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
Holders
108
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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
FFA
51
Farther Finance Advisors
California
$1M
AWM
52
AE Wealth Management
Kansas
$976K
GIA
53
Gladstone Institutional Advisory
Florida
$957K
EFS
54
Essex Financial Services
Connecticut
$873K
CF
55
Claris Financial
Virginia
$866K
MOS
56
MGO One Seven
Ohio
$799K
UBS Group
57
UBS Group
Switzerland
$735K
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$725K
WAM
59
Worth Asset Management
Texas
$710K
BWP
60
Baldwin Wealth Partners
Massachusetts
$678K
GAM
61
Griffin Asset Management
New York
$677K
Osaic Holdings
62
Osaic Holdings
Arizona
$644K
NA
63
Nordwand Advisors
Pennsylvania
$598K
SIM
64
Seaview Investment Managers
Florida
$595K
BRWA
65
B. Riley Wealth Advisors
Florida
$556K
NWA
66
Navis Wealth Advisors
New York
$510K
AFP
67
Ausdal Financial Partners
Iowa
$509K
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$481K
BAMF
69
BI Asset Management Fondsmaeglerselskab
Denmark
$480K
ECA
70
Elevated Capital Advisors
Utah
$459K
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$448K
FGA
72
Fortis Group Advisors
New Jersey
$443K
PTC
73
Private Trust Company
Ohio
$425K
IWC
74
Integrated Wealth Concepts
Massachusetts
$422K
AIM
75
Advyzon Investment Management
Illinois
$409K