We are live on ! Find out more
CLOZ icon

Panagram BBB-B CLO ETF

108 hedge funds and large institutions have $398M invested in Panagram BBB-B CLO ETF in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 38 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

12% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 34

11% more funds holding

Funds holding: 97108 (+11)

8.31% more ownership

Funds ownership: 44.32%52.64% (+8.3%)

3% more capital invested

Capital invested by funds: $385M → $398M (+$13M)

Holders
108
Holders Change
+11
Holders Change %
+11.34%
% of All Funds
1.31%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
23
Increased
38
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
51
Farther Finance Advisors
California
$1M +$735K +27,641 +271%
AWM
52
AE Wealth Management
Kansas
$976K -$135K -5,086 -12%
GIA
53
Gladstone Institutional Advisory
Florida
$957K -$182K -6,838 -16%
EFS
54
Essex Financial Services
Connecticut
$873K +$278K +10,472 +47%
CF
55
Claris Financial
Virginia
$866K -$438K -16,477 -34%
MOS
56
MGO One Seven
Ohio
$799K -$28.2K -1,062 -3%
UBS Group
57
UBS Group
Switzerland
$735K +$440K +16,528 +147%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$725K +$163K +6,129 +29%
WAM
59
Worth Asset Management
Texas
$710K +$483K +18,146 +209%
BWP
60
Baldwin Wealth Partners
Massachusetts
$678K -$51.7K -1,943 -7%
GAM
61
Griffin Asset Management
New York
$677K -$157K -5,889 -19%
Osaic Holdings
62
Osaic Holdings
Arizona
$644K +$38.1K +1,431 +6%
NA
63
Nordwand Advisors
Pennsylvania
$598K
SIM
64
Seaview Investment Managers
Florida
$595K -$291K -10,930 -33%
BRWA
65
B. Riley Wealth Advisors
Florida
$556K -$51.8K -1,948 -8%
NWA
66
Navis Wealth Advisors
New York
$510K +$512K +19,259 New
AFP
67
Ausdal Financial Partners
Iowa
$509K +$203K +7,629 +66%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$481K -$243K -9,146 -33%
BAMF
69
BI Asset Management Fondsmaeglerselskab
Denmark
$480K -$794K -29,859 -62%
ECA
70
Elevated Capital Advisors
Utah
$459K -$6.33K -238 -1%
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$448K +$72.2K +2,716 +19%
FGA
72
Fortis Group Advisors
New Jersey
$443K +$440K +16,536 New
PTC
73
Private Trust Company
Ohio
$425K +$427K +16,051 New
IWC
74
Integrated Wealth Concepts
Massachusetts
$422K +$424K +15,951 New
AIM
75
Advyzon Investment Management
Illinois
$409K +$411K +15,438 New