BondBloxx is an exchange-traded fund on ARCA. As of Q3 2025, 38 institutional investors hold shares in this ETF, with total holdings valued at $103.5M. POTOMAC FUND MANAGEMENT INC /ADV is the largest holder with a position valued at $43.6M.
Overview of institutional ownership in XCCC as of Q3 2025
Institutions with the largest positions in XCCC as of Q3 2025
| Institution | Position Value |
|---|---|
POTOMAC FUND MANAGEMENT INC /ADV Long Only Manager | $43.6M 1.86% of portfolio |
C CacheTech Inc. Hedge Fund•Multi-Strategy | $7.7M 1.64% of portfolio |
A Adams Wealth Management Institution | $7.7M 1.74% of portfolio |
$4.8M 0.06% of portfolio | |
Cetera Investment Advisers RIA/Wealth | $4.7M 0.01% of portfolio |
K Kensington Asset Management, LLC Institution | $4.2M 0.25% of portfolio |
DEUTSCHE BANK AG\ Institution | $4.1M 0.00% of portfolio |
Invesco Ltd. ETF Provider | $3.9M 0.00% of portfolio |
Sound Income Strategies, LLC RIA/Wealth | $3.9M 0.21% of portfolio |
Strait & Sound Wealth Management LLC RIA/Wealth | $3.9M 1.48% of portfolio |
Institutional buying and selling activity for XCCC in Q3 2025
| Institution | Net Bought |
|---|---|
POTOMAC FUND MANAGEMENT INC /ADV Long Only Manager | +$43.6M +1.1M shares |
K Kensington Asset Management, LLC Institution | +$3.8M +96.4K shares |
Simplicity Wealth,LLC RIA/Wealth | +$2.5M +62.8K shares |
Sound Income Strategies, LLC RIA/Wealth | +$1.5M +38.5K shares |
RFG Advisory Group, LLC RIA/Wealth | +$1.3M +33.9K shares |
Fundamentun, LLC RIA/Wealth | +$840.1K +21.4K shares |
F FLOW TRADERS U.S. LLC Institution | +$701.5K +17.9K shares |
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | +$348.9K +8.9K shares |
Cetera Investment Advisers RIA/Wealth | +$254.2K +6.5K shares |
S STIFEL FINANCIAL CORP Long Only Manager | +$250.4K +6.4K shares |
| Institution | Net Sold |
|---|---|
A Adams Wealth Management Institution | −$1.3M −34.0K shares |
C CacheTech Inc. Hedge Fund•Multi-Strategy | −$1.3M −34.0K shares |
GOLDMAN SACHS GROUP INC Institution | −$640.2K −16.5K shares |
−$204.2K −5.3K shares | |
Kestra Advisory Services, LLC RIA/Wealth | −$199.4K −5.1K shares |
DEUTSCHE BANK AG\ Institution | −$194.9K −5.0K shares |
Independent Wealth Network Inc. RIA/Wealth | −$170.9K −4.4K shares |
P PARTNERS WEALTH MANAGEMENT, LLC Institution | −$68.8K −1.8K shares |
Swan Wealth Advisors, Inc. Long Only Manager | −$57.5K −1.5K shares |
WT Wealth Management RIA/Wealth | −$21.1K −537.0 shares |
Institutions that initiated new positions or completely exited XCCC in Q3 2025
| Institution | Position Value |
|---|---|
POTOMAC FUND MANAGEMENT INC /ADV Long Only Manager | $43.6M 1.1M shares |
Fundamentun, LLC RIA/Wealth | $840.1K 21.4K shares |
S STIFEL FINANCIAL CORP Long Only Manager | $250.4K 6.4K shares |
Integrated Wealth Concepts LLC RIA/Wealth | $205.7K 5.2K shares |
Strategic Advocates LLC RIA/Wealth | $17.6K 448.0 shares |
A Advisor Group Holdings, Inc. Institution | $12.6K 320.0 shares |
STANCE CAPITAL LLC Long Only Manager | $11.0K 279.0 shares |
Triumph Capital Management RIA/Wealth | $3.9K 100.0 shares |
CWM, LLC RIA/Wealth | $2.7K 68.0 shares |
| Institution | Previous Position |
|---|---|
GOLDMAN SACHS GROUP INC Institution | $640.2K 16.5K shares |
$204.2K 5.3K shares | |
Larson Financial Group LLC RIA/Wealth | $15.5K 400.0 shares |
MORGAN STANLEY RIA/Wealth | $72.0 1.0 shares |
Institutions with the largest Call and Put options positions in XCCC as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with XCCC as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
POTOMAC FUND MANAGEMENT INC /ADV Long Only Manager | 1.86% $43.6M |
A Adams Wealth Management Institution | 1.74% $7.7M |
C CacheTech Inc. Hedge Fund•Multi-Strategy | 1.64% $7.7M |
Strait & Sound Wealth Management LLC RIA/Wealth | 1.48% $3.9M |
P PARTNERS WEALTH MANAGEMENT, LLC Institution | 0.94% $936.8K |
F FULLCIRCLE WEALTH LLC RIA/Wealth | 0.40% $1.1M |
K Kensington Asset Management, LLC Institution | 0.25% $4.2M |
Sound Income Strategies, LLC RIA/Wealth | 0.21% $3.9M |
HBW Advisory Services LLC RIA/Wealth | 0.19% $1.7M |
Independent Wealth Network Inc. RIA/Wealth | 0.15% $451.9K |
Discover hedge funds investing in XCCC
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $59.7M | 12.74% | |
ETF ETF | $32.7M | 6.97% | |
ETF ETF | $28.7M | 6.12% |
We use cookies for analytics. See our Privacy and Cookie Policy.