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Panagram AAA CLO ETF

45 hedge funds and large institutions have $96.9M invested in Panagram AAA CLO ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+13
Holders Change %
+40.63%
% of All Funds
0.6%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
12
Reduced
3
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFA
26
Sequoia Financial Advisors
Ohio
$310K +$3.82K +149 +1%
KMWM
27
Keudell/Morrison Wealth Management
Oregon
$268K +$268K +10,464 New
ECA
28
Elevated Capital Advisors
Utah
$231K
PG
29
Prostatis Group
Maryland
$230K +$230K +8,977 New
NA
30
NewEdge Advisors
Louisiana
$205K +$205K +8,000 New
AWM
31
AE Wealth Management
Kansas
$61.8K -$65.4K -2,557 -51%
Comerica Bank
32
Comerica Bank
Texas
$38.1K +$38.1K +1,487 New
UBS Group
33
UBS Group
Switzerland
$34.8K +$31.7K +1,240 +1,025%
HI
34
Harbour Investments
Wisconsin
$32K
SPIA
35
Steward Partners Investment Advisory
New York
$25.6K +$25.6K +1,000 New
CWM
36
Cedar Wealth Management
California
$20K +$20K +781 New
AF
37
Allworth Financial
California
$14.2K +$51 +2 +0.4%
MYIA
38
Mount Yale Investment Advisors
Colorado
$10K +$10K +392 New
PA
39
Pineridge Advisors
Missouri
$7.84K +$26 +1 +0.3%
GRP
40
Global Retirement Partners
California
$6.94K +$6.94K +271 New
Osaic Holdings
41
Osaic Holdings
Arizona
$5.5K +$5.5K +215 New
RF
42
Rossby Financial
Florida
$3.28K
NMG
43
New Millennium Group
Utah
$1.25K
SAS
44
Spurstone Advisory Services
Connecticut
$332
MAWAG
45
Mid-American Wealth Advisory Group
Missouri
$179 +$179 +7 New
DF
46
Donoghue Forlines
Massachusetts
-$14.1M -552,435 Closed
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
-$602K -23,606 Closed
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
-$305K -11,966 Closed
Citadel Advisors
49
Citadel Advisors
Florida
-$231K -9,041 Closed
DMKJ
50
David M. Knott Jr
-$147K -5,766 Closed