Panagram AAA CLO ETF
CLOX
CLOX
53 hedge funds and large institutions have $148M invested in Panagram AAA CLO ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
11.09% more ownership
Funds ownership: 44.01% → 55.1% (+11%)
24% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 17
Holders
53
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$16.4M | |
| 2 | +$13.9M | |
| 3 | +$13.7M | |
| 4 |
CCP
Carmel Capital Partners
San Diego,
California
|
+$1.62M |
| 5 |
CWM
Copia Wealth Management
Bend,
Oregon
|
+$1.55M |
Top Sellers
| 1 | -$986K | |
| 2 | -$872K | |
| 3 | -$817K | |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$580K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$406K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
Q1WB
51
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
| $2.22K |
|
|||
|
NMG
52
New Millennium Group
Sandy,
Utah
| $1.25K |
|
|||
|
SAS
53
Spurstone Advisory Services
Higganum,
Connecticut
| $332 |
|
|||
|
54
Bank of America
Charlotte,
North Carolina
| – |
|
|||
|
DWM
55
Drive Wealth Management
Lehi,
Utah
| – |
|
|||
|
WANY
56
Wealthspire Advisors (New York)
New York
| – |
|
|||
57
UBS Group
Zurich,
Switzerland
| – |
|
|||
58
Morgan Stanley
New York
| – |
|