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Panagram AAA CLO ETF

45 hedge funds and large institutions have $96.9M invested in Panagram AAA CLO ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+13
Holders Change %
+40.63%
% 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
22
Increased
12
Reduced
3
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SBLIC
1
Security Benefit Life Insurance Company
Kansas
$57.8M
BCWM
2
Ball & Co Wealth Management
Tennessee
$6.65M +$6.65M +259,690 New
BSG
3
Black Swift Group
Colorado
$4.8M +$2.77M +108,235 +137%
AAP
4
Arax Advisory Partners
Colorado
$3.5M +$3.5M +136,635 New
TRCT
5
Tower Research Capital (TRC)
New York
$3.25M +$3.25M +126,860 New
EC
6
Elequin Capital
New York
$2.33M +$2.33M +91,199 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.84M -$87.1K -3,403 -5%
CWM
8
Copia Wealth Management
Oregon
$1.8M +$1.14M +44,537 +172%
LMKC
9
L.M. Kohn & Company
Ohio
$1.76M +$562K +21,950 +47%
WFA
10
WMG Financial Advisors
Tennessee
$1.51M +$524K +20,455 +53%
VFA
11
Valeo Financial Advisors
Indiana
$1.28M
WA
12
WESPAC Advisors
California
$1.2M +$399K +15,580 +50%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$885K +$830K +32,465 +1,521%
GAM
14
Griffin Asset Management
New York
$866K +$476K +18,609 +122%
Citigroup
15
Citigroup
New York
$768K
BRWA
16
B. Riley Wealth Advisors
Florida
$748K +$748K +29,200 New
FGA
17
Fortis Group Advisors
New Jersey
$714K -$4.36M -170,487 -86%
JWCA
18
J.W. Cole Advisors
Florida
$667K +$667K +26,071 New
Bank of America
19
Bank of America
North Carolina
$605K +$605K +23,650 New
SCP
20
Silverleafe Capital Partners
Tennessee
$504K +$504K +19,678 New
HighTower Advisors
21
HighTower Advisors
Illinois
$488K +$488K +19,063 New
SSWM
22
Strait & Sound Wealth Management
California
$391K +$110K +4,311 +39%
Jane Street
23
Jane Street
New York
$372K +$372K +14,521 New
Koshinski Asset Management
24
Koshinski Asset Management
Illinois
$336K +$336K +13,112 New
IA
25
Inspire Advisors
Idaho
$314K +$314K +12,262 New