Panagram AAA CLO ETF
CLOX
46 hedge funds and large institutions have $96.9M invested in Panagram AAA CLO ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 6 closing their positions.
367% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 3
233% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 6
39% more funds holding
Funds holding: 33 → 46 (+13)
3% more capital invested
Capital invested by funds: $93.9M → $96.9M (+$3.06M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
7.24% less ownership
Funds ownership: 58.41% → 51.17% (-7.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCWM
Ball & Co Wealth Management
Franklin,
Tennessee
|
+$6.6M |
| 2 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$3.47M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$3.22M |
| 4 |
BSG
Black Swift Group
Boulder,
Colorado
|
+$2.75M |
| 5 |
EC
Elequin Capital
New York
|
+$2.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DF
Donoghue Forlines
Boston,
Massachusetts
|
-$14.1M |
| 2 |
FGA
Fortis Group Advisors
Westwood,
New Jersey
|
-$4.33M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$602K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$305K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$231K |
CLOX Hedge Fund Activity: Q2 2025 in Review
46 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in Panagram AAA CLO ETF (CLOX) for Q2 2025, worth a combined $96.9M — up 3.3% from $93.9M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new CLOX positions and 6 closed out — a net gain of 14 holders — while 14 added to existing stakes and 3 trimmed.
The largest buyer was Ball & Co Wealth Management, opening a new position worth an estimated $6.6M. The largest seller was Donoghue Forlines, exiting entirely with an estimated $14.1M sold.
- 46 institutional investors held Panagram AAA CLO ETF (CLOX) as of Q2 2025, up from 33 in Q1 2025.
- Funds reported $96.9M of Panagram AAA CLO ETF stock for Q2 2025, up 3.3% quarter-over-quarter.
- 20 funds opened new Panagram AAA CLO ETF positions in Q2 2025 and 6 closed out, a net change of +14 holders.
- The largest Panagram AAA CLO ETF buyer in Q2 2025 was Ball & Co Wealth Management, an estimated $6.6M added.
- The largest Panagram AAA CLO ETF seller in Q2 2025 was Donoghue Forlines, an estimated $14.1M sold.
Based on aggregated 13F filings for Q2 2025.