US CLO ETFs Surpass $50B in Total Assets
Bloomberg 2026-07-09 19:33:39
Context: US Exchange-Traded Funds (ETFs) that invest in Collateralized Loan Obligations (CLOs) have recently achieved a significant milestone, surpassing $50 billion in total assets under management. This development was announced by Bank of America and reported on Bloomberg's "Real Yield" program. The news was shared by Gretchen Lam, CEO of Octagon Credit Investors, in an interview with Katie Greifeld.
Key Facts
- US ETFs that buy and sell CLOs collectively manage more than $50 billion in total assets, according to estimates by Bank of America, after crossing this threshold last week.
- The milestone was announced on "Bloomberg Real Yield," a program where Gretchen Lam, CEO of Octagon Credit Investors, shared her insights with host Katie Greifeld.
- The $50 billion mark was surpassed by these CLO ETFs following a significant growth trajectory, though the exact timeline of this growth and the current composition of these ETFs' assets were not specified in the report.