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Panagram BBB-B CLO ETF
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Overview Fund Activity

83 hedge funds and large institutions have $328M invested in Panagram BBB-B CLO ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 20 closing their positions.

Holders
83
Holders Change
-4
Holders Change %
-4.6%
% of All Funds
1.11%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
21
Increased
24
Reduced
24
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAP
1
Arax Advisory Partners
Colorado
$38.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$31.4M
3
Barclays
3
Barclays
United Kingdom
$8.52M
4
Jane Street
4
Jane Street
New York
$8.12M
5
TRCT
5
Tower Research Capital (TRC)
New York
$3.85M

Top Sellers

1
DF
1
Donoghue Forlines
Massachusetts
$0
2
Truist Financial
2
Truist Financial
North Carolina
$0
3
IA
3
Inspire Advisors
Idaho
$0
4
SFS
4
Sowell Financial Services
Arkansas
$4.01M
5
UBS Group
5
UBS Group
Switzerland
$296K
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
26
Cedar Wealth Management
California
$2.53M 94,596 +5,738 +6%
RW
27
Rockport Wealth
Ohio
$2.37M 88,686 +9,347 +12%
SIS
28
Sound Income Strategies
Florida
$2.37M 88,616 +65,686 +286%
KAS
29
Kestra Advisory Services
Texas
$1.77M 66,335 +66,335 New
WFA
30
WMG Financial Advisors
Tennessee
$1.73M 64,650 +23,000 +55%
Citadel Advisors
31
Citadel Advisors
Florida
$1.38M 51,614 -25,585 -33%
BAMF
32
BI Asset Management Fondsmaeglerselskab
Denmark
$1.28M 47,999 – –
DMKJ
33
David M. Knott Jr
$1.28M 47,807 – –
GIA
34
Gladstone Institutional Advisory
Florida
$1.23M 45,850 -2,684 -6%
VAM
35
Verity Asset Management
North Carolina
$1.19M 44,424 -23,555 -35%
AWM
36
AE Wealth Management
Kansas
$1.17M 43,796 -14,481 -25%
MOS
37
MGO One Seven
Ohio
$992K 37,101 -89 -0.2%
SIM
38
Seaview Investment Managers
Florida
$933K 34,882 +3,619 +12%
CF
39
Claris Financial
Virginia
$922K 34,463 +34,463 New
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$919K 34,372 – –
HH
41
Hilltop Holdings
Texas
$798K 29,850 +17,465 +141%
CWM
42
Copia Wealth Management
Oregon
$779K 29,141 -168 -0.6%
BWP
43
Baldwin Wealth Partners
Massachusetts
$770K 28,812 -2,119 -7%
EFG
44
Ethos Financial Group
Pennsylvania
$766K 28,653 +12,584 +78%
IPW
45
Impact Partnership Wealth
Georgia
$738K 27,582 +27,582 New
PWA
46
Primoris Wealth Advisors
Florida
$628K 23,500 +13,200 +128%
NA
47
Nordwand Advisors
Pennsylvania
$604K 22,600 – –
GAM
48
Griffin Asset Management
New York
$561K 20,996 +20,996 New
ECA
49
Elevated Capital Advisors
Utah
$528K 19,865 – –
DWG
50
Darden Wealth Group
Michigan
$496K 18,550 +18,550 New
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