PCMM

BondBloxx Private Credit CLO ETF
PCMM

Overview Fund Activity

27 hedge funds and large institutions have $87.5M invested in BondBloxx Private Credit CLO ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
+20
Holders Change %
+285.71%
% of All Funds
0.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
2
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCA
Carrera Capital Advisors
Michigan
$29.6M
2
GI
Gradient Investments
Minnesota
$26.4M
3
BCI
Brinker Capital Investments
Pennsylvania
$3.37M
4
OPS
Orion Portfolio Solutions
Nebraska
$3.37M
5
MFS
Mattson Financial Services
Michigan
$3.03M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$518K
2
Bank of America
Bank of America
North Carolina
$0
3
Jane Street
Jane Street
New York
$392K
4
CFA
Camarda Financial Advisors
Florida
$1.57M
5
AWM
AE Wealth Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
1
Carrera Capital Advisors
Michigan
$29.6M +$29.6M +582,190 New
GI
2
Gradient Investments
Minnesota
$26.4M +$26.4M +518,784 New
NCM
3
Northland Capital Management
Minnesota
$4.82M +$464K +9,122 +11%
BCI
4
Brinker Capital Investments
Pennsylvania
$3.37M +$3.37M +66,205 New
OPS
5
Orion Portfolio Solutions
Nebraska
$3.37M +$3.37M +66,205 New
MFS
6
Mattson Financial Services
Michigan
$3.03M +$3.03M +59,456 New
FW
7
FullCircle Wealth
Texas
$2.19M +$883K +17,409 +68%
BFA
8
Brown Financial Advisors
Ohio
$1.92M +$1.92M +37,822 New
CFA
9
Camarda Financial Advisors
Florida
$1.57M -$98.9K -1,943 -6%
OPWM
10
Oregon Pacific Wealth Management
Oregon
$1.33M +$1.33M +26,201 New
Citadel Advisors
11
Citadel Advisors
Florida
$1.11M +$1.11M +21,746 New
FIA
12
Foundations Investment Advisors
Arizona
$1.09M +$1.09M +21,332 New
MFG
13
Magnus Financial Group
New York
$1.07M +$1.07M +21,060 New
CPIG
14
Chicago Partners Investment Group
Illinois
$1.01M +$1.01M +20,063 New
FPGK
15
Financial Partners Group (Kansas)
Kansas
$878K +$878K +17,254 New
FWM
16
Fortress Wealth Management
California
$855K +$855K +16,807 New
PW
17
Paladin Wealth
Minnesota
$853K +$853K +16,765 New
LSPW
18
Lake Street Private Wealth
Illinois
$721K +$721K +14,161 New
BW
19
Balance Wealth
Ohio
$687K +$687K +13,501 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$518K -$3.88M -76,313 -88%
Jane Street
21
Jane Street
New York
$392K -$1.02M -20,066 -72%
BCA
22
Bay Colony Advisors
Massachusetts
$391K +$391K +7,662 New
HCA
23
Heck Capital Advisors
Wisconsin
$217K +$217K +4,270 New
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$102K +$102K +2,000 New
SIS
25
Sound Income Strategies
Florida
$20K +$20K +393 New
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