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PCMM

BondBloxx Private Credit CLO ETF

43 hedge funds and large institutions have $106M invested in BondBloxx Private Credit CLO ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 3

167% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 6

59% more funds holding

Funds holding: 2743 (+16)

21% more capital invested

Capital invested by funds: $87.5M → $106M (+$18M)

7.06% less ownership

Funds ownership: 88.25%81.19% (-7.1%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
43
Holders Change
+16
Holders Change %
+59.26%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
20
Increased
16
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
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 +$2.43M +48,127 +73%
NCM
4
Northland Capital Management
Minnesota
$4.27M -$509K -10,088 -11%
NW
5
NewEdge Wealth
Pennsylvania
$3.58M +$3.57M +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 +$1.85M +36,604 +271%
IA
9
Inspire Advisors
Idaho
$1.98M +$1.98M +39,286 New
BFA
10
Brown Financial Advisors
Ohio
$1.89M -$12.9K -255 -0.7%
Stifel Financial
11
Stifel Financial
Missouri
$1.88M +$1.89M +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 +$64.7K +1,282 +4%
MFG
14
Magnus Financial Group
New York
$1.39M +$327K +6,481 +31%
FW
15
FullCircle Wealth
Texas
$1.36M -$817K -16,197 -38%
CPIG
16
Chicago Partners Investment Group
Illinois
$1.34M +$317K +6,276 +31%
OPWM
17
Oregon Pacific Wealth Management
Oregon
$1.28M -$40.2K -796 -3%
Citigroup
18
Citigroup
New York
$1.26M +$1.26M +25,017 New
FIA
19
Foundations Investment Advisors
Arizona
$1.16M +$80.8K +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 -$32.5K -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 +$802K +15,894 New

PCMM Hedge Fund Activity: Q2 2025 in Review

43 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Private Credit CLO ETF (PCMM) for Q2 2025, worth a combined $106M — up 21% from $87.5M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PCMM positions and 3 closed out — a net gain of 17 holders — while 16 added to existing stakes and 6 trimmed.

The largest buyer was NewEdge Wealth, opening a new position worth an estimated $3.57M. The largest seller was Carrera Capital Advisors, cutting an estimated $1.75M.

  • 43 institutional investors held BondBloxx Private Credit CLO ETF (PCMM) as of Q2 2025, up from 27 in Q1 2025.
  • Funds reported $106M of BondBloxx Private Credit CLO ETF stock for Q2 2025, up 21% quarter-over-quarter.
  • 20 funds opened new BondBloxx Private Credit CLO ETF positions in Q2 2025 and 3 closed out, a net change of +17 holders.
  • The largest BondBloxx Private Credit CLO ETF buyer in Q2 2025 was NewEdge Wealth, an estimated $3.57M added.
  • The largest BondBloxx Private Credit CLO ETF seller in Q2 2025 was Carrera Capital Advisors, an estimated $1.75M sold.

Based on aggregated 13F filings for Q2 2025.