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Panagram BBB-B CLO ETF
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Overview Fund Activity

84 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 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
-3
Holders Change %
-3.45%
% of All Funds
1.13%
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
21
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 Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
Cedar Wealth Management
California
$2.53M +$153K +5,738 +6%
RW
27
Rockport Wealth
Ohio
$2.37M +$250K +9,347 +12%
SIS
28
Sound Income Strategies
Florida
$2.37M +$1.76M +65,686 +286%
KAS
29
Kestra Advisory Services
Texas
$1.77M +$1.77M +66,335 New
WFA
30
WMG Financial Advisors
Tennessee
$1.73M +$615K +23,000 +55%
Citadel Advisors
31
Citadel Advisors
Florida
$1.38M -$684K -25,585 -33%
BAMF
32
BI Asset Management Fondsmaeglerselskab
Denmark
$1.28M – – –
DMKJ
33
David M. Knott Jr
$1.28M – – –
GIA
34
Gladstone Institutional Advisory
Florida
$1.23M -$71.8K -2,684 -6%
VAM
35
Verity Asset Management
North Carolina
$1.19M -$630K -23,555 -35%
AWM
36
AE Wealth Management
Kansas
$1.17M -$387K -14,481 -25%
MOS
37
MGO One Seven
Ohio
$992K -$2.38K -89 -0.2%
SIM
38
Seaview Investment Managers
Florida
$933K +$96.8K +3,619 +12%
CF
39
Claris Financial
Virginia
$922K +$922K +34,463 New
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$919K – – –
HH
41
Hilltop Holdings
Texas
$798K +$467K +17,465 +141%
CWM
42
Copia Wealth Management
Oregon
$779K -$4.49K -168 -0.6%
BWP
43
Baldwin Wealth Partners
Massachusetts
$770K -$56.7K -2,119 -7%
EFG
44
Ethos Financial Group
Pennsylvania
$766K +$336K +12,584 +78%
IPW
45
Impact Partnership Wealth
Georgia
$738K +$738K +27,582 New
PWA
46
Primoris Wealth Advisors
Florida
$628K +$353K +13,200 +128%
NA
47
Nordwand Advisors
Pennsylvania
$604K – – –
GAM
48
Griffin Asset Management
New York
$561K +$561K +20,996 New
ECA
49
Elevated Capital Advisors
Utah
$528K – – –
DWG
50
Darden Wealth Group
Michigan
$496K +$496K +18,550 New
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