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Panagram BBB-B CLO ETF

106 hedge funds and large institutions have $378M invested in Panagram BBB-B CLO ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
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
AWM
51
AE Wealth Management
Kansas
$976K
GIA
52
Gladstone Institutional Advisory
Florida
$957K
EFS
53
Essex Financial Services
Connecticut
$873K
CF
54
Claris Financial
Virginia
$866K
MOS
55
MGO One Seven
Ohio
$799K
UBS Group
56
UBS Group
Switzerland
$735K
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$725K
WAM
58
Worth Asset Management
Texas
$710K
BWP
59
Baldwin Wealth Partners
Massachusetts
$678K
GAM
60
Griffin Asset Management
New York
$677K
Osaic Holdings
61
Osaic Holdings
Arizona
$644K
NA
62
Nordwand Advisors
Pennsylvania
$598K
SIM
63
Seaview Investment Managers
Florida
$595K
BRWA
64
B. Riley Wealth Advisors
Florida
$556K
NWA
65
Navis Wealth Advisors
New York
$510K
AFP
66
Ausdal Financial Partners
Iowa
$509K
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$481K
BAMF
68
BI Asset Management Fondsmaeglerselskab
Denmark
$480K
ECA
69
Elevated Capital Advisors
Utah
$459K
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$448K
FGA
71
Fortis Group Advisors
New Jersey
$443K
PTC
72
Private Trust Company
Ohio
$425K
IWC
73
Integrated Wealth Concepts
Massachusetts
$422K
AIM
74
Advyzon Investment Management
Illinois
$409K
TA
75
Tactive Advisors
Florida
$369K