PCMM

BondBloxx Private Credit CLO ETF

42 hedge funds and large institutions have $106M invested in BondBloxx Private Credit CLO ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
+15
Holders Change %
+55.56%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
19
Increased
16
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LSPW
26
Lake Street Private Wealth
Illinois
$744K +$30.3K +602 +4%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$711K +$711K +14,111 New
IWN
28
Independent Wealth Network
Iowa
$603K +$603K +11,960 New
SIM
29
Stratos Investment Management
Ohio
$547K +$547K +10,857 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$538K +$25K +497 +5%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$507K +$507K +10,072 New
BCA
32
Bay Colony Advisors
Massachusetts
$451K +$64.8K +1,287 +17%
WCG
33
Weaver Consulting Group
California
$413K +$413K +8,200 New
HCA
34
Heck Capital Advisors
Wisconsin
$216K +$605 +12 +0.3%
SPIA
35
Steward Partners Investment Advisory
New York
$173K +$173K +3,443 New
CBT
36
Crews Bank & Trust
Florida
$40.3K +$40.3K +800 New
PWA
37
Physician Wealth Advisors
Utah
$20.2K +$20.2K +400 New
PA
38
Pineridge Advisors
Missouri
$17.6K
Raymond James Financial
39
Raymond James Financial
Florida
$3.02K +$3.02K +60 New
GRP
40
Global Retirement Partners
California
$2.32K +$2.32K +46 New
Morgan Stanley
41
Morgan Stanley
New York
$1.71K +$1.71K +34 New
UBS Group
42
UBS Group
Switzerland
$1.01K +$806 +16 +400%
Jane Street
43
Jane Street
New York
-$392K -7,709 Closed
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
-$102K -2,000 Closed
SIS
45
Sound Income Strategies
Florida
-$20K -393 Closed