Panagram BBB-B CLO ETFCLOZ
CLOZ
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
213% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 8
38% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 13
25% more funds holding in top 10
Funds holding in top 10: 4 [Q3] → 5 (+1) [Q4]
9% more funds holding
Funds holding: 56 [Q3] → 61 (+5) [Q4]
4% less capital invested
Capital invested by funds: $269M [Q3] → $257M (-$12.1M) [Q4]
11.29% less ownership
Funds ownership: 57.27% [Q3] → 45.98% (-11.29%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for CLOZ.
Financial journalist opinion
Based on 3 articles about CLOZ published over the past 30 days
Negative
ETF Trends
7 hours ago
Rush to De-Risk: Nervous Exodus From Structured Credit ETFs
Rising tariff turmoil has sparked a run from credit-sensitive instruments, with escalating trade tensions threatening economic stability. Wednesday's GDP print stoked recessionary fears when it showed the U.S. economy contracted for the first time since early 2022.
Positive
Seeking Alpha
8 hours ago
CLOZ: Riskier Than You Think, Yet Probably Still Worth It
Eldridge BBB-B CLO ETF remains resilient despite the changing credit cycle, supported by its commendable yield and industry diversification. Recent performance and fundamental resilience of CLOZ highlight its robustness as a higher-risk CLO vehicle. A cash-as-contingency feature bolsters our confidence in CLOZ's ability to navigate rising leverage loan risks.
Neutral
Seeking Alpha
4 weeks ago
CLOZ: Better Income Than A Money Market Account And Less Volatile Than Stocks
The fund's strategy focuses on generating consistent income from CLO debt investments rated at a BBB and BB. The outlook for the fund remains positive, supported by strong market fundamentals and effective management strategies. The portfolio is highly diverse and NAV growth has been positive. Although there are risks related to CLOs, CLOZ focuses on higher rated debt investments.
Positive
Seeking Alpha
1 month ago
CLOZ: A Good Pick For Higher-Risk CLO Exposure
The Eldridge BBB-B CLO ETF offers liquid access to illiquid collateralised loan obligations, focusing on BBB-to-BBB rated tranches with variable-rate structures. The ETF maintains a significant 8% cash position, allowing strategic allocations and a capital buffer. Additionally, CLOZ is well-diversified across sectors and issuers, mitigating idiosyncratic risk. CLOZ seems more risky than its peer set. However, its returns can be compelling as a consequence.
Positive
Seeking Alpha
2 months ago
CLOZ: BBB-B CLOs Are Paying Me Handsomely
CLOs are currently my favorite debt vehicles due to high yields linked to elevated short-term rates. Eldridge BBB-B CLO ETF offers an 8.78% TTM yield, with low sensitivity to rate changes, making it a stable investment. CLOZ is heavy on lower-rated CLOs, giving it a very high yield, but quality holdings actively selected by management help mitigate some risks.
Neutral
Seeking Alpha
3 months ago
Undercovered ETFs: Parking Cash, CLOs, Bonds, Mexico +
The 'Undercovered' Dozen series highlights lesser-covered ETFs, offering insights from various authors on potential opportunities and trends in this space. The Janus Henderson AAA CLO ETF (JAAA) invests in AAA tranches of CLOs, providing lower risk through diversification and predictable outcomes, according to John Bowman. Stratos Capital Partners views the Vanguard Extended Duration Treasury ETF (EDV) as attractive for its high-yield and potential bond price appreciation as interest rates decline.
Positive
Seeking Alpha
3 months ago
Top Dividend ETFs For 2025
On Seeking Alpha, I focus on dividend ETFs targeted towards income investors and retirees. Of these, six currently stand out for their comparatively high yields, strong overall risk-return profile. ETFs vary in risk, from similar to cash, to leveraged high-yield bonds and loans.
Positive
Seeking Alpha
3 months ago
CLOZ: Strong Fundamentals With High Income
I am bullish on CLOZ due to its high returns, low risk, and low volatility. CLOZ invests in a diversified portfolio of CLOs, offering a mix of low-risk BBB tranches and higher-return BB tranches with low default rates. CLOZ's holdings are well-distributed across sectors, with a 30-Day SEC Yield of 9.42% and a management fee of 0.5%.
Positive
Seeking Alpha
3 months ago
CLOZ: Strong CLO ETF, 7-7.5% Forward Yield, Outstanding Performance Track-Record
CLOZ invests in BBB-BB CLOs. It significantly outperformed most of its peers during 2024, despite several rate cuts. It boasts an 8.8% yield, which should decline to around 7.3%, depending on the magnitude of any remaining cuts.
Positive
ETF Trends
4 months ago
CLO ETFs Among Top Opportunities for 2025, Advisors Say
CLO ETFs remain an attractive opportunity for investors in 2025. A recent poll during VettaFi's 2025 Market Outlook Symposium showed many advisors see CLOs as a compelling opportunity for next year.
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