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Panagram BBB-B CLO ETF
CLOZ

97 hedge funds and large institutions have $385M invested in Panagram BBB-B CLO ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 17

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

17% more capital invested

Capital invested by funds: $329M → $385M (+$56.1M)

14% more funds holding

Funds holding: 85 → 97 (+12)

2.11% more ownership

Funds ownership: 42.22% → 44.32% (+2.1%)

Holders
97
Holders Change
+12
Holders Change %
+14.12%
% of All Funds
1.27%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
23
Increased
43
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAP
Arax Advisory Partners
Colorado
+$16.1M
2
OPAM
Ocean Park Asset Management
California
+$10.8M
3
BCWM
Ball & Co Wealth Management
Tennessee
+$10M
4
Goldman Sachs
Goldman Sachs
New York
+$6.84M
5
CCP
Carmel Capital Partners
California
+$5.67M

Top Sellers

Rank Fund Capital Flow
1
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$18.8M
2
Barclays
Barclays
United Kingdom
-$8.52M
3
Jane Street
Jane Street
New York
-$6.47M
4
GI
Gradient Investments
Minnesota
-$5.74M
5
OMC
Old Mission Capital
Illinois
-$3.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
51
Virtue Capital Management
Tennessee
$884K +$167K +6,222 New
EFG
52
Ethos Financial Group
Pennsylvania
$874K +$105K +3,919 +14%
GAM
53
Griffin Asset Management
New York
$843K +$280K +10,447 +50%
MOS
54
MGO One Seven
Ohio
$838K -$157K -5,871 -16%
IA
55
Inspire Advisors
Idaho
$753K +$752K +28,058 New
NFSG
56
Newbridge Financial Services Group
Florida
$746K +$257K +9,570 +52%
BWP
57
Baldwin Wealth Partners
Massachusetts
$739K -$34.1K -1,271 -4%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$733K +$732K +27,323 New
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$649K +$495K +18,484 +324%
PAG
60
Private Advisor Group
New Jersey
$631K +$631K +23,525 New
BRWA
61
B. Riley Wealth Advisors
Florida
$615K +$615K +22,945 New
Osaic Holdings
62
Osaic Holdings
Arizona
$613K +$11.5K +429 +2%
NA
63
Nordwand Advisors
Pennsylvania
$606K – – –
EFS
64
Essex Financial Services
Connecticut
$603K +$603K +22,490 New
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$570K +$266K +9,914 +87%
NWM
66
Napa Wealth Management
California
$485K +$10.7K +399 +2%
ECA
67
Elevated Capital Advisors
Utah
$472K -$61.2K -2,284 -11%
TA
68
Tactive Advisors
Florida
$428K +$96.6K +3,604 +29%
Koshinski Asset Management
69
Koshinski Asset Management
Illinois
$411K +$67.3K +2,509 +20%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$381K +$90.7K +3,384 +31%
WANY
71
Wealthspire Advisors (New York)
New York
$347K – – –
HI
72
Harbour Investments
Wisconsin
$331K +$15.9K +592 +5%
SFA
73
Sequoia Financial Advisors
Ohio
$327K +$6.08K +227 +2%
AFP
74
Ausdal Financial Partners
Iowa
$311K +$311K +11,591 New
UBS Group
75
UBS Group
Switzerland
$301K +$4.61K +172 +2%
1 2
3
4 5

CLOZ Hedge Fund Activity: Q3 2025 in Review

97 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Panagram BBB-B CLO ETF (CLOZ) for Q3 2025, worth a combined $385M — up 17% from $329M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new CLOZ positions and 10 closed out — a net gain of 13 holders — while 43 added to existing stakes and 17 trimmed.

The largest buyer was Arax Advisory Partners, adding an estimated $16.1M. The largest seller was State of New Jersey Common Pension Fund D, cutting an estimated $18.8M.

  • 97 institutional investors held Panagram BBB-B CLO ETF (CLOZ) as of Q3 2025, up from 85 in Q2 2025.
  • Funds reported $385M of Panagram BBB-B CLO ETF stock for Q3 2025, up 17% quarter-over-quarter.
  • 23 funds opened new Panagram BBB-B CLO ETF positions in Q3 2025 and 10 closed out, a net change of +13 holders.
  • The largest Panagram BBB-B CLO ETF buyer in Q3 2025 was Arax Advisory Partners, an estimated $16.1M added.
  • The largest Panagram BBB-B CLO ETF seller in Q3 2025 was State of New Jersey Common Pension Fund D, an estimated $18.8M sold.

Based on aggregated 13F filings for Q3 2025.