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Panagram BBB-B CLO ETF

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
Holders
87
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
51
Bay Colony Advisors
Massachusetts
$687K
AIP
52
Almanack Investment Partners
Pennsylvania
$680K
SIS
53
Sound Income Strategies
Florida
$609K
NA
54
Nordwand Advisors
Pennsylvania
$600K
ECA
55
Elevated Capital Advisors
Utah
$528K
NWM
56
Napa Wealth Management
California
$496K
NL
57
NWAM LLC
Washington
$464K
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$443K
EFG
59
Ethos Financial Group
Pennsylvania
$437K
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$414K
VA
61
VestGen Advisors
Illinois
$403K
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$380K
CAM
63
Cresset Asset Management
Illinois
$351K
HH
64
Hilltop Holdings
Texas
$329K
HI
65
Harbour Investments
Wisconsin
$312K
SFA
66
Sequoia Financial Advisors
Ohio
$311K
AWA
67
Arete Wealth Advisors
Illinois
$295K
PWA
68
Primoris Wealth Advisors
Florida
$274K
HWM
69
Hohimer Wealth Management
Washington
$266K
FCM
70
Fortis Capital Management
Washington
$266K
CB
71
Chris Bulman
California
$262K
MML Investors Services
72
MML Investors Services
Massachusetts
$259K
IWS
73
Insight Wealth Strategies
California
$253K
TWP
74
Triad Wealth Partners
Kansas
$214K
NFSG
75
Newbridge Financial Services Group
Florida
$213K