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PCMM

BondBloxx Private Credit CLO ETF
PCMM

70 hedge funds and large institutions have $164M invested in BondBloxx Private Credit CLO ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

107.93% more ownership

Funds ownership: 81.16% → 189.09% (+108%)

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

35% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 23

8% more capital invested

Capital invested by funds: $151M → $164M (+$12.4M)

6% more funds holding

Funds holding: 66 → 70 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
70
Holders Change
+4
Holders Change %
+6.06%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
31
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OA
Oasis Advisors
Iowa
+$232M
2
GI
Gradient Investments
Minnesota
+$6.41M
3
WWM
WT Wealth Management
Arizona
+$2.48M
4
FIA
Foundations Investment Advisors
Arizona
+$2.24M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.83M

Top Sellers

Rank Fund Capital Flow
1
CCA
Carrera Capital Advisors
Michigan
-$5.12M
2
NCM
Northland Capital Management
Minnesota
-$4.56M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$3.32M
4
BCI
Brinker Capital Investments
Pennsylvania
-$1.96M
5
Jane Street
Jane Street
New York
-$1.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
PW
26
Paladin Wealth
Minnesota
$1.38M +$167K +3,331 +13%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$1.35M +$353K +7,065 +35%
PCIA
28
Prime Capital Investment Advisors
Kansas
$1.31M -$506K -10,113 -28%
SA
29
Sanctuary Advisors
Indiana
$1.22M +$52.6K +1,052 +4%
SAI
30
Savvy Advisors Inc
New York
$1.18M -$76.5K -1,529 -6%
Citadel Advisors
31
Citadel Advisors
Florida
$1.17M +$818K +16,358 +222%
BF
32
Brucke Financial
Indiana
$1.15M -$249K -4,969 -18%
VCM
33
Vavra Capital Management
Pennsylvania
$1.06M +$76.6K +1,531 +8%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.06M -$2.2K -44 -0.2%
FTUS
35
Flow Traders U.S.
New York
$1.01M +$1.03M +20,641 New
CPIG
36
Chicago Partners Investment Group
Illinois
$895K -$36.8K -735 -4%
WWM
37
Wolff Wiese Magana
California
$887K -$19.7K -393 -2%
MOS
38
MGO One Seven
Ohio
$836K +$19.9K +397 +2%
MA
39
Mutual Advisors
Nebraska
$821K -$277K -5,534 -25%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$789K -$19.7K -394 -2%
HIS
41
Harvest Investment Services
Illinois
$785K -$1.5K -30 -0.2%
WCG
42
Weaver Consulting Group
California
$711K +$4K +80 +0.6%
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$710K +$722K +14,440 New
LSPW
44
Lake Street Private Wealth
Illinois
$687K -$50.2K -1,004 -7%
SAFS
45
S&A Financial Services
Kansas
$656K +$667K +13,334 New
SIM
46
Stratos Investment Management
Ohio
$621K +$9.55K +191 +2%
FPGK
47
Financial Partners Group (Kansas)
Kansas
$535K -$165K -3,300 -23%
CIA
48
Concurrent Investment Advisors
Florida
$531K +$540K +10,799 New
GRWP
49
Green Ridge Wealth Planning
New Jersey
$482K +$491K +9,812 New
FAL
50
Focused Alpha LLC
Colorado
$372K +$79.5K +1,590 +27%
1
2
3 4

PCMM Hedge Fund Activity: Q1 2026 in Review

70 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Private Credit CLO ETF (PCMM) for Q1 2026, worth a combined $164M — up 8.2% from $151M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PCMM positions and 8 closed out — a net gain of 6 holders — while 31 added to existing stakes and 23 trimmed.

The largest buyer was Oasis Advisors, adding an estimated $232M. The largest seller was Carrera Capital Advisors, cutting an estimated $5.12M.

  • 70 institutional investors held BondBloxx Private Credit CLO ETF (PCMM) as of Q1 2026, up from 66 in Q4 2025.
  • Funds reported $164M of BondBloxx Private Credit CLO ETF stock for Q1 2026, up 8.2% quarter-over-quarter.
  • 14 funds opened new BondBloxx Private Credit CLO ETF positions in Q1 2026 and 8 closed out, a net change of +6 holders.
  • The largest BondBloxx Private Credit CLO ETF buyer in Q1 2026 was Oasis Advisors, an estimated $232M added.
  • The largest BondBloxx Private Credit CLO ETF seller in Q1 2026 was Carrera Capital Advisors, an estimated $5.12M sold.

Based on aggregated 13F filings for Q1 2026.