Panagram AAA CLO ETF
CLOX
33 hedge funds and large institutions have $93.9M invested in Panagram AAA CLO ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 2 increasing their positions, 7 reducing their positions, and 7 closing their positions.
157% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 7
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
43% more funds holding
Funds holding: 23 → 33 (+10)
34% more capital invested
Capital invested by funds: $70.3M → $93.9M (+$23.6M)
10.58% less ownership
Funds ownership: 68.99% → 58.41% (-11%)
71% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DF
Donoghue Forlines
Boston,
Massachusetts
|
+$14.1M |
| 2 |
FGA
Fortis Group Advisors
Westwood,
New Jersey
|
+$5.07M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.92M |
| 4 |
LMKC
L.M. Kohn & Company
Cincinnati,
Ohio
|
+$1.2M |
| 5 |
WFA
WMG Financial Advisors
Knoxville,
Tennessee
|
+$986K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.23M |
| 2 |
BSG
Black Swift Group
Boulder,
Colorado
|
-$1.02M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$646K |
| 4 |
Jane Street
New York
|
-$533K |
| 5 |
NA
Nordwand Advisors
Radnor,
Pennsylvania
|
-$125K |
CLOX Hedge Fund Activity: Q1 2025 in Review
33 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Panagram AAA CLO ETF (CLOX) for Q1 2025, worth a combined $93.9M — up 34% from $70.3M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new CLOX positions and 7 closed out — a net gain of 11 holders — while 2 added to existing stakes and 7 trimmed.
The largest buyer was Donoghue Forlines, opening a new position worth an estimated $14.1M. The largest seller was Citadel Advisors, cutting an estimated $1.23M.
- 33 institutional investors held Panagram AAA CLO ETF (CLOX) as of Q1 2025, up from 23 in Q4 2024.
- Funds reported $93.9M of Panagram AAA CLO ETF stock for Q1 2025, up 34% quarter-over-quarter.
- 18 funds opened new Panagram AAA CLO ETF positions in Q1 2025 and 7 closed out, a net change of +11 holders.
- The largest Panagram AAA CLO ETF buyer in Q1 2025 was Donoghue Forlines, an estimated $14.1M added.
- The largest Panagram AAA CLO ETF seller in Q1 2025 was Citadel Advisors, an estimated $1.23M sold.
Based on aggregated 13F filings for Q1 2025.