PCMM

BondBloxx Private Credit CLO ETF

42 hedge funds and large institutions have $106M invested in BondBloxx Private Credit CLO ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
+15
Holders Change %
+55.56%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
19
Increased
16
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GI
1
Gradient Investments
Minnesota
$27.8M +$1.68M +33,373 +6%
CCA
2
Carrera Capital Advisors
Michigan
$27.6M -$1.75M -34,722 -6%
BCI
3
Brinker Capital Investments
Pennsylvania
$5.76M +$2.42M +48,127 +73%
NCM
4
Northland Capital Management
Minnesota
$4.27M -$508K -10,088 -11%
NW
5
NewEdge Wealth
Pennsylvania
$3.58M +$3.58M +70,831 New
MFS
6
Mattson Financial Services
Michigan
$3.17M +$171K +3,388 +6%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$3.03M +$3.03M +60,090 New
BW
8
Balance Wealth
Ohio
$2.52M +$1.84M +36,604 +271%
IA
9
Inspire Advisors
Idaho
$1.98M +$1.98M +39,286 New
BFA
10
Brown Financial Advisors
Ohio
$1.89M -$12.8K -255 -0.7%
Stifel Financial
11
Stifel Financial
Missouri
$1.88M +$1.88M +37,356 New
PCIA
12
Prime Capital Investment Advisors
Kansas
$1.87M +$1.87M +37,026 New
CFA
13
Camarda Financial Advisors
Florida
$1.62M +$64.6K +1,282 +4%
MFG
14
Magnus Financial Group
New York
$1.39M +$327K +6,481 +31%
FW
15
FullCircle Wealth
Texas
$1.36M -$814K -16,197 -38%
CPIG
16
Chicago Partners Investment Group
Illinois
$1.34M +$319K +6,276 +31%
OPWM
17
Oregon Pacific Wealth Management
Oregon
$1.28M -$40.1K -796 -3%
Citigroup
18
Citigroup
New York
$1.26M +$1.26M +25,017 New
FIA
19
Foundations Investment Advisors
Arizona
$1.16M +$80.7K +1,601 +8%
Goldman Sachs
20
Goldman Sachs
New York
$1.11M +$1.11M +22,046 New
Citadel Advisors
21
Citadel Advisors
Florida
$1.06M -$32.4K -644 -3%
PW
22
Paladin Wealth
Minnesota
$975K +$130K +2,580 +15%
FWM
23
Fortress Wealth Management
California
$965K +$118K +2,344 +14%
FPGK
24
Financial Partners Group (Kansas)
Kansas
$897K +$27.4K +543 +3%
RA
25
RFG Advisory
Alabama
$801K +$801K +15,894 New