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Panagram AAA CLO ETF

46 hedge funds and large institutions have $99.6M invested in Panagram AAA CLO ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

3% more capital invested

Capital invested by funds: $96.9M → $99.6M (+$2.66M)

0% more funds holding

Funds holding: 4646 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8.22% less ownership

Funds ownership: 52.22%44.01% (-8.2%)

Holders
46
Holders Change
Holders Change %
0%
% 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
10
Increased
15
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
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
$6.69M +$45.8K +1,791 +0.7%
CCP
3
Carmel Capital Partners
California
$4.42M +$4.41M +172,785 New
BSG
4
Black Swift Group
Colorado
$3.53M -$1.27M -49,580 -26%
CWM
5
Copia Wealth Management
Oregon
$3.14M +$1.34M +52,434 +74%
AAP
6
Arax Advisory Partners
Colorado
$3.08M -$418K -16,345 -12%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.03M +$2.14M +83,793 +242%
WFA
8
WMG Financial Advisors
Tennessee
$2M +$490K +19,200 +33%
IA
9
Inspire Advisors
Idaho
$1.67M +$1.36M +53,126 +433%
WA
10
WESPAC Advisors
California
$1.39M +$188K +7,353 +16%
VFA
11
Valeo Financial Advisors
Indiana
$1.28M
OMC
12
Old Mission Capital
Illinois
$1.07M +$1.07M +42,031 New
Citadel Advisors
13
Citadel Advisors
Florida
$873K +$872K +34,139 New
GAM
14
Griffin Asset Management
New York
$847K -$18.3K -717 -2%
FGA
15
Fortis Group Advisors
New Jersey
$828K +$114K +4,474 +16%
Goldman Sachs
16
Goldman Sachs
New York
$756K +$755K +29,555 New
JWCA
17
J.W. Cole Advisors
Florida
$755K +$88.7K +3,474 +13%
BRWA
18
B. Riley Wealth Advisors
Florida
$737K -$9.45K -370 -1%
HighTower Advisors
19
HighTower Advisors
Illinois
$671K +$184K +7,190 +38%
TRCT
20
Tower Research Capital (TRC)
New York
$601K -$2.64M -103,368 -81%
Bank of America
21
Bank of America
North Carolina
$580K -$25K -979 -4%
Jane Street
22
Jane Street
New York
$497K +$126K +4,922 +34%
PG
23
Prostatis Group
Maryland
$423K +$193K +7,555 +84%
SSWM
24
Strait & Sound Wealth Management
California
$406K +$15.7K +615 +4%
NA
25
NewEdge Advisors
Louisiana
$395K +$190K +7,432 +93%

CLOX Hedge Fund Activity: Q3 2025 in Review

46 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Panagram AAA CLO ETF (CLOX) for Q3 2025, worth a combined $99.6M — up 2.7% from $96.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CLOX positions and 8 closed out — a net gain of 2 holders — while 15 added to existing stakes and 11 trimmed.

The largest buyer was Carmel Capital Partners, opening a new position worth an estimated $4.41M. The largest seller was Tower Research Capital (TRC), cutting an estimated $2.64M.

  • 46 institutional investors held Panagram AAA CLO ETF (CLOX) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $99.6M of Panagram AAA CLO ETF stock for Q3 2025, up 2.7% quarter-over-quarter.
  • 10 funds opened new Panagram AAA CLO ETF positions in Q3 2025 and 8 closed out, a net change of +2 holders.
  • The largest Panagram AAA CLO ETF buyer in Q3 2025 was Carmel Capital Partners, an estimated $4.41M added.
  • The largest Panagram AAA CLO ETF seller in Q3 2025 was Tower Research Capital (TRC), an estimated $2.64M sold.

Based on aggregated 13F filings for Q3 2025.