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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.

Holders
87
Holders Change
+25
Holders Change %
+40.32%
% of All Funds
1.18%
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
Name Market Value Shares Shares
Change
Shares
Change %
BCA
51
Bay Colony Advisors
Massachusetts
$687K 25,851 +9,175 +55%
AIP
52
Almanack Investment Partners
Pennsylvania
$680K 25,596 -232,281 -90%
SIS
53
Sound Income Strategies
Florida
$609K 22,930 +22,930 New
NA
54
Nordwand Advisors
Pennsylvania
$600K 22,600
ECA
55
Elevated Capital Advisors
Utah
$528K 19,865 -5,772 -23%
NWM
56
Napa Wealth Management
California
$496K 18,666 -1,308 -7%
NL
57
NWAM LLC
Washington
$464K 17,461 +17,461 New
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$443K 16,672 +16,672 New
EFG
59
Ethos Financial Group
Pennsylvania
$437K 16,069
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$414K 15,596 -125,659 -89%
VA
61
VestGen Advisors
Illinois
$403K 15,178 +15,178 New
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$380K 14,317 -1,653 -10%
CAM
63
Cresset Asset Management
Illinois
$351K 13,199
HH
64
Hilltop Holdings
Texas
$329K 12,385 +12,385 New
HI
65
Harbour Investments
Wisconsin
$312K 11,757 +1,177 +11%
SFA
66
Sequoia Financial Advisors
Ohio
$311K 11,718 +220 +2%
AWA
67
Arete Wealth Advisors
Illinois
$295K 11,111 +3,049 +38%
PWA
68
Primoris Wealth Advisors
Florida
$274K 10,300 +10,300 New
HWM
69
Hohimer Wealth Management
Washington
$266K 10,000
FCM
70
Fortis Capital Management
Washington
$266K 10,000 +10,000 New
CB
71
Chris Bulman
California
$262K 9,856
MML Investors Services
72
MML Investors Services
Massachusetts
$259K 9,766 +9,766 New
IWS
73
Insight Wealth Strategies
California
$253K 9,517 +178 +2%
TWP
74
Triad Wealth Partners
Kansas
$214K 8,057 +8,057 New
NFSG
75
Newbridge Financial Services Group
Florida
$213K 8,034 +8,034 New