Rated USD High Yield Corporate Bond ETF seller in Q4 2024 was Morgan Stanley, an estimated $48 sold.
Based on aggregated 13F filings for Q4 2024.