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Panagram AAA CLO ETF
CLOX

55 hedge funds and large institutions have $148M invested in Panagram AAA CLO ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

49% more capital invested

Capital invested by funds: $99.6M → $148M (+$48.8M)

20% more funds holding

Funds holding: 46 → 55 (+9)

11.14% more ownership

Funds ownership: 44.01% → 55.14% (+11%)

24% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 17

Holders
55
Holders Change
+9
Holders Change %
+19.57%
% of All Funds
0.67%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
15
Increased
13
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$16.4M
2
SAMC
Spectrum Asset Management (California)
California
+$13.9M
3
FCM
Fourpath Capital Management
Oklahoma
+$13.7M
4
CCP
Carmel Capital Partners
California
+$1.62M
5
CWM
Copia Wealth Management
Oregon
+$1.55M

Top Sellers

Rank Fund Capital Flow
1
BSG
Black Swift Group
Colorado
-$986K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$872K
3
OMC
Old Mission Capital
Illinois
-$817K
4
Bank of America
Bank of America
North Carolina
-$580K
5
Citadel Advisors
Citadel Advisors
Florida
-$406K
Name Holding Trade Value Shares
Change 		Change in
Stake
RW
26
Rockport Wealth
Ohio
$391K +$150K +5,867 +62%
NA
27
NewEdge Advisors
Louisiana
$390K -$3.63K -142 -0.9%
SSWM
28
Strait & Sound Wealth Management
California
$377K -$28K -1,097 -7%
PTC
29
Private Trust Company
Ohio
$377K +$377K +14,775 New
HighTower Advisors
30
HighTower Advisors
Illinois
$363K -$307K -12,037 -46%
IAN
31
Integrated Advisors Network
Texas
$335K +$336K +13,151 New
SFA
32
Sequoia Financial Advisors
Ohio
$317K +$4.04K +158 +1%
Koshinski Asset Management
33
Koshinski Asset Management
Illinois
$312K – – –
Jane Street
34
Jane Street
New York
$306K -$190K -7,456 -38%
BWAM
35
Blue Water Asset Management
Michigan
$305K +$306K +11,967 New
IAS
36
Insigneo Advisory Services
Florida
$299K +$300K +11,731 New
PWA
37
Primoris Wealth Advisors
Florida
$287K – – –
OMC
38
Old Mission Capital
Illinois
$256K -$817K -31,997 -76%
TRCT
39
Tower Research Capital (TRC)
New York
$212K -$388K -15,198 -65%
ECA
40
Elevated Capital Advisors
Utah
$195K +$196K +7,656 New
SPIA
41
Steward Partners Investment Advisory
New York
$164K +$138K +5,414 +541%
EPG
42
Estate Planners Group
Pennsylvania
$116K +$116K +4,558 New
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$95K -$22.4K -875 -19%
KAS
44
Kestra Advisory Services
Texas
$55K +$55.1K +2,158 New
CWM
45
Cedar Wealth Management
California
$39.9K – – –
Comerica Bank
46
Comerica Bank
Texas
$37.9K – – –
AWM
47
AE Wealth Management
Kansas
$35.2K -$9.91K -388 -22%
HI
48
Harbour Investments
Wisconsin
$31.9K – – –
Osaic Holdings
49
Osaic Holdings
Arizona
$30.5K +$30.5K +1,195 New
GRP
50
Global Retirement Partners
California
$6.94K +$26 +1 +0.4%
1
2
3

CLOX Hedge Fund Activity: Q4 2025 in Review

55 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Panagram AAA CLO ETF (CLOX) for Q4 2025, worth a combined $148M — up 49% from $99.6M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CLOX positions and 5 closed out — a net gain of 10 holders — while 13 added to existing stakes and 17 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $16.4M. The largest seller was Black Swift Group, cutting an estimated $986K.

  • 55 institutional investors held Panagram AAA CLO ETF (CLOX) as of Q4 2025, up from 46 in Q3 2025.
  • Funds reported $148M of Panagram AAA CLO ETF stock for Q4 2025, up 49% quarter-over-quarter.
  • 15 funds opened new Panagram AAA CLO ETF positions in Q4 2025 and 5 closed out, a net change of +10 holders.
  • The largest Panagram AAA CLO ETF buyer in Q4 2025 was LPL Financial, an estimated $16.4M added.
  • The largest Panagram AAA CLO ETF seller in Q4 2025 was Black Swift Group, an estimated $986K sold.

Based on aggregated 13F filings for Q4 2025.