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BondBloxx CCC-Rated USD High Yield Corporate Bond ETF
XCCC

37 hedge funds and large institutions have $103M invested in BondBloxx CCC-Rated USD High Yield Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

103% more capital invested

Capital invested by funds: $51M → $103M (+$52.5M)

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

19% more funds holding

Funds holding: 31 → 37 (+6)

10.44% more ownership

Funds ownership: 33.73% → 44.17% (+10%)

Holders
37
Holders Change
+6
Holders Change %
+19.35%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
15
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PFM
Potomac Fund Management
Florida
+$43.2M
2
KAM
Kensington Asset Management
Texas
+$3.74M
3
SW
Simplicity Wealth
New Jersey
+$2.44M
4
SIS
Sound Income Strategies
Florida
+$1.49M
5
RA
RFG Advisory
Alabama
+$1.32M

Top Sellers

Rank Fund Capital Flow
1
AWM
Adams Wealth Management
Utah
-$1.32M
2
CI
CacheTech Inc
Utah
-$1.32M
3
Goldman Sachs
Goldman Sachs
New York
-$640K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$204K
5
KAS
Kestra Advisory Services
Texas
-$197K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
1
Potomac Fund Management
Florida
$43.6M +$43.2M +1,112,025 New
AWM
2
Adams Wealth Management
Utah
$7.67M -$1.32M -33,978 -15%
CI
3
CacheTech Inc
Utah
$7.67M -$1.32M -33,978 -15%
MERSOM
4
Municipal Employees' Retirement System of Michigan
Michigan
$4.78M – – –
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$4.74M +$252K +6,477 +6%
KAM
6
Kensington Asset Management
Texas
$4.21M +$3.74M +96,383 +884%
Deutsche Bank
7
Deutsche Bank
Germany
$4.13M -$193K -4,965 -5%
Invesco
8
Invesco
Georgia
$3.92M – – –
SIS
9
Sound Income Strategies
Florida
$3.92M +$1.49M +38,495 +61%
SSWM
10
Strait & Sound Wealth Management
California
$3.87M +$224K +5,773 +6%
SW
11
Simplicity Wealth
New Jersey
$2.46M +$2.44M +62,795 New
RA
12
RFG Advisory
Alabama
$2.19M +$1.32M +33,868 +154%
HAS
13
HBW Advisory Services
California
$1.69M +$242K +6,235 +17%
FW
14
FullCircle Wealth
Texas
$1.11M +$11.3K +290 +1%
KPWS
15
Kestra Private Wealth Services
Texas
$1.09M +$345K +8,890 +47%
PWM
16
Partners Wealth Management
California
$937K -$68.1K -1,753 -7%
SIM
17
Stratos Investment Management
Ohio
$840K +$831K +21,402 New
Vontobel Holding
18
Vontobel Holding
Switzerland
$785K +$155K +4,000 +25%
RIG
19
RiverFront Investment Group
Virginia
$731K +$12.5K +323 +2%
FTUS
20
Flow Traders U.S.
New York
$702K +$694K +17,873 New
IWN
21
Independent Wealth Network
Iowa
$452K -$169K -4,353 -27%
KAS
22
Kestra Advisory Services
Texas
$331K -$197K -5,079 -38%
WWM
23
WT Wealth Management
Arizona
$254K -$20.9K -537 -8%
DAS
24
Dynamic Advisor Solutions
Arizona
$254K +$20.4K +525 +9%
Stifel Financial
25
Stifel Financial
Missouri
$250K +$248K +6,379 New
1
2

XCCC Hedge Fund Activity: Q3 2025 in Review

37 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in BondBloxx CCC-Rated USD High Yield Corporate Bond ETF (XCCC) for Q3 2025, worth a combined $103M — up 103% from $51M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new XCCC positions and 4 closed out — a net gain of 6 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was Potomac Fund Management, opening a new position worth an estimated $43.2M. The largest seller was Adams Wealth Management, cutting an estimated $1.32M.

  • 37 institutional investors held BondBloxx CCC-Rated USD High Yield Corporate Bond ETF (XCCC) as of Q3 2025, up from 31 in Q2 2025.
  • Funds reported $103M of BondBloxx CCC-Rated USD High Yield Corporate Bond ETF stock for Q3 2025, up 103% quarter-over-quarter.
  • 10 funds opened new BondBloxx CCC-Rated USD High Yield Corporate Bond ETF positions in Q3 2025 and 4 closed out, a net change of +6 holders.
  • The largest BondBloxx CCC-Rated USD High Yield Corporate Bond ETF buyer in Q3 2025 was Potomac Fund Management, an estimated $43.2M added.
  • The largest BondBloxx CCC-Rated USD High Yield Corporate Bond ETF seller in Q3 2025 was Adams Wealth Management, an estimated $1.32M sold.

Based on aggregated 13F filings for Q3 2025.