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BondBloxx Private Credit CLO ETF

66 hedge funds and large institutions have $151M invested in BondBloxx Private Credit CLO ETF in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

113% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 15

20% more funds holding

Funds holding: 5566 (+11)

8% more capital invested

Capital invested by funds: $140M → $151M (+$11.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5.35% less ownership

Funds ownership: 86.51%81.16% (-5.3%)

Holders
66
Holders Change
+11
Holders Change %
+20%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
32
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$33.3M +$3.56M +70,773 +12%
CCA
2
Carrera Capital Advisors
Michigan
$17M -$12.7M -252,893 -43%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.09M +$615K +12,246 +8%
P
4
&Partners
Tennessee
$6.99M +$868K +17,275 +14%
BCI
5
Brinker Capital Investments
Pennsylvania
$5.51M -$708K -14,100 -11%
OA
6
Oasis Advisors
Iowa
$4.98M +$5M +99,429 New
NCM
7
Northland Capital Management
Minnesota
$4.56M +$262K +5,212 +6%
NW
8
NewEdge Wealth
Pennsylvania
$4.55M +$5.02K +100 +0.1%
MFS
9
Mattson Financial Services
Michigan
$3.83M +$513K +10,215 +15%
AFG
10
Atomi Financial Group
New York
$3.6M +$3.6M +71,735 New
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$3.32M +$3.33M +66,200 New
Jane Street
12
Jane Street
New York
$3.16M +$2.48M +49,327 +360%
Stifel Financial
13
Stifel Financial
Missouri
$3.02M +$616K +12,259 +26%
BW
14
Balance Wealth
Ohio
$2.87M -$296K -5,896 -9%
SAW
15
Signal Advisors Wealth
Michigan
$2.35M +$165K +3,276 +8%
LRWM
16
Lord & Richards Wealth Management
Colorado
$2.35M +$165K +3,277 +8%
BFA
17
Brown Financial Advisors
Ohio
$2M +$26.3K +523 +1%
IA
18
Inspire Advisors
Idaho
$2M -$228K -4,533 -10%
IPW
19
Impact Partnership Wealth
Georgia
$1.91M +$1.27M +25,241 +195%
PCIA
20
Prime Capital Investment Advisors
Kansas
$1.84M -$16.5K -328 -0.9%
WWM
21
WT Wealth Management
Arizona
$1.78M +$1.79M +35,561 New
Goldman Sachs
22
Goldman Sachs
New York
$1.57M -$675K -13,444 -30%
CFA
23
Camarda Financial Advisors
Florida
$1.55M -$46.9K -933 -3%
FFA
24
Farther Finance Advisors
California
$1.53M +$1.53M +30,454 New
BF
25
Brucke Financial
Indiana
$1.42M +$1.09M +21,668 +323%