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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$9.29M |
| 2 |
CCP
Carmel Capital Partners
San Diego,
California
|
+$3.71M |
| 3 |
FGA
Fortis Group Advisors
Westwood,
New Jersey
|
+$2.3M |
| 4 |
CWM
Copia Wealth Management
Bend,
Oregon
|
+$1.95M |
| 5 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$1.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SBLIC
Security Benefit Life Insurance Company
Topeka,
Kansas
|
-$28.3M |
| 2 |
FCM
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
-$13.4M |
| 3 |
SAMC
Spectrum Asset Management (California)
Newport Beach,
California
|
-$11M |
| 4 |
BCWM
Ball & Co Wealth Management
Franklin,
Tennessee
|
-$6.74M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.82M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
51
SHP Wealth Management
Plymouth,
Massachusetts
| $2.69K | – | – | – |
|
|
Q1WB
52
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
| $2.23K | – | – | – |
|
|
SAS
53
Spurstone Advisory Services
Higganum,
Connecticut
| $332 | – | – | – |
|
|
BCWM
54
Ball & Co Wealth Management
Franklin,
Tennessee
| – | -$6.74M | -264,121 | Closed |
|
|
BIG
55
Brookwood Investment Group
Phoenix,
Arizona
| – | -$1.37M | -53,643 | Closed |
|
56
Goldman Sachs
New York
| – | -$834K | -32,678 | Closed |
|
|
CWM
57
Centric Wealth Management
Chicago,
Illinois
| – | -$513K | -20,000 | Closed |
|
58
Jane Street
New York
| – | -$306K | -11,987 | Closed |
|
|
OMC
59
Old Mission Capital
Chicago,
Illinois
| – | -$256K | -10,034 | Closed |
|
|
TRCT
60
Tower Research Capital (TRC)
New York
| – | -$212K | -8,294 | Closed |
|
|
KAS
61
Kestra Advisory Services
Austin,
Texas
| – | -$55K | -2,158 | Closed |
|
|
CWM
62
Cedar Wealth Management
Walnut Creek,
California
| – | -$39.9K | -1,565 | Closed |
|
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.