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Panagram BBB-B CLO ETF
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Overview Fund Activity

87 hedge funds and large institutions have $325M invested in Panagram BBB-B CLO ETF in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 12 closing their positions.

Holders
87
Holders Change
+25
Holders Change %
+40.32%
% of All Funds
1.18%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
37
Increased
19
Reduced
17
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SBLIC
1
Security Benefit Life Insurance Company
Kansas
$43.2M
2
DF
2
Donoghue Forlines
Massachusetts
$9.88M
3
SFS
3
Sowell Financial Services
Arkansas
$7.84M
4
SIA
4
Schechter Investment Advisors
Michigan
$43.1M
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$28.7M

Top Sellers

1
EF
1
Empowered Funds
Pennsylvania
$0
2
OPAM
2
Ocean Park Asset Management
California
$0
3
AIP
3
Almanack Investment Partners
Pennsylvania
$680K
4
KOMWMG
4
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$414K
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$2.28M 85,626 +85,626 New
RW
27
Rockport Wealth
Ohio
$2.11M 79,339 +79,339 New
FTUS
28
Flow Traders U.S.
New York
$2.05M 77,234 +77,234 New
Citadel Advisors
29
Citadel Advisors
Florida
$2.05M 77,199 +47,743 +162%
VAM
30
Verity Asset Management
North Carolina
$1.81M 67,979 +67,979 New
AWM
31
AE Wealth Management
Kansas
$1.55M 58,277 +4,216 +8%
Barclays
32
Barclays
United Kingdom
$1.54M 58,051 +58,051 New
GIA
33
Gladstone Institutional Advisory
Florida
$1.29M 48,534 +48,534 New
BAMF
34
BI Asset Management Fondsmaeglerselskab
Denmark
$1.28M 47,999 +3,557 +8%
DMKJ
35
David M. Knott Jr
$1.27M 47,807 – –
Osaic Holdings
36
Osaic Holdings
Arizona
$1.22M 45,805 +45,484 +14,169%
OMC
37
Old Mission Capital
Illinois
$1.17M 44,192 -10,951 -20%
WFA
38
WMG Financial Advisors
Tennessee
$1.11M 41,650 +41,650 New
NW
39
Naviter Wealth
Arkansas
$1.09M 41,050 +41,050 New
MOS
40
MGO One Seven
Ohio
$988K 37,190 -340 -0.9%
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$913K 34,372 – –
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$872K 32,815 +32,815 New
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$840K 31,600 +31,600 New
SIM
44
Seaview Investment Managers
Florida
$831K 31,263 +31,263 New
BWP
45
Baldwin Wealth Partners
Massachusetts
$822K 30,931 -10,616 -26%
HighTower Advisors
46
HighTower Advisors
Illinois
$810K 30,479 +30,479 New
CWM
47
Copia Wealth Management
Oregon
$779K 29,309 +29,309 New
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$777K 29,259 +29,259 New
HF
49
HRT Financial
New York
$703K 26,467 +26,467 New
PAG
50
Private Advisor Group
New Jersey
$697K 26,241 +26,241 New
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