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PCMM

BondBloxx Private Credit CLO ETF
PCMM

43 hedge funds and large institutions have $106M invested in BondBloxx Private Credit CLO ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 3

167% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 6

59% more funds holding

Funds holding: 27 → 43 (+16)

21% more capital invested

Capital invested by funds: $87.5M → $106M (+$18M)

7.06% less ownership

Funds ownership: 88.25% → 81.19% (-7.1%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
43
Holders Change
+16
Holders Change %
+59.26%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
20
Increased
16
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NW
NewEdge Wealth
Pennsylvania
+$3.57M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$3.03M
3
BCI
Brinker Capital Investments
Pennsylvania
+$2.43M
4
IA
Inspire Advisors
Idaho
+$1.98M
5
Stifel Financial
Stifel Financial
Missouri
+$1.89M

Top Sellers

Rank Fund Capital Flow
1
CCA
Carrera Capital Advisors
Michigan
-$1.75M
2
FW
FullCircle Wealth
Texas
-$817K
3
NCM
Northland Capital Management
Minnesota
-$509K
4
Jane Street
Jane Street
New York
-$392K
5
JP Morgan Chase
JP Morgan Chase
New York
-$102K
Name Holding Trade Value Shares
Change 		Change in
Stake
LSPW
26
Lake Street Private Wealth
Illinois
$744K +$30.4K +602 +4%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$711K +$712K +14,111 New
IWN
28
Independent Wealth Network
Iowa
$603K +$604K +11,960 New
SIM
29
Stratos Investment Management
Ohio
$547K +$548K +10,857 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$538K +$25.1K +497 +5%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$507K +$508K +10,072 New
BCA
32
Bay Colony Advisors
Massachusetts
$451K +$64.9K +1,287 +17%
WCG
33
Weaver Consulting Group
California
$413K +$414K +8,200 New
HCA
34
Heck Capital Advisors
Wisconsin
$216K +$606 +12 +0.3%
SPIA
35
Steward Partners Investment Advisory
New York
$173K +$174K +3,443 New
CBT
36
Crews Bank & Trust
Florida
$40.3K +$40.4K +800 New
PWA
37
Physician Wealth Advisors
Utah
$20.2K +$20.2K +400 New
PA
38
Pineridge Advisors
Missouri
$17.6K – – –
CAIM
39
Catherine Avery Investment Management
Florida
$14.9K +$14.9K +295 New
Raymond James Financial
40
Raymond James Financial
Florida
$3.02K +$3.03K +60 New
GRP
41
Global Retirement Partners
California
$2.32K +$2.32K +46 New
Morgan Stanley
42
Morgan Stanley
New York
$1.71K +$1.72K +34 New
UBS Group
43
UBS Group
Switzerland
$1.01K +$807 +16 +400%
Jane Street
44
Jane Street
New York
– -$392K -7,709 Closed
JP Morgan Chase
45
JP Morgan Chase
New York
– -$102K -2,000 Closed
SIS
46
Sound Income Strategies
Florida
– -$20K -393 Closed
1
2

PCMM Hedge Fund Activity: Q2 2025 in Review

43 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Private Credit CLO ETF (PCMM) for Q2 2025, worth a combined $106M — up 21% from $87.5M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PCMM positions and 3 closed out — a net gain of 17 holders — while 16 added to existing stakes and 6 trimmed.

The largest buyer was NewEdge Wealth, opening a new position worth an estimated $3.57M. The largest seller was Carrera Capital Advisors, cutting an estimated $1.75M.

  • 43 institutional investors held BondBloxx Private Credit CLO ETF (PCMM) as of Q2 2025, up from 27 in Q1 2025.
  • Funds reported $106M of BondBloxx Private Credit CLO ETF stock for Q2 2025, up 21% quarter-over-quarter.
  • 20 funds opened new BondBloxx Private Credit CLO ETF positions in Q2 2025 and 3 closed out, a net change of +17 holders.
  • The largest BondBloxx Private Credit CLO ETF buyer in Q2 2025 was NewEdge Wealth, an estimated $3.57M added.
  • The largest BondBloxx Private Credit CLO ETF seller in Q2 2025 was Carrera Capital Advisors, an estimated $1.75M sold.

Based on aggregated 13F filings for Q2 2025.