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PCMM

BondBloxx Private Credit CLO ETF
PCMM

55 hedge funds and large institutions have $140M invested in BondBloxx Private Credit CLO ETF in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 7

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

33% more capital invested

Capital invested by funds: $106M → $140M (+$34.4M)

28% more funds holding

Funds holding: 43 → 55 (+12)

5.32% more ownership

Funds ownership: 81.19% → 86.51% (+5.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
55
Holders Change
+12
Holders Change %
+27.91%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
26
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.83M
2
P
&Partners
Tennessee
+$6.18M
3
CCA
Carrera Capital Advisors
Michigan
+$2.21M
4
LRWM
Lord & Richards Wealth Management
Colorado
+$2.21M
5
SAW
Signal Advisors Wealth
Michigan
+$2.21M

Top Sellers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$3.03M
2
OPWM
Oregon Pacific Wealth Management
Oregon
-$1.28M
3
Citigroup
Citigroup
New York
-$1.26M
4
Citadel Advisors
Citadel Advisors
Florida
-$717K
5
BCA
Bay Colony Advisors
Massachusetts
-$451K
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1
Gradient Investments
Minnesota
$30M +$2.11M +41,732 +8%
CCA
2
Carrera Capital Advisors
Michigan
$29.9M +$2.21M +43,784 +8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.54M +$6.83M +135,026 +957%
BCI
4
Brinker Capital Investments
Pennsylvania
$6.27M +$486K +9,609 +8%
P
5
&Partners
Tennessee
$6.18M +$6.18M +122,098 New
NW
6
NewEdge Wealth
Pennsylvania
$4.55M +$1M +19,864 +28%
NCM
7
Northland Capital Management
Minnesota
$4.33M +$49.7K +983 +1%
MFS
8
Mattson Financial Services
Michigan
$3.34M +$167K +3,301 +5%
BW
9
Balance Wealth
Ohio
$3.19M +$659K +13,030 +26%
Stifel Financial
10
Stifel Financial
Missouri
$2.43M +$540K +10,672 +29%
FW
11
FullCircle Wealth
Texas
$2.37M +$1.03M +20,317 +75%
Goldman Sachs
12
Goldman Sachs
New York
$2.26M +$1.14M +22,631 +103%
IA
13
Inspire Advisors
Idaho
$2.25M +$260K +5,135 +13%
LRWM
14
Lord & Richards Wealth Management
Colorado
$2.21M +$2.21M +43,673 New
SAW
15
Signal Advisors Wealth
Michigan
$2.21M +$2.21M +43,673 New
CP
16
Castleview Partners
Texas
$2.12M +$2.12M +41,856 New
BFA
17
Brown Financial Advisors
Ohio
$1.99M +$91.1K +1,802 +5%
MFG
18
Magnus Financial Group
New York
$1.94M +$542K +10,725 +39%
PCIA
19
Prime Capital Investment Advisors
Kansas
$1.87M -$506 -10 -0%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.85M +$1.34M +26,543 +264%
CFA
21
Camarda Financial Advisors
Florida
$1.61M -$14.5K -286 -0.9%
RA
22
RFG Advisory
Alabama
$1.32M +$516K +10,201 +64%
FWM
23
Fortress Wealth Management
California
$1.32M +$351K +6,935 +36%
FIA
24
Foundations Investment Advisors
Arizona
$1.28M +$120K +2,376 +10%
CPIG
25
Chicago Partners Investment Group
Illinois
$1.15M -$174K -3,441 -13%
1
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PCMM Hedge Fund Activity: Q3 2025 in Review

55 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in BondBloxx Private Credit CLO ETF (PCMM) for Q3 2025, worth a combined $140M — up 33% from $106M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PCMM positions and 7 closed out — a net gain of 12 holders — while 26 added to existing stakes and 7 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $6.83M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $3.03M sold.

  • 55 institutional investors held BondBloxx Private Credit CLO ETF (PCMM) as of Q3 2025, up from 43 in Q2 2025.
  • Funds reported $140M of BondBloxx Private Credit CLO ETF stock for Q3 2025, up 33% quarter-over-quarter.
  • 19 funds opened new BondBloxx Private Credit CLO ETF positions in Q3 2025 and 7 closed out, a net change of +12 holders.
  • The largest BondBloxx Private Credit CLO ETF buyer in Q3 2025 was Envestnet Asset Management, an estimated $6.83M added.
  • The largest BondBloxx Private Credit CLO ETF seller in Q3 2025 was Thrivent Financial for Lutherans, an estimated $3.03M sold.

Based on aggregated 13F filings for Q3 2025.