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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.83M |
| 2 |
P
&Partners
Nashville,
Tennessee
|
+$6.18M |
| 3 |
CCA
Carrera Capital Advisors
Troy,
Michigan
|
+$2.21M |
| 4 |
LRWM
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
|
+$2.21M |
| 5 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
+$2.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$3.03M |
| 2 |
OPWM
Oregon Pacific Wealth Management
Medford,
Oregon
|
-$1.28M |
| 3 |
Citigroup
New York
|
-$1.26M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$717K |
| 5 |
BCA
Bay Colony Advisors
Concord,
Massachusetts
|
-$451K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $34K | +$33.5K | +663 | New |
|
|
PWA
52
Physician Wealth Advisors
Midvale,
Utah
| $20.2K | – | – | – |
|
|
GRP
53
Global Retirement Partners
San Rafael,
California
| $2.37K | +$51 | +1 | +2% |
|
54
Morgan Stanley
New York
| $1.72K | – | – | – |
|
55
UBS Group
Zurich,
Switzerland
| $506 | -$506 | -10 | -50% |
|
|
56
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$3.03M | -60,090 | Closed |
|
|
OPWM
57
Oregon Pacific Wealth Management
Medford,
Oregon
| – | -$1.28M | -25,405 | Closed |
|
|
58
Citigroup
New York
| – | -$1.26M | -25,017 | Closed |
|
|
BCA
59
Bay Colony Advisors
Concord,
Massachusetts
| – | -$451K | -8,949 | Closed |
|
|
PA
60
Pineridge Advisors
St. Charles,
Missouri
| – | -$17.6K | -350 | Closed |
|
|
CAIM
61
Catherine Avery Investment Management
Longboat Key,
Florida
| – | -$14.9K | -295 | Closed |
|
62
Raymond James Financial
St Petersburg,
Florida
| – | -$3.02K | -60 | Closed |
|
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.