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Panagram BBB-B CLO ETF

88 hedge funds and large institutions have $307M invested in Panagram BBB-B CLO ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 35 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.84% less ownership

Funds ownership: 52.64%51.8% (-0.84%)

19% less funds holding

Funds holding: 10888 (-20)

23% less capital invested

Capital invested by funds: $398M → $307M (-$90.7M)

26% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 35

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

57% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 30

Holders
88
Holders Change
-20
Holders Change %
-18.52%
% of All Funds
1.08%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
13
Increased
26
Reduced
35
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
76
MAI Capital Management
Ohio
$66.7K -$43.9K -1,675 -39%
AF
77
Allworth Financial
California
$43.6K
NFSG
78
Newbridge Financial Services Group
Florida
$43.1K
AssetMark Inc
79
AssetMark Inc
California
$7.7K
TC
80
Truvestments Capital
Florida
$7.31K +$7.47K +285 New
NA
81
NewEdge Advisors
Louisiana
$5.13K +$5.24K +200 New
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$5.05K -$3.91K -149 -43%
HPWM
83
High Point Wealth Management
New Jersey
$3.85K +$79 +3 +2%
TCM
84
Triumph Capital Management
Colorado
$3.85K -$655 -25 -14%
SWM
85
SHP Wealth Management
Massachusetts
$2.59K
Osaic Holdings
86
Osaic Holdings
Arizona
$589 -$637K -24,308 -100%
SAS
87
Spurstone Advisory Services
Connecticut
$359
Wells Fargo
88
Wells Fargo
California
$19
Goldman Sachs
89
Goldman Sachs
New York
-$16M -603,013 Closed
BSG
90
Black Swift Group
Colorado
-$7.78M -394,659 Closed
OPAM
91
Ocean Park Asset Management
California
-$9.65M -364,527 Closed
BCWM
92
Ball & Co Wealth Management
Tennessee
-$6.74M -257,290 Closed
BCM
93
Bienville Capital Management
New York
-$5.92M -222,201 Closed
Truist Financial
94
Truist Financial
North Carolina
-$5.2M -196,507 Closed
HighTower Advisors
95
HighTower Advisors
Illinois
-$2.83M -106,885 Closed
Bank of America
96
Bank of America
North Carolina
-$2.56M -96,741 Closed
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
-$1.27M -47,966 Closed
Renaissance Technologies
98
Renaissance Technologies
New York
-$1.17M -44,256 Closed
PAG
99
Private Advisor Group
New Jersey
-$1.17M -44,203 Closed
EFS
100
Essex Financial Services
Connecticut
-$873K -32,962 Closed

CLOZ Hedge Fund Activity: Q1 2026 in Review

88 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Panagram BBB-B CLO ETF (CLOZ) for Q1 2026, worth a combined $307M — down 23% from $398M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of CLOZ and 13 opened new positions — a net loss of 17 holders — while 35 trimmed existing stakes and 26 added.

The largest buyer was Morgan Stanley, adding an estimated $42.5M. The largest seller was Goldman Sachs, exiting entirely with an estimated $16M sold.

  • 88 institutional investors held Panagram BBB-B CLO ETF (CLOZ) as of Q1 2026, down from 108 in Q4 2025.
  • Funds reported $307M of Panagram BBB-B CLO ETF stock for Q1 2026, down 23% quarter-over-quarter.
  • 13 funds opened new Panagram BBB-B CLO ETF positions in Q1 2026 and 30 closed out, a net change of -17 holders.
  • The largest Panagram BBB-B CLO ETF buyer in Q1 2026 was Morgan Stanley, an estimated $42.5M added.
  • The largest Panagram BBB-B CLO ETF seller in Q1 2026 was Goldman Sachs, an estimated $16M sold.

Based on aggregated 13F filings for Q1 2026.