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Panagram BBB-B CLO ETF

87 hedge funds and large institutions have $325M invested in Panagram BBB-B CLO ETF in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 12 closing their positions.

Holders
87
Holders Change
+25
Holders Change %
+40.32%
% of All Funds
1.18%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
37
Increased
19
Reduced
17
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Vontobel Holding
76
Vontobel Holding
Switzerland
$213K 8,000
LC
77
Lindbrook Capital
California
$146K 5,500 -5,000 -48%
MFS
78
Mattson Financial Services
Michigan
$137K 5,142 +779 +18%
MCM
79
Manchester Capital Management
Vermont
$106K 4,000
PA
80
Parallel Advisors
California
$106K 4,000
CIBC Private Wealth Group
81
CIBC Private Wealth Group
Georgia
$94.6K 3,722
Morgan Stanley
82
Morgan Stanley
New York
$40.4K 1,520 -557 -27%
AssetMark Inc
83
AssetMark Inc
California
$19.2K 721 -444 -38%
TRCT
84
Tower Research Capital (TRC)
New York
$13K 490 +490 New
PA
85
Pineridge Advisors
Missouri
$7.92K 298 -167 -36%
NMG
86
New Millennium Group
Utah
$930 35
SAS
87
Spurstone Advisory Services
Connecticut
$371 14 +14 New
EF
88
Empowered Funds
Pennsylvania
-418,933 Closed
OPAM
89
Ocean Park Asset Management
California
-298,300 Closed
KOMWMG
90
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-197,487 Closed
FFS
91
Founders Financial Securities
Maryland
-51,280 Closed
MA
92
Mutual Advisors
Nebraska
-38,525 Closed
APM
93
a16z Perennial Management
California
-18,898 Closed
WA
94
Waverly Advisors
Alabama
-15,639 Closed
AA
95
Advisory Alpha
Michigan
-11,504 Closed
BAM
96
Belpointe Asset Management
Nevada
-11,403 Closed
PMFA
97
Plante Moran Financial Advisors
Michigan
-86 Closed
FWM
98
FLP Wealth Management
Arkansas
-29 Closed
PSFG
99
Park Square Financial Group
Georgia
-2 Closed
CFGS
100
Concourse Financial Group Securities
Alabama