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Panagram BBB-B CLO ETF

84 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 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
-3
Holders Change %
-3.45%
% of All Funds
1.13%
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
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
76
Osaic Holdings
Arizona
$8.68K -$1.23M -45,484 -99%
PA
77
Pineridge Advisors
Missouri
$8.03K +$54 +2 +0.7%
AssetMark Inc
78
AssetMark Inc
California
$8.02K -$11.3K -421 -58%
MYIA
79
Mount Yale Investment Advisors
Colorado
$5.51K +$5.51K +206 New
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$5K +$5K +197 New
NMG
81
New Millennium Group
Utah
$936
SAS
82
Spurstone Advisory Services
Connecticut
$374
Bank of America
83
Bank of America
North Carolina
$241 +$241 +9 New
MAWAG
84
Mid-American Wealth Advisory Group
Missouri
$214 +$214 +8 New
DF
85
Donoghue Forlines
Massachusetts
-$9.88M -371,741 Closed
Truist Financial
86
Truist Financial
North Carolina
-$6.73M -253,261 Closed
IA
87
Inspire Advisors
Idaho
-$3.96M -149,203 Closed
PWM
88
Perigon Wealth Management
California
-$3.27M -122,915 Closed
GS
89
GTS Securities
New York
-$3.13M -117,693 Closed
FGA
90
Fortis Group Advisors
New Jersey
-$2.92M -109,777 Closed
FTUS
91
Flow Traders U.S.
New York
-$2.05M -77,234 Closed
NW
92
Naviter Wealth
Arkansas
-$1.09M -41,050 Closed
JPMorgan Chase & Co
93
JPMorgan Chase & Co
New York
-$840K -31,600 Closed
HF
94
HRT Financial
New York
-$703K -26,467 Closed
PAG
95
Private Advisor Group
New Jersey
-$697K -26,241 Closed
BCA
96
Bay Colony Advisors
Massachusetts
-$687K -25,851 Closed
NL
97
NWAM LLC
Washington
-$464K -17,461 Closed
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
-$443K -16,672 Closed
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
-$380K -14,317 Closed
CAM
100
Cresset Asset Management
Illinois
-$351K -13,199 Closed