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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

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
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1
Carrera Capital Advisors
Michigan
$29.6M
GI
2
Gradient Investments
Minnesota
$26.4M
NCM
3
Northland Capital Management
Minnesota
$4.82M
OPS
4
Orion Portfolio Solutions
Nebraska
$3.37M
BCI
5
Brinker Capital Investments
Pennsylvania
$3.37M
MFS
6
Mattson Financial Services
Michigan
$3.03M
FW
7
FullCircle Wealth
Texas
$2.19M
BFA
8
Brown Financial Advisors
Ohio
$1.92M
CFA
9
Camarda Financial Advisors
Florida
$1.57M
OPWM
10
Oregon Pacific Wealth Management
Oregon
$1.33M
Citadel Advisors
11
Citadel Advisors
Florida
$1.11M
FIA
12
Foundations Investment Advisors
Arizona
$1.09M
MFG
13
Magnus Financial Group
New York
$1.07M
CPIG
14
Chicago Partners Investment Group
Illinois
$1.01M
FPGK
15
Financial Partners Group (Kansas)
Kansas
$878K
FWM
16
Fortress Wealth Management
California
$855K
PW
17
Paladin Wealth
Minnesota
$853K
LSPW
18
Lake Street Private Wealth
Illinois
$721K
BW
19
Balance Wealth
Ohio
$687K
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$518K
Jane Street
21
Jane Street
New York
$392K
BCA
22
Bay Colony Advisors
Massachusetts
$391K
HCA
23
Heck Capital Advisors
Wisconsin
$217K
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$102K
SIS
25
Sound Income Strategies
Florida
$20K