Panagram AAA CLO ETF
CLOX
32 hedge funds and large institutions have $93.1M invested in Panagram AAA CLO ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 2 increasing their positions, 7 reducing their positions, and 7 closing their positions.
143% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 7
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
39% more funds holding
Funds holding: 23 → 32 (+9)
33% more capital invested
Capital invested by funds: $70.3M → $93.1M (+$22.9M)
11.04% less ownership
Funds ownership: 68.99% → 57.94% (-11%)
71% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DF
Donoghue Forlines
Boston,
Massachusetts
|
+$14.1M |
| 2 |
FGA
Fortis Group Advisors
Westwood,
New Jersey
|
+$5.07M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.92M |
| 4 |
LMKC
L.M. Kohn & Company
Cincinnati,
Ohio
|
+$1.2M |
| 5 |
WFA
WMG Financial Advisors
Knoxville,
Tennessee
|
+$986K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.23M |
| 2 |
BSG
Black Swift Group
Boulder,
Colorado
|
-$1.02M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$646K |
| 4 |
Jane Street
New York
|
-$533K |
| 5 |
NA
Nordwand Advisors
Radnor,
Pennsylvania
|
-$125K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PA
26
Pineridge Advisors
St. Charles,
Missouri
| $7.78K | -$4.42K | -173 | -36% |
|
|
RF
27
Rossby Financial
Melbourne,
Florida
| $3.24K | +$3.27K | +128 | New |
|
28
UBS Group
Zurich,
Switzerland
| $3.09K | +$3.09K | +121 | New |
|
|
Q1WB
29
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
| $2.4K | -$536 | -21 | -18% |
|
|
NMG
30
New Millennium Group
Sandy,
Utah
| $1.25K | – | – | – |
|
|
CAWM
31
Capital A Wealth Management
New Castle,
Pennsylvania
| $332 | – | – | – |
|
|
SAS
32
Spurstone Advisory Services
Higganum,
Connecticut
| $331 | +$332 | +13 | New |
|
|
33
Jane Street
New York
| – | -$533K | -20,925 | Closed |
|
|
NA
34
Nordwand Advisors
Radnor,
Pennsylvania
| – | -$125K | -4,915 | Closed |
|
|
CAS
35
Coppell Advisory Solutions
Coppell,
Texas
| – | -$7.86K | -307 | Closed |
|
36
Osaic Holdings
Scottsdale,
Arizona
| – | -$5.5K | -215 | Closed |
|
|
PMFA
37
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$1.99K | -78 | Closed |
|
|
FWM
38
FLP Wealth Management
Bentonville,
Arkansas
| – | -$723 | -28 | Closed |
|
|
PSFG
39
Park Square Financial Group
Roswell,
Georgia
| – | -$47 | -2 | Closed |
|
CLOX Hedge Fund Activity: Q1 2025 in Review
32 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Panagram AAA CLO ETF (CLOX) for Q1 2025, worth a combined $93.1M — up 33% from $70.3M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new CLOX positions and 7 closed out — a net gain of 10 holders — while 2 added to existing stakes and 7 trimmed.
The largest buyer was Donoghue Forlines, opening a new position worth an estimated $14.1M. The largest seller was Citadel Advisors, cutting an estimated $1.23M.
- 32 institutional investors held Panagram AAA CLO ETF (CLOX) as of Q1 2025, up from 23 in Q4 2024.
- Funds reported $93.1M of Panagram AAA CLO ETF stock for Q1 2025, up 33% quarter-over-quarter.
- 17 funds opened new Panagram AAA CLO ETF positions in Q1 2025 and 7 closed out, a net change of +10 holders.
- The largest Panagram AAA CLO ETF buyer in Q1 2025 was Donoghue Forlines, an estimated $14.1M added.
- The largest Panagram AAA CLO ETF seller in Q1 2025 was Citadel Advisors, an estimated $1.23M sold.
Based on aggregated 13F filings for Q1 2025.