BondBloxx BB-Rated USD High Yield Corporate Bond ETF
XBB
9 hedge funds and large institutions have $51.6M invested in BondBloxx BB-Rated USD High Yield Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
80% more funds holding
Funds holding: 5 → 9 (+4)
0.99% more ownership
Funds ownership: 94.31% → 95.31% (+0.99%)
1% less capital invested
Capital invested by funds: $52.2M → $51.6M (-$649K)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lido Advisors
Los Angeles,
California
|
+$2.3M |
| 2 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
+$48.6K |
| 3 |
SRC
Sage Rhino Capital
Menlo Park,
California
|
+$36.5K |
| 4 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$6.78K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.87K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$3.96M |
| 2 |
Jane Street
New York
|
-$1.44M |
| 3 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$69.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MERSOM
1
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
| $39.9M | – | – | – |
|
|
SMM
2
Stadion Money Management
Watkinsville,
Georgia
| $5.07M | -$69.2K | -1,785 | -1% |
|
|
SRC
3
Sage Rhino Capital
Menlo Park,
California
| $3.7M | +$36.5K | +941 | +1% |
|
|
4
Lido Advisors
Los Angeles,
California
| $2.39M | +$2.3M | +59,396 | New |
|
|
5
Jane Street
New York
| $417K | -$1.44M | -37,117 | -78% |
|
|
CA
6
Clearstead Advisors
Cleveland,
Ohio
| $50.3K | +$48.6K | +1,255 | New |
|
|
GRP
7
Global Retirement Partners
San Rafael,
California
| $7.03K | +$6.78K | +175 | New |
|
|
8
UBS Group
Zurich,
Switzerland
| $2.96K | +$2.87K | +74 | New |
|
9
Morgan Stanley
New York
| $102 | +$78 | +2 | New |
|
|
FTUS
10
Flow Traders U.S.
New York
| – | -$3.96M | -103,843 | Closed |
|
XBB Hedge Fund Activity: Q4 2023 in Review
9 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BondBloxx BB-Rated USD High Yield Corporate Bond ETF (XBB) for Q4 2023, worth a combined $51.6M — down 1.2% from $52.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new XBB positions and 1 closed out — a net gain of 4 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Lido Advisors, opening a new position worth an estimated $2.3M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $3.96M sold.
- 9 institutional investors held BondBloxx BB-Rated USD High Yield Corporate Bond ETF (XBB) as of Q4 2023, up from 5 in Q3 2023.
- Funds reported $51.6M of BondBloxx BB-Rated USD High Yield Corporate Bond ETF stock for Q4 2023, down 1.2% quarter-over-quarter.
- 5 funds opened new BondBloxx BB-Rated USD High Yield Corporate Bond ETF positions in Q4 2023 and 1 closed out, a net change of +4 holders.
- The largest BondBloxx BB-Rated USD High Yield Corporate Bond ETF buyer in Q4 2023 was Lido Advisors, an estimated $2.3M added.
- The largest BondBloxx BB-Rated USD High Yield Corporate Bond ETF seller in Q4 2023 was Flow Traders U.S., an estimated $3.96M sold.
Based on aggregated 13F filings for Q4 2023.