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Panagram BBB-B CLO ETF
CLOZ

85 hedge funds and large institutions have $329M invested in Panagram BBB-B CLO ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.1% more ownership

Funds ownership: 39.12% → 42.22% (+3.1%)

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

1% more capital invested

Capital invested by funds: $325M → $329M (+$3.18M)

0% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 24

2% less funds holding

Funds holding: 87 → 85 (-2)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
85
Holders Change
-2
Holders Change %
-2.3%
% of All Funds
1.12%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
22
Increased
24
Reduced
24
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAP
Arax Advisory Partners
Colorado
+$37.6M
2
Goldman Sachs
Goldman Sachs
New York
+$25.5M
3
Barclays
Barclays
United Kingdom
+$6.89M
4
Jane Street
Jane Street
New York
+$5.77M
5
TRCT
Tower Research Capital (TRC)
New York
+$3.79M

Top Sellers

Rank Fund Capital Flow
1
DF
Donoghue Forlines
Massachusetts
-$9.88M
2
Truist Financial
Truist Financial
North Carolina
-$6.73M
3
IA
Inspire Advisors
Idaho
-$3.96M
4
SFS
Sowell Financial Services
Arkansas
-$3.83M
5
UBS Group
UBS Group
Switzerland
-$3.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
26
Cedar Wealth Management
California
$2.53M +$152K +5,738 +6%
RW
27
Rockport Wealth
Ohio
$2.37M +$247K +9,347 +12%
SIS
28
Sound Income Strategies
Florida
$2.37M +$1.74M +65,686 +286%
KAS
29
Kestra Advisory Services
Texas
$1.77M +$1.75M +66,335 New
WFA
30
WMG Financial Advisors
Tennessee
$1.73M +$608K +23,000 +55%
Citadel Advisors
31
Citadel Advisors
Florida
$1.38M -$677K -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 -$71K -2,684 -6%
VAM
35
Verity Asset Management
North Carolina
$1.19M -$623K -23,555 -35%
AWM
36
AE Wealth Management
Kansas
$1.17M -$383K -14,481 -25%
MOS
37
MGO One Seven
Ohio
$992K -$2.35K -89 -0.2%
SIM
38
Seaview Investment Managers
Florida
$933K +$95.7K +3,619 +12%
CF
39
Claris Financial
Virginia
$922K +$911K +34,463 New
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$919K – – –
HH
41
Hilltop Holdings
Texas
$798K +$462K +17,465 +141%
CWM
42
Copia Wealth Management
Oregon
$779K -$4.44K -168 -0.6%
BWP
43
Baldwin Wealth Partners
Massachusetts
$770K -$56K -2,119 -7%
EFG
44
Ethos Financial Group
Pennsylvania
$766K +$333K +12,584 +78%
IPW
45
Impact Partnership Wealth
Georgia
$738K +$729K +27,582 New
PWA
46
Primoris Wealth Advisors
Florida
$628K +$349K +13,200 +128%
NA
47
Nordwand Advisors
Pennsylvania
$604K – – –
Osaic Holdings
48
Osaic Holdings
Arizona
$601K -$617K -23,334 -51%
GAM
49
Griffin Asset Management
New York
$561K +$555K +20,996 New
ECA
50
Elevated Capital Advisors
Utah
$528K – – –
1
2
3 4 5

CLOZ Hedge Fund Activity: Q2 2025 in Review

85 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Panagram BBB-B CLO ETF (CLOZ) for Q2 2025, worth a combined $329M — up 0.98% from $325M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new CLOZ positions and 21 closed out — a net gain of 1 holder — while 24 added to existing stakes and 24 trimmed.

The largest buyer was Arax Advisory Partners, opening a new position worth an estimated $37.6M. The largest seller was Donoghue Forlines, exiting entirely with an estimated $9.88M sold.

  • 85 institutional investors held Panagram BBB-B CLO ETF (CLOZ) as of Q2 2025, down from 87 in Q1 2025.
  • Funds reported $329M of Panagram BBB-B CLO ETF stock for Q2 2025, up 0.98% quarter-over-quarter.
  • 22 funds opened new Panagram BBB-B CLO ETF positions in Q2 2025 and 21 closed out, a net change of +1 holder.
  • The largest Panagram BBB-B CLO ETF buyer in Q2 2025 was Arax Advisory Partners, an estimated $37.6M added.
  • The largest Panagram BBB-B CLO ETF seller in Q2 2025 was Donoghue Forlines, an estimated $9.88M sold.

Based on aggregated 13F filings for Q2 2025.