Panagram BBB-B CLO ETF
CLOZ
88 hedge funds and large institutions have $307M invested in Panagram BBB-B CLO ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 35 reducing their positions, and 30 closing their positions.
0.84% less ownership
Funds ownership: 52.64% → 51.8% (-0.84%)
19% less funds holding
Funds holding: 108 → 88 (-20)
23% less capital invested
Capital invested by funds: $398M → $307M (-$90.7M)
26% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 35
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
57% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$42.5M |
| 2 |
Barclays
London,
United Kingdom
|
+$4.98M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.83M |
| 4 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$1.66M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$16M |
| 2 |
LPL Financial
San Diego,
California
|
-$13.9M |
| 3 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
-$13M |
| 4 |
Jane Street
New York
|
-$13M |
| 5 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
-$9.65M |
CLOZ Hedge Fund Activity: Q1 2026 in Review
88 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Panagram BBB-B CLO ETF (CLOZ) for Q1 2026, worth a combined $307M — down 23% from $398M a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of CLOZ and 13 opened new positions — a net loss of 17 holders — while 35 trimmed existing stakes and 26 added.
The largest buyer was Morgan Stanley, adding an estimated $42.5M. The largest seller was Goldman Sachs, exiting entirely with an estimated $16M sold.
- 88 institutional investors held Panagram BBB-B CLO ETF (CLOZ) as of Q1 2026, down from 108 in Q4 2025.
- Funds reported $307M of Panagram BBB-B CLO ETF stock for Q1 2026, down 23% quarter-over-quarter.
- 13 funds opened new Panagram BBB-B CLO ETF positions in Q1 2026 and 30 closed out, a net change of -17 holders.
- The largest Panagram BBB-B CLO ETF buyer in Q1 2026 was Morgan Stanley, an estimated $42.5M added.
- The largest Panagram BBB-B CLO ETF seller in Q1 2026 was Goldman Sachs, an estimated $16M sold.
Based on aggregated 13F filings for Q1 2026.