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Panagram BBB-B CLO ETF

108 hedge funds and large institutions have $398M invested in Panagram BBB-B CLO ETF in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 38 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

12% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 34

11% more funds holding

Funds holding: 97108 (+11)

8.31% more ownership

Funds ownership: 44.32%52.64% (+8.3%)

3% more capital invested

Capital invested by funds: $385M → $398M (+$13M)

Holders
108
Holders Change
+11
Holders Change %
+11.34%
% of All Funds
1.31%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
23
Increased
38
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
CWC Advisors
Oregon
$3.74M +$243K +9,142 +7%
WFA
27
WMG Financial Advisors
Tennessee
$3.71M +$1.42M +53,478 +62%
VFA
28
Valeo Financial Advisors
Indiana
$3.28M
RW
29
Rockport Wealth
Ohio
$3.02M +$514K +19,326 +20%
CWM
30
Copia Wealth Management
Oregon
$2.95M +$1.05M +39,378 +55%
MWM
31
Maridea Wealth Management
New York
$2.9M +$679K +25,524 +30%
HighTower Advisors
32
HighTower Advisors
Illinois
$2.83M -$588K -22,131 -17%
Citadel Advisors
33
Citadel Advisors
Florida
$2.73M +$850K +31,947 +45%
CWM
34
Cedar Wealth Management
California
$2.56M -$98.3K -3,696 -4%
Bank of America
35
Bank of America
North Carolina
$2.56M +$2.57M +96,741 New
EFG
36
Ethos Financial Group
Pennsylvania
$2.07M +$1.2M +45,084 +138%
BCM
37
Basso Capital Management
Connecticut
$1.9M +$421K +15,849 +28%
HH
38
Hilltop Holdings
Texas
$1.87M +$766K +28,800 +69%
AIP
39
Almanack Investment Partners
Pennsylvania
$1.84M -$1.95M -73,501 -51%
IPW
40
Impact Partnership Wealth
Georgia
$1.75M +$152K +5,710 +9%
DWG
41
Darden Wealth Group
Michigan
$1.67M +$257K +9,668 +18%
PWA
42
Primoris Wealth Advisors
Florida
$1.36M
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$1.27M +$1.28M +47,966 New
DMKJ
44
David M. Knott Jr
$1.27M
IA
45
Inspire Advisors
Idaho
$1.24M +$497K +18,702 +67%
BIG
46
Brooklyn Investment Group
New York
$1.22M +$1.23M +46,138 New
Renaissance Technologies
47
Renaissance Technologies
New York
$1.17M -$3.49M -131,076 -75%
PAG
48
Private Advisor Group
New Jersey
$1.17M +$550K +20,678 +88%
LOWM
49
Laurel Oak Wealth Management
New Jersey
$1.14M +$1.14M +42,998 New
BF
50
Brucke Financial
Indiana
$1.04M +$1.04M +39,177 New