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BondBloxx Private Credit CLO ETF

70 hedge funds and large institutions have $164M invested in BondBloxx Private Credit CLO ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

107.93% more ownership

Funds ownership: 81.16%189.09% (+108%)

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

35% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 23

8% more capital invested

Capital invested by funds: $151M → $164M (+$12.4M)

6% more funds holding

Funds holding: 6670 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
70
Holders Change
+4
Holders Change %
+6.06%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
31
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$365K -$142K -2,834 -28%
KPWS
52
Kestra Private Wealth Services
Texas
$325K +$331K +6,612 New
TPWM
53
Twelve Points Wealth Management
Massachusetts
$311K +$317K +6,329 New
HF
54
HRT Financial
New York
$303K +$308K +6,165 New
HCA
55
Heck Capital Advisors
Wisconsin
$302K +$11.9K +238 +4%
FPAS
56
Focus Partners Advisor Solutions
Missouri
$248K +$252K +5,043 New
BMWS
57
Brady Martz Wealth Solutions
North Dakota
$245K +$250K +4,989 New
WPA
58
Wealth Preservation Advisors
Tennessee
$225K +$159K +3,176 +228%
AWM
59
Avaii Wealth Management
Wisconsin
$225K -$31.9K -638 -12%
EFG
60
Elm3 Financial Group
Georgia
$203K +$206K +4,120 New
HI
61
Harbour Investments
Wisconsin
$202K -$34.8K -696 -14%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$82K +$20K +399 +31%
BC
63
Bulwark Capital
Florida
$73.8K -$481K -9,616 -86%
AWM
64
AE Wealth Management
Kansas
$48.4K +$49.2K +984 New
NRG
65
Nemes Rush Group
Michigan
$43.9K +$44.7K +893 New
CBT
66
Crews Bank & Trust
Florida
$39.3K
UBS Group
67
UBS Group
Switzerland
$28.2K +$28.7K +573 New
PWA
68
Physician Wealth Advisors
Utah
$26.1K -$1K -20 -4%
Osaic Holdings
69
Osaic Holdings
Arizona
$5.16K
Morgan Stanley
70
Morgan Stanley
New York
$1.79K +$50 +1 +3%
NCM
71
Northland Capital Management
Minnesota
-$4.56M -90,889 Closed
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
-$3.32M -66,200 Closed
Goldman Sachs
73
Goldman Sachs
New York
-$1.57M -31,233 Closed
CP
74
Castleview Partners
Texas
-$817K -16,297 Closed
CAS
75
Coppell Advisory Solutions
Texas
-$696K -13,902 Closed