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BondBloxx CCC-Rated USD High Yield Corporate Bond ETF

22 hedge funds and large institutions have $42.2M invested in BondBloxx CCC-Rated USD High Yield Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 0 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

16% more funds holding

Funds holding: 1922 (+3)

1% more capital invested

Capital invested by funds: $41.6M → $42.2M (+$555K)

8.96% less ownership

Funds ownership: 45.49%36.53% (-9%)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
10
Reduced
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
Adams Wealth Management
Utah
$9.91M +$1.57M +39,793 +19%
CI
2
CacheTech Inc
Utah
$9.91M +$1.57M +39,793 +19%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$4.76M
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$4.42M +$4.46M +112,985 New
AFG
5
Atomi Financial Group
New York
$3.11M +$791K +20,047 +34%
FW
6
FullCircle Wealth
Texas
$1.7M +$1.13M +28,720 +199%
SSWM
7
Strait & Sound Wealth Management
California
$1.7M +$1.07M +27,166 +168%
LPL Financial
8
LPL Financial
California
$1.52M +$1.53M +38,704 New
RIG
9
RiverFront Investment Group
Virginia
$1.42M +$32.6K +826 +2%
Deutsche Bank
10
Deutsche Bank
Germany
$1.17M +$1.18M +30,000 New
PWM
11
Partners Wealth Management
California
$955K +$963K +24,389 New
SGI
12
Swan Global Investments
Colorado
$559K +$102K +2,572 +22%
Goldman Sachs
13
Goldman Sachs
New York
$372K +$375K +9,497 New
FPGK
14
Financial Partners Group (Kansas)
Kansas
$268K +$7.38K +187 +3%
FTUS
15
Flow Traders U.S.
New York
$216K +$218K +5,517 New
GRP
16
Global Retirement Partners
California
$75.6K +$9.08K +230 +14%
Bank of America
17
Bank of America
North Carolina
$72.6K +$73.1K +1,853 New
SIS
18
Sound Income Strategies
Florida
$51.7K +$52.1K +1,320 New
LFA
19
LGT Financial Advisors
Texas
$3.16K +$1.07K +27 +50%
RPCA
20
Running Point Capital Advisors
California
$1.02K
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$196
Morgan Stanley
22
Morgan Stanley
New York
$44
BCM
23
Brigade Capital Management
New York
-$5.1M -128,000 Closed
Invesco
24
Invesco
Georgia
-$2.39M -60,000 Closed
CWM
25
Cedar Wealth Management
California
-$2.34M -58,829 Closed

XCCC Hedge Fund Activity: Q4 2024 in Review

22 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BondBloxx CCC-Rated USD High Yield Corporate Bond ETF (XCCC) for Q4 2024, worth a combined $42.2M — up 1.3% from $41.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new XCCC positions and 4 closed out — a net gain of 4 holders — while 10 added to existing stakes and 0 trimmed.

The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $4.46M. The largest seller was Brigade Capital Management, exiting entirely with an estimated $5.1M sold.

  • 22 institutional investors held BondBloxx CCC-Rated USD High Yield Corporate Bond ETF (XCCC) as of Q4 2024, up from 19 in Q3 2024.
  • Funds reported $42.2M of BondBloxx CCC-Rated USD High Yield Corporate Bond ETF stock for Q4 2024, up 1.3% quarter-over-quarter.
  • 8 funds opened new BondBloxx CCC-Rated USD High Yield Corporate Bond ETF positions in Q4 2024 and 4 closed out, a net change of +4 holders.
  • The largest BondBloxx CCC-Rated USD High Yield Corporate Bond ETF buyer in Q4 2024 was Cambridge Investment Research Advisors, an estimated $4.46M added.
  • The largest BondBloxx CCC-Rated USD High Yield Corporate Bond ETF seller in Q4 2024 was Brigade Capital Management, an estimated $5.1M sold.

Based on aggregated 13F filings for Q4 2024.