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BondBloxx Private Credit CLO ETF

70 hedge funds and large institutions have $164M invested in BondBloxx Private Credit CLO ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

107.93% more ownership

Funds ownership: 81.16%189.09% (+108%)

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

35% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 23

8% more capital invested

Capital invested by funds: $151M → $164M (+$12.4M)

6% more funds holding

Funds holding: 6670 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
70
Holders Change
+4
Holders Change %
+6.06%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
31
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$39M +$6.41M +128,046 +19%
OA
2
Oasis Advisors
Iowa
$15.9M +$232M +4,646,524 +4,673%
CCA
3
Carrera Capital Advisors
Michigan
$11.6M -$5.12M -102,433 -30%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.73M +$1.83M +36,529 +23%
P
5
&Partners
Tennessee
$8.24M +$1.4M +28,028 +20%
NW
6
NewEdge Wealth
Pennsylvania
$4.74M +$285K +5,705 +6%
MFS
7
Mattson Financial Services
Michigan
$4.21M +$459K +9,169 +12%
WWM
8
WT Wealth Management
Arizona
$4.19M +$2.48M +49,608 +140%
FIA
9
Foundations Investment Advisors
Arizona
$3.58M +$2.24M +44,772 +159%
BCI
10
Brinker Capital Investments
Pennsylvania
$3.47M -$1.96M -39,171 -36%
Stifel Financial
11
Stifel Financial
Missouri
$3.44M +$480K +9,595 +16%
AFG
12
Atomi Financial Group
New York
$3.31M -$222K -4,441 -6%
BW
13
Balance Wealth
Ohio
$2.89M +$77.1K +1,542 +3%
IPW
14
Impact Partnership Wealth
Georgia
$2.75M +$886K +17,703 +46%
BFA
15
Brown Financial Advisors
Ohio
$2.59M +$642K +12,838 +32%
MML Investors Services
16
MML Investors Services
Massachusetts
$2.49M +$1.67M +33,381 +194%
IA
17
Inspire Advisors
Idaho
$2.39M +$432K +8,630 +22%
LRWM
18
Lord & Richards Wealth Management
Colorado
$2.28M -$25.7K -514 -1%
SAW
19
Signal Advisors Wealth
Michigan
$2.28M -$25.6K -511 -1%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.62M +$1.01M +20,258 +160%
KWM
21
Kingsview Wealth Management
Oregon
$1.59M +$210K +4,189 +15%
CIAS
22
Capital Investment Advisory Services
North Carolina
$1.58M +$553K +11,052 +52%
CFA
23
Camarda Financial Advisors
Florida
$1.52M +$1.2K +24 +0.1%
FFA
24
Farther Finance Advisors
California
$1.46M -$35.7K -713 -2%
Jane Street
25
Jane Street
New York
$1.4M -$1.73M -34,560 -55%