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BondBloxx CCC-Rated USD High Yield Corporate Bond ETF

26 hedge funds and large institutions have $53.5M invested in BondBloxx CCC-Rated USD High Yield Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

27% more capital invested

Capital invested by funds: $42.2M → $53.5M (+$11.3M)

18% more funds holding

Funds holding: 2226 (+4)

0.22% more ownership

Funds ownership: 36.53%36.75% (+0.22%)

Holders
26
Holders Change
+4
Holders Change %
+18.18%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
8
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
Adams Wealth Management
Utah
$9.03M -$567K -14,528 -6%
CI
2
CacheTech Inc
Utah
$9.03M -$567K -14,528 -6%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$4.6M
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$4.13M +$4.26M +109,259 New
Jane Street
5
Jane Street
New York
$3.88M +$4M +102,623 New
SW
6
Simplicity Wealth
New Jersey
$3.79M +$3.91M +100,232 New
Deutsche Bank
7
Deutsche Bank
Germany
$3.59M +$2.54M +65,000 +217%
AFG
8
Atomi Financial Group
New York
$3.49M +$502K +12,866 +16%
SSWM
9
Strait & Sound Wealth Management
California
$3.05M +$1.45M +37,145 +86%
LPL Financial
10
LPL Financial
California
$1.68M +$218K +5,578 +14%
RIG
11
RiverFront Investment Group
Virginia
$1.57M +$205K +5,258 +14%
FW
12
FullCircle Wealth
Texas
$1.07M -$579K -14,838 -34%
HAS
13
HBW Advisory Services
California
$987K +$1.02M +26,088 New
PWM
14
Partners Wealth Management
California
$969K +$48.1K +1,232 +5%
SIS
15
Sound Income Strategies
Florida
$638K +$607K +15,549 +1,178%
KPWS
16
Kestra Private Wealth Services
Texas
$566K +$583K +14,950 New
Vontobel Holding
17
Vontobel Holding
Switzerland
$492K +$507K +13,000 New
SGI
18
Swan Global Investments
Colorado
$489K -$52.7K -1,350 -9%
WWM
19
WT Wealth Management
Arizona
$245K +$253K +6,482 New
DAS
20
Dynamic Advisor Solutions
Arizona
$209K +$215K +5,512 New
UBS Group
21
UBS Group
Switzerland
$10.7K +$11K +283 New
LFA
22
LGT Financial Advisors
Texas
$3.76K +$702 +18 +22%
CA
23
Crewe Advisors
Utah
$3.37K +$3.47K +89 New
RPCA
24
Running Point Capital Advisors
California
$984
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$189

XCCC Hedge Fund Activity: Q1 2025 in Review

26 of the 7,460 institutional investors tracked by Wall St. Rank reported a position in BondBloxx CCC-Rated USD High Yield Corporate Bond ETF (XCCC) for Q1 2025, worth a combined $53.5M — up 27% from $42.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new XCCC positions and 5 closed out — a net gain of 5 holders — while 8 added to existing stakes and 4 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $4.26M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $4.42M sold.

  • 26 institutional investors held BondBloxx CCC-Rated USD High Yield Corporate Bond ETF (XCCC) as of Q1 2025, up from 22 in Q4 2024.
  • Funds reported $53.5M of BondBloxx CCC-Rated USD High Yield Corporate Bond ETF stock for Q1 2025, up 27% quarter-over-quarter.
  • 10 funds opened new BondBloxx CCC-Rated USD High Yield Corporate Bond ETF positions in Q1 2025 and 5 closed out, a net change of +5 holders.
  • The largest BondBloxx CCC-Rated USD High Yield Corporate Bond ETF buyer in Q1 2025 was Cetera Investment Advisers, an estimated $4.26M added.
  • The largest BondBloxx CCC-Rated USD High Yield Corporate Bond ETF seller in Q1 2025 was Cambridge Investment Research Advisors, an estimated $4.42M sold.

Based on aggregated 13F filings for Q1 2025.