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Panagram BBB-B CLO ETF
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Overview Fund Activity

83 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 20 closing their positions.

Holders
83
Holders Change
-4
Holders Change %
-4.6%
% of All Funds
1.11%
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
20
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 Market Value Shares Shares
Change 		Shares
Change %
NFSG
51
Newbridge Financial Services Group
Florida
$488K 18,246 +10,212 +127%
NWM
52
Napa Wealth Management
California
$473K 17,686 -980 -5%
WANY
53
Wealthspire Advisors (New York)
New York
$346K 12,922 +12,922 New
Koshinski Asset Management
54
Koshinski Asset Management
Illinois
$342K 12,802 +12,802 New
TA
55
Tactive Advisors
Florida
$330K 12,352 +12,352 New
SFA
56
Sequoia Financial Advisors
Ohio
$320K 11,964 +246 +2%
HI
57
Harbour Investments
Wisconsin
$314K 11,757 – –
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$304K 11,351 -17,908 -61%
UBS Group
59
UBS Group
Switzerland
$296K 11,063 -142,060 -93%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$289K 10,825 -21,990 -67%
HWM
61
Hohimer Wealth Management
Washington
$267K 10,000 – –
VA
62
VestGen Advisors
Illinois
$265K 9,903 -5,275 -35%
IWS
63
Insight Wealth Strategies
California
$260K 9,718 +201 +2%
Vontobel Holding
64
Vontobel Holding
Switzerland
$214K 8,000 – –
TWP
65
Triad Wealth Partners
Kansas
$203K 7,584 -473 -6%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$152K 5,699 -9,897 -63%
MCM
67
Manchester Capital Management
Vermont
$107K 4,000 – –
PA
68
Parallel Advisors
California
$96.3K 3,600 -400 -10%
BCM
69
Basso Capital Management
Connecticut
$93.6K 3,500 +3,500 New
AF
70
Allworth Financial
California
$45.5K 1,700 +1,700 New
RFA
71
Reyes Financial Architecture
California
$44.2K 1,653 +1,653 New
Morgan Stanley
72
Morgan Stanley
New York
$34.1K 1,275 -245 -16%
PS
73
Principal Securities
Iowa
$19.7K 737 +737 New
SPIA
74
Steward Partners Investment Advisory
New York
$13.4K 500 +500 New
Osaic Holdings
75
Osaic Holdings
Arizona
$8.68K 321 -45,484 -99%
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3
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