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Panagram AAA CLO ETF

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: 4646 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
ECA
51
Elevated Capital Advisors
Utah
-$231K -9,043 Closed
AF
52
Allworth Financial
California
-$14.2K -555 Closed
MYIA
53
Mount Yale Investment Advisors
Colorado
-$10K -392 Closed
MAWAG
54
Mid-American Wealth Advisory Group
Missouri
-$179 -7 Closed

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.