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Panagram BBB-B CLO ETF

84 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 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
-3
Holders Change %
-3.45%
% of All Funds
1.13%
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
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NFSG
51
Newbridge Financial Services Group
Florida
$488K +$273K +10,212 +127%
NWM
52
Napa Wealth Management
California
$473K -$26.2K -980 -5%
WANY
53
Wealthspire Advisors (New York)
New York
$346K +$346K +12,922 New
Koshinski Asset Management
54
Koshinski Asset Management
Illinois
$342K +$342K +12,802 New
TA
55
Tactive Advisors
Florida
$330K +$330K +12,352 New
SFA
56
Sequoia Financial Advisors
Ohio
$320K +$6.58K +246 +2%
HI
57
Harbour Investments
Wisconsin
$314K
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$304K -$480K -17,908 -61%
UBS Group
59
UBS Group
Switzerland
$296K -$3.8M -142,060 -93%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$289K -$587K -21,990 -67%
HWM
61
Hohimer Wealth Management
Washington
$267K
VA
62
VestGen Advisors
Illinois
$265K -$141K -5,275 -35%
IWS
63
Insight Wealth Strategies
California
$260K +$5.38K +201 +2%
Vontobel Holding
64
Vontobel Holding
Switzerland
$214K
TWP
65
Triad Wealth Partners
Kansas
$203K -$12.6K -473 -6%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$152K -$264K -9,897 -63%
MCM
67
Manchester Capital Management
Vermont
$107K
CIBC Private Wealth Group
68
CIBC Private Wealth Group
Georgia
$99.5K
PA
69
Parallel Advisors
California
$96.3K -$10.7K -400 -10%
BCM
70
Basso Capital Management
Connecticut
$93.6K +$93.6K +3,500 New
AF
71
Allworth Financial
California
$45.5K +$45.5K +1,700 New
RFA
72
Reyes Financial Architecture
California
$44.2K +$44.2K +1,653 New
Morgan Stanley
73
Morgan Stanley
New York
$34.1K -$6.56K -245 -16%
PS
74
Principal Securities
Iowa
$19.7K +$19.7K +737 New
SPIA
75
Steward Partners Investment Advisory
New York
$13.4K +$13.4K +500 New