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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 21 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 3

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

44% more funds holding

Funds holding: 32 → 46 (+14)

4% more capital invested

Capital invested by funds: $93.1M → $96.9M (+$3.8M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5.72% less ownership

Funds ownership: 57.94% → 52.22% (-5.7%)

Holders
46
Holders Change
+14
Holders Change %
+43.75%
% of All Funds
0.61%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
13
Reduced
3
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCWM
Ball & Co Wealth Management
Tennessee
+$6.6M
2
AAP
Arax Advisory Partners
Colorado
+$3.47M
3
TRCT
Tower Research Capital (TRC)
New York
+$3.22M
4
BSG
Black Swift Group
Colorado
+$2.75M
5
EC
Elequin Capital
New York
+$2.32M

Top Sellers

Rank Fund Capital Flow
1
DF
Donoghue Forlines
Massachusetts
-$14.1M
2
FGA
Fortis Group Advisors
New Jersey
-$4.33M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$602K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$305K
5
Citadel Advisors
Citadel Advisors
Florida
-$231K
Name Holding Trade Value Shares
Change 		Change in
Stake
SBLIC
1
Security Benefit Life Insurance Company
Kansas
$57.8M – – –
BCWM
2
Ball & Co Wealth Management
Tennessee
$6.65M +$6.6M +259,690 New
BSG
3
Black Swift Group
Colorado
$4.8M +$2.75M +108,235 +137%
AAP
4
Arax Advisory Partners
Colorado
$3.5M +$3.47M +136,635 New
TRCT
5
Tower Research Capital (TRC)
New York
$3.25M +$3.22M +126,860 New
EC
6
Elequin Capital
New York
$2.33M +$2.32M +91,199 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.84M -$86.5K -3,403 -5%
CWM
8
Copia Wealth Management
Oregon
$1.8M +$1.13M +44,537 +172%
LMKC
9
L.M. Kohn & Company
Ohio
$1.76M +$558K +21,950 +47%
WFA
10
WMG Financial Advisors
Tennessee
$1.51M +$520K +20,455 +53%
VFA
11
Valeo Financial Advisors
Indiana
$1.28M – – –
WA
12
WESPAC Advisors
California
$1.2M +$396K +15,580 +50%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$885K +$825K +32,465 +1,521%
GAM
14
Griffin Asset Management
New York
$866K +$473K +18,609 +122%
Citigroup
15
Citigroup
New York
$768K – – –
BRWA
16
B. Riley Wealth Advisors
Florida
$748K +$742K +29,200 New
FGA
17
Fortis Group Advisors
New Jersey
$714K -$4.33M -170,487 -86%
JWCA
18
J.W. Cole Advisors
Florida
$667K +$663K +26,071 New
Bank of America
19
Bank of America
North Carolina
$605K +$601K +23,650 New
SCP
20
Silverleafe Capital Partners
Tennessee
$504K +$500K +19,678 New
HighTower Advisors
21
HighTower Advisors
Illinois
$488K +$484K +19,063 New
SSWM
22
Strait & Sound Wealth Management
California
$391K +$110K +4,311 +39%
Jane Street
23
Jane Street
New York
$372K +$369K +14,521 New
Koshinski Asset Management
24
Koshinski Asset Management
Illinois
$336K +$333K +13,112 New
IA
25
Inspire Advisors
Idaho
$314K +$312K +12,262 New
1
2 3

CLOX Hedge Fund Activity: Q2 2025 in Review

46 of the 7,596 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 4.1% from $93.1M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CLOX positions and 6 closed out — a net gain of 15 holders — while 13 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 32 in Q1 2025.
  • Funds reported $96.9M of Panagram AAA CLO ETF stock for Q2 2025, up 4.1% quarter-over-quarter.
  • 21 funds opened new Panagram AAA CLO ETF positions in Q2 2025 and 6 closed out, a net change of +15 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.