Panagram BBB-B CLO ETF
CLOZ
85 hedge funds and large institutions have $329M invested in Panagram BBB-B CLO ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 21 closing their positions.
3.1% more ownership
Funds ownership: 39.12% → 42.22% (+3.1%)
5% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 21
1% more capital invested
Capital invested by funds: $325M → $329M (+$3.18M)
0% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 24
2% less funds holding
Funds holding: 87 → 85 (-2)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$37.6M |
| 2 |
Goldman Sachs
New York
|
+$25.5M |
| 3 |
Barclays
London,
United Kingdom
|
+$6.89M |
| 4 |
Jane Street
New York
|
+$5.77M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$3.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DF
Donoghue Forlines
Boston,
Massachusetts
|
-$9.88M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$6.73M |
| 3 |
IA
Inspire Advisors
Meridian,
Idaho
|
-$3.96M |
| 4 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$3.83M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$3.76M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAM
101
Cresset Asset Management
Chicago,
Illinois
| – | -$351K | -13,199 | Closed |
|
|
AWA
102
Arete Wealth Advisors
Chicago,
Illinois
| – | -$295K | -11,111 | Closed |
|
|
FCM
103
Fortis Capital Management
Bellevue,
Washington
| – | -$266K | -10,000 | Closed |
|
|
CB
104
Chris Bulman
Roseville,
California
| – | -$262K | -9,856 | Closed |
|
105
MML Investors Services
Springfield,
Massachusetts
| – | -$259K | -9,766 | Closed |
|
|
MFS
106
Mattson Financial Services
Kentwood,
Michigan
| – | -$137K | -5,142 | Closed |
|
CLOZ Hedge Fund Activity: Q2 2025 in Review
85 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Panagram BBB-B CLO ETF (CLOZ) for Q2 2025, worth a combined $329M — up 0.98% from $325M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new CLOZ positions and 21 closed out — a net gain of 1 holder — while 24 added to existing stakes and 24 trimmed.
The largest buyer was Arax Advisory Partners, opening a new position worth an estimated $37.6M. The largest seller was Donoghue Forlines, exiting entirely with an estimated $9.88M sold.
- 85 institutional investors held Panagram BBB-B CLO ETF (CLOZ) as of Q2 2025, down from 87 in Q1 2025.
- Funds reported $329M of Panagram BBB-B CLO ETF stock for Q2 2025, up 0.98% quarter-over-quarter.
- 22 funds opened new Panagram BBB-B CLO ETF positions in Q2 2025 and 21 closed out, a net change of +1 holder.
- The largest Panagram BBB-B CLO ETF buyer in Q2 2025 was Arax Advisory Partners, an estimated $37.6M added.
- The largest Panagram BBB-B CLO ETF seller in Q2 2025 was Donoghue Forlines, an estimated $9.88M sold.
Based on aggregated 13F filings for Q2 2025.