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Panagram BBB-B CLO ETF
CLOZ

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.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 12

40% more funds holding

Funds holding: 62 → 87 (+25)

27% more capital invested

Capital invested by funds: $257M → $325M (+$68.8M)

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

6.86% less ownership

Funds ownership: 45.98% → 39.12% (-6.9%)

Holders
87
Holders Change
+25
Holders Change %
+40.32%
% of All Funds
1.17%
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

Rank Fund Capital Flow
1
SBLIC
Security Benefit Life Insurance Company
Kansas
+$25.4M
2
DF
Donoghue Forlines
Massachusetts
+$10M
3
SFS
Sowell Financial Services
Arkansas
+$7.96M
4
SIA
Schechter Investment Advisors
Michigan
+$7.58M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$7.42M

Top Sellers

Rank Fund Capital Flow
1
EF
Empowered Funds
Pennsylvania
-$11.3M
2
OPAM
Ocean Park Asset Management
California
-$8.04M
3
AIP
Almanack Investment Partners
Pennsylvania
-$6.27M
4
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$5.32M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$2.28M +$2.31M +85,626 New
RW
27
Rockport Wealth
Ohio
$2.11M +$2.14M +79,339 New
FTUS
28
Flow Traders U.S.
New York
$2.05M +$2.08M +77,234 New
Citadel Advisors
29
Citadel Advisors
Florida
$2.05M +$1.29M +47,743 +162%
VAM
30
Verity Asset Management
North Carolina
$1.81M +$1.83M +67,979 New
AWM
31
AE Wealth Management
Kansas
$1.55M +$114K +4,216 +8%
Barclays
32
Barclays
United Kingdom
$1.54M +$1.57M +58,051 New
GIA
33
Gladstone Institutional Advisory
Florida
$1.29M +$1.31M +48,534 New
BAMF
34
BI Asset Management Fondsmaeglerselskab
Denmark
$1.27M +$95.9K +3,557 +8%
DMKJ
35
David M. Knott Jr
$1.27M – – –
Osaic Holdings
36
Osaic Holdings
Arizona
$1.22M +$1.23M +45,484 +14,169%
OMC
37
Old Mission Capital
Illinois
$1.17M -$295K -10,951 -20%
WFA
38
WMG Financial Advisors
Tennessee
$1.11M +$1.12M +41,650 New
NW
39
Naviter Wealth
Arkansas
$1.09M +$1.11M +41,050 New
MOS
40
MGO One Seven
Ohio
$988K -$9.17K -340 -0.9%
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$913K – – –
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$872K +$885K +32,815 New
JP Morgan Chase
43
JP Morgan Chase
New York
$840K +$852K +31,600 New
SIM
44
Seaview Investment Managers
Florida
$831K +$843K +31,263 New
BWP
45
Baldwin Wealth Partners
Massachusetts
$822K -$286K -10,616 -26%
HighTower Advisors
46
HighTower Advisors
Illinois
$810K +$822K +30,479 New
CWM
47
Copia Wealth Management
Oregon
$779K +$791K +29,309 New
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$777K +$789K +29,259 New
HF
49
HRT Financial
New York
$703K +$714K +26,467 New
PAG
50
Private Advisor Group
New Jersey
$697K +$708K +26,241 New
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CLOZ Hedge Fund Activity: Q1 2025 in Review

87 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Panagram BBB-B CLO ETF (CLOZ) for Q1 2025, worth a combined $325M — up 27% from $257M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new CLOZ positions and 12 closed out — a net gain of 25 holders — while 19 added to existing stakes and 17 trimmed.

The largest buyer was Security Benefit Life Insurance Company, adding an estimated $25.4M. The largest seller was Empowered Funds, exiting entirely with an estimated $11.3M sold.

  • 87 institutional investors held Panagram BBB-B CLO ETF (CLOZ) as of Q1 2025, up from 62 in Q4 2024.
  • Funds reported $325M of Panagram BBB-B CLO ETF stock for Q1 2025, up 27% quarter-over-quarter.
  • 37 funds opened new Panagram BBB-B CLO ETF positions in Q1 2025 and 12 closed out, a net change of +25 holders.
  • The largest Panagram BBB-B CLO ETF buyer in Q1 2025 was Security Benefit Life Insurance Company, an estimated $25.4M added.
  • The largest Panagram BBB-B CLO ETF seller in Q1 2025 was Empowered Funds, an estimated $11.3M sold.

Based on aggregated 13F filings for Q1 2025.