PCMM

BondBloxx Private Credit CLO ETF

69 hedge funds and large institutions have $163M invested in BondBloxx Private Credit CLO ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
GI
1
Gradient Investments
Minnesota
$39M
OA
2
Oasis Advisors
Iowa
$15.9M
CCA
3
Carrera Capital Advisors
Michigan
$11.6M
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.73M
P
5
&Partners
Tennessee
$8.24M
NW
6
NewEdge Wealth
Pennsylvania
$4.74M
MFS
7
Mattson Financial Services
Michigan
$4.21M
WWM
8
WT Wealth Management
Arizona
$4.19M
FIA
9
Foundations Investment Advisors
Arizona
$3.58M
BCI
10
Brinker Capital Investments
Pennsylvania
$3.47M
Stifel Financial
11
Stifel Financial
Missouri
$3.44M
AFG
12
Atomi Financial Group
New York
$3.31M
BW
13
Balance Wealth
Ohio
$2.89M
IPW
14
Impact Partnership Wealth
Georgia
$2.75M
BFA
15
Brown Financial Advisors
Ohio
$2.59M
MML Investors Services
16
MML Investors Services
Massachusetts
$2.49M
IA
17
Inspire Advisors
Idaho
$2.39M
LRWM
18
Lord & Richards Wealth Management
Colorado
$2.28M
SAW
19
Signal Advisors Wealth
Michigan
$2.28M
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.62M
KWM
21
Kingsview Wealth Management
Oregon
$1.59M
CIAS
22
Capital Investment Advisory Services
North Carolina
$1.58M
CFA
23
Camarda Financial Advisors
Florida
$1.52M
FFA
24
Farther Finance Advisors
California
$1.46M
Jane Street
25
Jane Street
New York
$1.4M