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Panagram AAA CLO ETF
CLOX

53 hedge funds and large institutions have $108M invested in Panagram AAA CLO ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 13

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

4% less funds holding

Funds holding: 55 → 53 (-2)

13.58% less ownership

Funds ownership: 55.14% → 41.56% (-14%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

27% less capital invested

Capital invested by funds: $148M → $108M (-$40M)

Holders
53
Holders Change
-2
Holders Change %
-3.64%
% of All Funds
0.65%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
10
Increased
23
Reduced
13
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$9.29M
2
CCP
Carmel Capital Partners
California
+$3.71M
3
FGA
Fortis Group Advisors
New Jersey
+$2.3M
4
CWM
Copia Wealth Management
Oregon
+$1.95M
5
FFA
Farther Finance Advisors
California
+$1.79M

Top Sellers

Rank Fund Capital Flow
1
SBLIC
Security Benefit Life Insurance Company
Kansas
-$28.3M
2
FCM
Fourpath Capital Management
Oklahoma
-$13.4M
3
SAMC
Spectrum Asset Management (California)
California
-$11M
4
BCWM
Ball & Co Wealth Management
Tennessee
-$6.74M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
RW
26
Rockport Wealth
Ohio
$603K +$212K +8,286 +54%
EPG
27
Estate Planners Group
Pennsylvania
$491K +$374K +14,661 +322%
HighTower Advisors
28
HighTower Advisors
Illinois
$491K +$127K +4,984 +35%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$488K +$488K +19,098 New
IAS
30
Insigneo Advisory Services
Florida
$459K +$159K +6,220 +53%
NA
31
NewEdge Advisors
Louisiana
$402K +$11.5K +449 +3%
Koshinski Asset Management
32
Koshinski Asset Management
Illinois
$353K +$40.1K +1,569 +13%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$337K -$1.82M -71,104 -84%
SFA
34
Sequoia Financial Advisors
Ohio
$321K +$3.73K +146 +1%
PWA
35
Primoris Wealth Advisors
Florida
$318K +$30.6K +1,200 +11%
BWAM
36
Blue Water Asset Management
Michigan
$310K +$3.6K +141 +1%
LWP
37
LeClair Wealth Partners
Ohio
$310K +$309K +12,108 New
FCM
38
Fourpath Capital Management
Oklahoma
$302K -$13.4M -524,201 -98%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$290K +$289K +11,333 New
SSWM
40
Strait & Sound Wealth Management
California
$228K -$150K -5,856 -40%
SPIA
41
Steward Partners Investment Advisory
New York
$184K +$20K +783 +12%
ECA
42
Elevated Capital Advisors
Utah
$153K -$43K -1,683 -22%
BAM
43
Bellevue Asset Management
Washington
$119K +$119K +4,657 New
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$89.9K -$4.98K -195 -5%
Morgan Stanley
45
Morgan Stanley
New York
$40K +$40K +1,565 New
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$38K +$38K +1,487 New
HI
47
Harbour Investments
Wisconsin
$32K – – –
Osaic Holdings
48
Osaic Holdings
Arizona
$30.6K – – –
AWM
49
AE Wealth Management
Kansas
$26.7K -$8.6K -337 -24%
RF
50
Rossby Financial
Florida
$3.27K – – –
1
2
3

CLOX Hedge Fund Activity: Q1 2026 in Review

53 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Panagram AAA CLO ETF (CLOX) for Q1 2026, worth a combined $108M — down 27% from $148M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CLOX positions and 9 closed out — a net gain of 1 holder — while 23 added to existing stakes and 13 trimmed.

The largest buyer was LPL Financial, adding an estimated $9.29M. The largest seller was Security Benefit Life Insurance Company, cutting an estimated $28.3M.

  • 53 institutional investors held Panagram AAA CLO ETF (CLOX) as of Q1 2026, down from 55 in Q4 2025.
  • Funds reported $108M of Panagram AAA CLO ETF stock for Q1 2026, down 27% quarter-over-quarter.
  • 10 funds opened new Panagram AAA CLO ETF positions in Q1 2026 and 9 closed out, a net change of +1 holder.
  • The largest Panagram AAA CLO ETF buyer in Q1 2026 was LPL Financial, an estimated $9.29M added.
  • The largest Panagram AAA CLO ETF seller in Q1 2026 was Security Benefit Life Insurance Company, an estimated $28.3M sold.

Based on aggregated 13F filings for Q1 2026.