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PCMM

BondBloxx Private Credit CLO ETF

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

1,000% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 2

517% more capital invested

Capital invested by funds: $14.2M → $87.5M (+$73.3M)

286% more funds holding

Funds holding: 727 (+20)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

5.3% less ownership

Funds ownership: 93.55%88.25% (-5.3%)

33% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 3

Holders
27
Holders Change
+20
Holders Change %
+285.71%
% of All Funds
0.36%
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
Name Holding Trade Value Shares
Change
Change in
Stake
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 +$3.02M +59,456 New
FW
7
FullCircle Wealth
Texas
$2.19M +$885K +17,409 +68%
BFA
8
Brown Financial Advisors
Ohio
$1.92M +$1.92M +37,822 New
CFA
9
Camarda Financial Advisors
Florida
$1.57M -$98.8K -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 +$1.08M +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 +$1.02M +20,063 New
FPGK
15
Financial Partners Group (Kansas)
Kansas
$878K +$877K +17,254 New
FWM
16
Fortress Wealth Management
California
$855K +$855K +16,807 New
PW
17
Paladin Wealth
Minnesota
$853K +$852K +16,765 New
LSPW
18
Lake Street Private Wealth
Illinois
$721K +$720K +14,161 New
BW
19
Balance Wealth
Ohio
$687K +$686K +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 +$390K +7,662 New
HCA
23
Heck Capital Advisors
Wisconsin
$217K +$217K +4,270 New
JP Morgan Chase
24
JP Morgan Chase
New York
$102K +$102K +2,000 New
SIS
25
Sound Income Strategies
Florida
$20K +$20K +393 New

PCMM Hedge Fund Activity: Q1 2025 in Review

27 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Private Credit CLO ETF (PCMM) for Q1 2025, worth a combined $87.5M — up 517% from $14.2M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PCMM positions and 2 closed out — a net gain of 20 holders — while 2 added to existing stakes and 3 trimmed.

The largest buyer was Carrera Capital Advisors, opening a new position worth an estimated $29.6M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $3.88M.

  • 27 institutional investors held BondBloxx Private Credit CLO ETF (PCMM) as of Q1 2025, up from 7 in Q4 2024.
  • Funds reported $87.5M of BondBloxx Private Credit CLO ETF stock for Q1 2025, up 517% quarter-over-quarter.
  • 22 funds opened new BondBloxx Private Credit CLO ETF positions in Q1 2025 and 2 closed out, a net change of +20 holders.
  • The largest BondBloxx Private Credit CLO ETF buyer in Q1 2025 was Carrera Capital Advisors, an estimated $29.6M added.
  • The largest BondBloxx Private Credit CLO ETF seller in Q1 2025 was Cambridge Investment Research Advisors, an estimated $3.88M sold.

Based on aggregated 13F filings for Q1 2025.