We are live on ! Find out more
CLOZ icon

Panagram BBB-B CLO ETF
CLOZ

87 hedge funds and large institutions have $325M invested in Panagram BBB-B CLO ETF in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 12

40% more funds holding

Funds holding: 62 → 87 (+25)

27% more capital invested

Capital invested by funds: $257M → $325M (+$68.8M)

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

6.86% less ownership

Funds ownership: 45.98% → 39.12% (-6.9%)

Holders
87
Holders Change
+25
Holders Change %
+40.32%
% of All Funds
1.17%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
37
Increased
19
Reduced
17
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SBLIC
Security Benefit Life Insurance Company
Kansas
+$25.4M
2
DF
Donoghue Forlines
Massachusetts
+$10M
3
SFS
Sowell Financial Services
Arkansas
+$7.96M
4
SIA
Schechter Investment Advisors
Michigan
+$7.58M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$7.42M

Top Sellers

Rank Fund Capital Flow
1
EF
Empowered Funds
Pennsylvania
-$11.3M
2
OPAM
Ocean Park Asset Management
California
-$8.04M
3
AIP
Almanack Investment Partners
Pennsylvania
-$6.27M
4
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$5.32M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
51
Bay Colony Advisors
Massachusetts
$687K +$247K +9,175 +55%
AIP
52
Almanack Investment Partners
Pennsylvania
$680K -$6.27M -232,281 -90%
SIS
53
Sound Income Strategies
Florida
$609K +$619K +22,930 New
NA
54
Nordwand Advisors
Pennsylvania
$600K – – –
ECA
55
Elevated Capital Advisors
Utah
$528K -$156K -5,772 -23%
NWM
56
Napa Wealth Management
California
$496K -$35.3K -1,308 -7%
NL
57
NWAM LLC
Washington
$464K +$471K +17,461 New
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$443K +$450K +16,672 New
EFG
59
Ethos Financial Group
Pennsylvania
$437K – – –
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$414K -$3.39M -125,659 -89%
VA
61
VestGen Advisors
Illinois
$403K +$409K +15,178 New
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$380K -$44.6K -1,653 -10%
CAM
63
Cresset Asset Management
Illinois
$351K – – –
HH
64
Hilltop Holdings
Texas
$329K +$334K +12,385 New
HI
65
Harbour Investments
Wisconsin
$312K +$31.7K +1,177 +11%
SFA
66
Sequoia Financial Advisors
Ohio
$311K +$5.93K +220 +2%
AWA
67
Arete Wealth Advisors
Illinois
$295K +$82.2K +3,049 +38%
PWA
68
Primoris Wealth Advisors
Florida
$274K +$278K +10,300 New
HWM
69
Hohimer Wealth Management
Washington
$266K – – –
FCM
70
Fortis Capital Management
Washington
$266K +$270K +10,000 New
CB
71
Chris Bulman
California
$262K – – –
MML Investors Services
72
MML Investors Services
Massachusetts
$259K +$263K +9,766 New
IWS
73
Insight Wealth Strategies
California
$253K +$4.8K +178 +2%
TWP
74
Triad Wealth Partners
Kansas
$214K +$217K +8,057 New
NFSG
75
Newbridge Financial Services Group
Florida
$213K +$217K +8,034 New
1 2
3
4

CLOZ Hedge Fund Activity: Q1 2025 in Review

87 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Panagram BBB-B CLO ETF (CLOZ) for Q1 2025, worth a combined $325M — up 27% from $257M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new CLOZ positions and 12 closed out — a net gain of 25 holders — while 19 added to existing stakes and 17 trimmed.

The largest buyer was Security Benefit Life Insurance Company, adding an estimated $25.4M. The largest seller was Empowered Funds, exiting entirely with an estimated $11.3M sold.

  • 87 institutional investors held Panagram BBB-B CLO ETF (CLOZ) as of Q1 2025, up from 62 in Q4 2024.
  • Funds reported $325M of Panagram BBB-B CLO ETF stock for Q1 2025, up 27% quarter-over-quarter.
  • 37 funds opened new Panagram BBB-B CLO ETF positions in Q1 2025 and 12 closed out, a net change of +25 holders.
  • The largest Panagram BBB-B CLO ETF buyer in Q1 2025 was Security Benefit Life Insurance Company, an estimated $25.4M added.
  • The largest Panagram BBB-B CLO ETF seller in Q1 2025 was Empowered Funds, an estimated $11.3M sold.

Based on aggregated 13F filings for Q1 2025.