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
TA
76
Tactive Advisors
Florida
$369K -$53.3K -2,004 -13%
VAM
77
Verity Asset Management
North Carolina
$365K -$730K -27,455 -67%
WANY
78
Wealthspire Advisors (New York)
New York
$342K
SFA
79
Sequoia Financial Advisors
Ohio
$329K +$6.17K +232 +2%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$328K -$314K -11,817 -49%
HI
81
Harbour Investments
Wisconsin
$328K +$718 +27 +0.2%
BCM
82
Brookstone Capital Management
Illinois
$325K -$10M -377,381 -97%
Koshinski Asset Management
83
Koshinski Asset Management
Illinois
$324K -$82.2K -3,092 -20%
PG
84
Prostatis Group
Maryland
$322K +$323K +12,151 New
GS
85
GTS Securities
New York
$314K +$316K +11,874 New
IWS
86
Insight Wealth Strategies
California
$267K +$5.03K +189 +2%
MML Investors Services
87
MML Investors Services
Massachusetts
$262K +$11.8K +443 +5%
MA
88
Mutual Advisors
Nebraska
$252K -$3.78K -142 -1%
IAS
89
Insigneo Advisory Services
Florida
$248K +$249K +9,363 New
MAG
90
MRA Advisory Group
New Jersey
$216K +$217K +8,166 New
Vontobel Holding
91
Vontobel Holding
Switzerland
$212K
SPIA
92
Steward Partners Investment Advisory
New York
$192K +$180K +6,766 +1,353%
MCM
93
MAI Capital Management
Ohio
$113K
CIBC Private Wealth Group
94
CIBC Private Wealth Group
Georgia
$100K +$1.89K +71 +2%
AF
95
Allworth Financial
California
$45K
NFSG
96
Newbridge Financial Services Group
Florida
$44.5K -$695K -26,137 -94%
Morgan Stanley
97
Morgan Stanley
New York
$26.9K -$2.85K -107 -10%
TAM
98
Tucker Asset Management
Colorado
$23.7K +$23.8K +896 New
HWP
99
Highline Wealth Partners
California
$13.2K +$13.3K +500 New
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$9K -$1.57K -59 -15%