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BondBloxx Private Credit CLO ETF

66 hedge funds and large institutions have $151M invested in BondBloxx Private Credit CLO ETF in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

113% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 15

20% more funds holding

Funds holding: 5566 (+11)

8% more capital invested

Capital invested by funds: $140M → $151M (+$11.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5.35% less ownership

Funds ownership: 86.51%81.16% (-5.3%)

Holders
66
Holders Change
+11
Holders Change %
+20%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
32
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
26
Foundations Investment Advisors
Arizona
$1.41M +$140K +2,795 +11%
KWM
27
Kingsview Wealth Management
Oregon
$1.41M +$705K +14,024 +100%
SAI
28
Savvy Advisors Inc
New York
$1.28M +$1.28M +25,551 New
PW
29
Paladin Wealth
Minnesota
$1.24M +$132K +2,621 +12%
SA
30
Sanctuary Advisors
Indiana
$1.19M +$1.19M +23,781 New
MA
31
Mutual Advisors
Nebraska
$1.11M +$141K +2,804 +14%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.08M +$415K +8,253 +62%
CIAS
33
Capital Investment Advisory Services
North Carolina
$1.06M +$342K +6,801 +48%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$1.03M +$995K +19,801 +2,987%
VCM
35
Vavra Capital Management
Pennsylvania
$1.01M +$1.01M +20,089 New
CPIG
36
Chicago Partners Investment Group
Illinois
$946K -$204K -4,062 -18%
WWM
37
Wolff Wiese Magana
California
$924K -$37.9K -755 -4%
MML Investors Services
38
MML Investors Services
Massachusetts
$865K +$257K +5,115 +42%
MOS
39
MGO One Seven
Ohio
$832K +$43.8K +871 +6%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$824K -$1.01M -20,175 -55%
CP
41
Castleview Partners
Texas
$817K -$1.28M -25,559 -61%
HIS
42
Harvest Investment Services
Illinois
$802K
LSPW
43
Lake Street Private Wealth
Illinois
$751K +$10.4K +207 +1%
WCG
44
Weaver Consulting Group
California
$720K -$5.02K -100 -0.7%
FPGK
45
Financial Partners Group (Kansas)
Kansas
$714K -$70.9K -1,411 -9%
CAS
46
Coppell Advisory Solutions
Texas
$696K +$698K +13,902 New
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$635K +$637K +12,676 New
SIM
48
Stratos Investment Management
Ohio
$623K +$30.1K +599 +5%
SHWA
49
Safe Harbor Wealth Advisors
Ohio
$606K +$604K +12,028 New
BC
50
Bulwark Capital
Florida
$557K +$444K +8,830 +386%