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Panagram AAA CLO ETF
CLOX

46 hedge funds and large institutions have $96.9M invested in Panagram AAA CLO ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 3

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

44% more funds holding

Funds holding: 32 → 46 (+14)

4% more capital invested

Capital invested by funds: $93.1M → $96.9M (+$3.8M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5.72% less ownership

Funds ownership: 57.94% → 52.22% (-5.7%)

Holders
46
Holders Change
+14
Holders Change %
+43.75%
% of All Funds
0.61%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
13
Reduced
3
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCWM
Ball & Co Wealth Management
Tennessee
+$6.6M
2
AAP
Arax Advisory Partners
Colorado
+$3.47M
3
TRCT
Tower Research Capital (TRC)
New York
+$3.22M
4
BSG
Black Swift Group
Colorado
+$2.75M
5
EC
Elequin Capital
New York
+$2.32M

Top Sellers

Rank Fund Capital Flow
1
DF
Donoghue Forlines
Massachusetts
-$14.1M
2
FGA
Fortis Group Advisors
New Jersey
-$4.33M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$602K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$305K
5
Citadel Advisors
Citadel Advisors
Florida
-$231K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
26
Sequoia Financial Advisors
Ohio
$310K +$3.79K +149 +1%
KMWM
27
Keudell/Morrison Wealth Management
Oregon
$268K +$266K +10,464 New
ECA
28
Elevated Capital Advisors
Utah
$231K – – –
PG
29
Prostatis Group
Maryland
$230K +$228K +8,977 New
NA
30
NewEdge Advisors
Louisiana
$205K +$203K +8,000 New
AWM
31
AE Wealth Management
Kansas
$61.8K -$65K -2,557 -51%
Comerica Bank
32
Comerica Bank
Texas
$38.1K +$37.8K +1,487 New
UBS Group
33
UBS Group
Switzerland
$34.8K +$31.5K +1,240 +1,025%
HI
34
Harbour Investments
Wisconsin
$32K – – –
SPIA
35
Steward Partners Investment Advisory
New York
$25.6K +$25.4K +1,000 New
CWM
36
Cedar Wealth Management
California
$20K +$19.8K +781 New
AF
37
Allworth Financial
California
$14.2K +$51 +2 +0.4%
CAWM
38
Capital A Wealth Management
Pennsylvania
$10.1K +$9.84K +387 +2,977%
MYIA
39
Mount Yale Investment Advisors
Colorado
$10K +$9.96K +392 New
PA
40
Pineridge Advisors
Missouri
$7.84K +$25 +1 +0.3%
GRP
41
Global Retirement Partners
California
$6.94K +$6.89K +271 New
RF
42
Rossby Financial
Florida
$3.28K – – –
Q1WB
43
Quest 10 Wealth Builders
Virginia
$2.41K – – –
NMG
44
New Millennium Group
Utah
$1.25K – – –
SAS
45
Spurstone Advisory Services
Connecticut
$332 – – –
MAWAG
46
Mid-American Wealth Advisory Group
Missouri
$179 +$178 +7 New
DF
47
Donoghue Forlines
Massachusetts
– -$14.1M -552,435 Closed
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
– -$602K -23,606 Closed
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
– -$305K -11,966 Closed
Citadel Advisors
50
Citadel Advisors
Florida
– -$231K -9,041 Closed
1
2
3

CLOX Hedge Fund Activity: Q2 2025 in Review

46 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Panagram AAA CLO ETF (CLOX) for Q2 2025, worth a combined $96.9M — up 4.1% from $93.1M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CLOX positions and 6 closed out — a net gain of 15 holders — while 13 added to existing stakes and 3 trimmed.

The largest buyer was Ball & Co Wealth Management, opening a new position worth an estimated $6.6M. The largest seller was Donoghue Forlines, exiting entirely with an estimated $14.1M sold.

  • 46 institutional investors held Panagram AAA CLO ETF (CLOX) as of Q2 2025, up from 32 in Q1 2025.
  • Funds reported $96.9M of Panagram AAA CLO ETF stock for Q2 2025, up 4.1% quarter-over-quarter.
  • 21 funds opened new Panagram AAA CLO ETF positions in Q2 2025 and 6 closed out, a net change of +15 holders.
  • The largest Panagram AAA CLO ETF buyer in Q2 2025 was Ball & Co Wealth Management, an estimated $6.6M added.
  • The largest Panagram AAA CLO ETF seller in Q2 2025 was Donoghue Forlines, an estimated $14.1M sold.

Based on aggregated 13F filings for Q2 2025.