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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$16.4M |
| 2 |
SAMC
Spectrum Asset Management (California)
Newport Beach,
California
|
+$13.9M |
| 3 |
FCM
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
+$13.7M |
| 4 |
CCP
Carmel Capital Partners
San Diego,
California
|
+$1.62M |
| 5 |
CWM
Copia Wealth Management
Bend,
Oregon
|
+$1.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BSG
Black Swift Group
Boulder,
Colorado
|
-$986K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$872K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$817K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$580K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$406K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RF
51
Rossby Financial
Melbourne,
Florida
| $3.27K | – | – | – |
|
|
SWM
52
SHP Wealth Management
Plymouth,
Massachusetts
| $2.68K | +$2.68K | +105 | New |
|
|
Q1WB
53
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
| $2.22K | -$179 | -7 | -7% |
|
|
NMG
54
New Millennium Group
Sandy,
Utah
| $1.25K | – | – | – |
|
|
SAS
55
Spurstone Advisory Services
Higganum,
Connecticut
| $332 | – | – | – |
|
|
56
Bank of America
Charlotte,
North Carolina
| – | -$580K | -22,671 | Closed |
|
|
DWM
57
Drive Wealth Management
Lehi,
Utah
| – | -$256K | -10,000 | Closed |
|
|
WANY
58
Wealthspire Advisors (New York)
New York
| – | -$70K | -2,738 | Closed |
|
59
UBS Group
Zurich,
Switzerland
| – | -$19.4K | -760 | Closed |
|
60
Morgan Stanley
New York
| – | -$13.2K | -515 | Closed |
|
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.