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PCMM

BondBloxx Private Credit CLO ETF
PCMM

55 hedge funds and large institutions have $140M invested in BondBloxx Private Credit CLO ETF in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 7

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

33% more capital invested

Capital invested by funds: $106M → $140M (+$34.4M)

28% more funds holding

Funds holding: 43 → 55 (+12)

5.32% more ownership

Funds ownership: 81.19% → 86.51% (+5.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
55
Holders Change
+12
Holders Change %
+27.91%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
26
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.83M
2
P
&Partners
Tennessee
+$6.18M
3
CCA
Carrera Capital Advisors
Michigan
+$2.21M
4
LRWM
Lord & Richards Wealth Management
Colorado
+$2.21M
5
SAW
Signal Advisors Wealth
Michigan
+$2.21M

Top Sellers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$3.03M
2
OPWM
Oregon Pacific Wealth Management
Oregon
-$1.28M
3
Citigroup
Citigroup
New York
-$1.26M
4
Citadel Advisors
Citadel Advisors
Florida
-$717K
5
BCA
Bay Colony Advisors
Massachusetts
-$451K
Name Holding Trade Value Shares
Change 		Change in
Stake
PW
26
Paladin Wealth
Minnesota
$1.12M +$143K +2,830 +15%
MA
27
Mutual Advisors
Nebraska
$977K +$982K +19,422 New
WWM
28
Wolff Wiese Magana
California
$971K +$971K +19,193 New
HIS
29
Harvest Investment Services
Illinois
$809K +$809K +16,000 New
MOS
30
MGO One Seven
Ohio
$796K +$796K +15,738 New
FPGK
31
Financial Partners Group (Kansas)
Kansas
$788K -$112K -2,214 -12%
LSPW
32
Lake Street Private Wealth
Illinois
$747K +$556 +11 +0.1%
WCG
33
Weaver Consulting Group
California
$732K +$317K +6,270 +76%
CIAS
34
Capital Investment Advisory Services
North Carolina
$723K +$723K +14,301 New
KWM
35
Kingsview Wealth Management
Oregon
$711K +$711K +14,064 New
Jane Street
36
Jane Street
New York
$694K +$694K +13,716 New
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$673K +$133K +2,636 +25%
IPW
38
Impact Partnership Wealth
Georgia
$653K +$653K +12,913 New
MML Investors Services
39
MML Investors Services
Massachusetts
$614K +$614K +12,136 New
SIM
40
Stratos Investment Management
Ohio
$598K +$49.2K +973 +9%
IWN
41
Independent Wealth Network
Iowa
$452K -$153K -3,030 -25%
SPIA
42
Steward Partners Investment Advisory
New York
$419K +$244K +4,834 +140%
Citadel Advisors
43
Citadel Advisors
Florida
$351K -$717K -14,168 -67%
BF
44
Brucke Financial
Indiana
$339K +$340K +6,718 New
HCA
45
Heck Capital Advisors
Wisconsin
$272K +$55.4K +1,095 +26%
TSS
46
Two Sigma Securities
New York
$270K +$270K +5,344 New
HI
47
Harbour Investments
Wisconsin
$268K +$268K +5,296 New
AWM
48
Avaii Wealth Management
Wisconsin
$223K +$223K +4,408 New
BC
49
Bulwark Capital
Florida
$116K +$116K +2,287 New
CBT
50
Crews Bank & Trust
Florida
$40.5K – – –
1
2
3

PCMM Hedge Fund Activity: Q3 2025 in Review

55 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Private Credit CLO ETF (PCMM) for Q3 2025, worth a combined $140M — up 33% from $106M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PCMM positions and 7 closed out — a net gain of 12 holders — while 26 added to existing stakes and 7 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $6.83M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $3.03M sold.

  • 55 institutional investors held BondBloxx Private Credit CLO ETF (PCMM) as of Q3 2025, up from 43 in Q2 2025.
  • Funds reported $140M of BondBloxx Private Credit CLO ETF stock for Q3 2025, up 33% quarter-over-quarter.
  • 19 funds opened new BondBloxx Private Credit CLO ETF positions in Q3 2025 and 7 closed out, a net change of +12 holders.
  • The largest BondBloxx Private Credit CLO ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $6.83M added.
  • The largest BondBloxx Private Credit CLO ETF seller in Q3 2025 was Thrivent Financial for Lutherans, an estimated $3.03M sold.

Based on aggregated 13F filings for Q3 2025.