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Panagram AAA CLO ETF
CLOX

46 hedge funds and large institutions have $99.6M invested in Panagram AAA CLO ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

3% more capital invested

Capital invested by funds: $96.9M → $99.6M (+$2.66M)

0% more funds holding

Funds holding: 46 → 46 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

8.22% less ownership

Funds ownership: 52.22% → 44.01% (-8.2%)

Holders
46
Holders Change
–
Holders Change %
0%
% 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
10
Increased
15
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCP
Carmel Capital Partners
California
+$4.41M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.14M
3
IA
Inspire Advisors
Idaho
+$1.36M
4
CWM
Copia Wealth Management
Oregon
+$1.34M
5
OMC
Old Mission Capital
Illinois
+$1.07M

Top Sellers

Rank Fund Capital Flow
1
TRCT
Tower Research Capital (TRC)
New York
-$2.64M
2
EC
Elequin Capital
New York
-$2.33M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.84M
4
LMKC
L.M. Kohn & Company
Ohio
-$1.76M
5
BSG
Black Swift Group
Colorado
-$1.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
26
Silverleafe Capital Partners
Tennessee
$333K -$170K -6,667 -34%
SFA
27
Sequoia Financial Advisors
Ohio
$313K +$4.11K +161 +1%
Koshinski Asset Management
28
Koshinski Asset Management
Illinois
$313K -$22K -863 -7%
PWA
29
Primoris Wealth Advisors
Florida
$288K +$287K +11,250 New
DWM
30
Drive Wealth Management
Utah
$256K +$255K +10,000 New
RW
31
Rockport Wealth
Ohio
$242K +$241K +9,447 New
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$117K +$117K +4,584 New
WANY
33
Wealthspire Advisors (New York)
New York
$70K +$69.9K +2,738 New
AWM
34
AE Wealth Management
Kansas
$45.2K -$16.6K -648 -27%
CWM
35
Cedar Wealth Management
California
$40K +$20K +784 +100%
Comerica Bank
36
Comerica Bank
Texas
$38K – – –
HI
37
Harbour Investments
Wisconsin
$32K – – –
SPIA
38
Steward Partners Investment Advisory
New York
$25.6K – – –
UBS Group
39
UBS Group
Switzerland
$19.4K -$15.4K -601 -44%
Morgan Stanley
40
Morgan Stanley
New York
$13.2K +$13.2K +515 New
GRP
41
Global Retirement Partners
California
$6.93K – – –
PA
42
Pineridge Advisors
Missouri
$6.62K -$1.2K -47 -15%
RF
43
Rossby Financial
Florida
$3.28K – – –
Q1WB
44
Quest 10 Wealth Builders
Virginia
$2.4K – – –
NMG
45
New Millennium Group
Utah
$1.25K – – –
SAS
46
Spurstone Advisory Services
Connecticut
$332 – – –
EC
47
Elequin Capital
New York
– -$2.33M -91,199 Closed
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
– -$1.84M -71,933 Closed
LMKC
49
L.M. Kohn & Company
Ohio
– -$1.76M -68,889 Closed
Citigroup
50
Citigroup
New York
– -$768K -30,000 Closed
1
2
3

CLOX Hedge Fund Activity: Q3 2025 in Review

46 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Panagram AAA CLO ETF (CLOX) for Q3 2025, worth a combined $99.6M — up 2.7% from $96.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CLOX positions and 8 closed out — a net gain of 2 holders — while 15 added to existing stakes and 11 trimmed.

The largest buyer was Carmel Capital Partners, opening a new position worth an estimated $4.41M. The largest seller was Tower Research Capital (TRC), cutting an estimated $2.64M.

  • 46 institutional investors held Panagram AAA CLO ETF (CLOX) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $99.6M of Panagram AAA CLO ETF stock for Q3 2025, up 2.7% quarter-over-quarter.
  • 10 funds opened new Panagram AAA CLO ETF positions in Q3 2025 and 8 closed out, a net change of +2 holders.
  • The largest Panagram AAA CLO ETF buyer in Q3 2025 was Carmel Capital Partners, an estimated $4.41M added.
  • The largest Panagram AAA CLO ETF seller in Q3 2025 was Tower Research Capital (TRC), an estimated $2.64M sold.

Based on aggregated 13F filings for Q3 2025.