CLOZ icon

Panagram BBB-B CLO ETF
CLOZ

Overview Fund Activity

83 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 20 closing their positions.

Holders
83
Holders Change
-4
Holders Change %
-4.6%
% of All Funds
1.11%
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
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAP
1
Arax Advisory Partners
Colorado
$38.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$31.4M
3
Barclays
3
Barclays
United Kingdom
$8.52M
4
Jane Street
4
Jane Street
New York
$8.12M
5
TRCT
5
Tower Research Capital (TRC)
New York
$3.85M

Top Sellers

1
DF
1
Donoghue Forlines
Massachusetts
$0
2
Truist Financial
2
Truist Financial
North Carolina
$0
3
IA
3
Inspire Advisors
Idaho
$0
4
SFS
4
Sowell Financial Services
Arkansas
$4.01M
5
UBS Group
5
UBS Group
Switzerland
$296K
Name Market Value Shares Shares
Change 		Shares
Change %
PA
76
Pineridge Advisors
Missouri
$8.03K 300 +2 +0.7%
AssetMark Inc
77
AssetMark Inc
California
$8.02K 300 -421 -58%
MYIA
78
Mount Yale Investment Advisors
Colorado
$5.51K 206 +206 New
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$5K 197 +197 New
NMG
80
New Millennium Group
Utah
$936 35 – –
SAS
81
Spurstone Advisory Services
Connecticut
$374 14 – –
Bank of America
82
Bank of America
North Carolina
$241 9 +9 New
MAWAG
83
Mid-American Wealth Advisory Group
Missouri
$214 8 +8 New
DF
84
Donoghue Forlines
Massachusetts
– – -371,741 Closed
Truist Financial
85
Truist Financial
North Carolina
– – -253,261 Closed
IA
86
Inspire Advisors
Idaho
– – -149,203 Closed
PWM
87
Perigon Wealth Management
California
– – -122,915 Closed
GS
88
GTS Securities
New York
– – -117,693 Closed
FGA
89
Fortis Group Advisors
New Jersey
– – -109,777 Closed
FTUS
90
Flow Traders U.S.
New York
– – -77,234 Closed
NW
91
Naviter Wealth
Arkansas
– – -41,050 Closed
JPMorgan Chase & Co
92
JPMorgan Chase & Co
New York
– – -31,600 Closed
HF
93
HRT Financial
New York
– – -26,467 Closed
PAG
94
Private Advisor Group
New Jersey
– – -26,241 Closed
BCA
95
Bay Colony Advisors
Massachusetts
– – -25,851 Closed
NL
96
NWAM LLC
Washington
– – -17,461 Closed
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
– – -14,317 Closed
CAM
98
Cresset Asset Management
Illinois
– – -13,199 Closed
AWA
99
Arete Wealth Advisors
Illinois
– – -11,111 Closed
FCM
100
Fortis Capital Management
Washington
– – -10,000 Closed
1 2 3
4
5