Panagram BBB-B CLO ETF
CLOZ
97 hedge funds and large institutions have $385M invested in Panagram BBB-B CLO ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 17 reducing their positions, and 10 closing their positions.
153% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 17
130% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 10
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
17% more capital invested
Capital invested by funds: $329M → $385M (+$56.1M)
14% more funds holding
Funds holding: 85 → 97 (+12)
2.11% more ownership
Funds ownership: 42.22% → 44.32% (+2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$16.1M |
| 2 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
+$10.8M |
| 3 |
BCWM
Ball & Co Wealth Management
Franklin,
Tennessee
|
+$10M |
| 4 |
Goldman Sachs
New York
|
+$6.84M |
| 5 |
CCP
Carmel Capital Partners
San Diego,
California
|
+$5.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
-$18.8M |
| 2 |
Barclays
London,
United Kingdom
|
-$8.52M |
| 3 |
Jane Street
New York
|
-$6.47M |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$5.74M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$3.21M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HWM
101
Hohimer Wealth Management
Seattle,
Washington
| – | -$267K | -10,000 | Closed |
|
|
VA
102
VestGen Advisors
Inverness,
Illinois
| – | -$265K | -9,903 | Closed |
|
|
TWP
103
Triad Wealth Partners
Lawrence,
Kansas
| – | -$203K | -7,584 | Closed |
|
|
MCM
104
Manchester Capital Management
Manchester,
Vermont
| – | -$107K | -4,000 | Closed |
|
|
PS
105
Principal Securities
Des Moines,
Iowa
| – | -$19.7K | -737 | Closed |
|
|
MYIA
106
Mount Yale Investment Advisors
Denver,
Colorado
| – | -$5.51K | -206 | Closed |
|
107
Bank of America
Charlotte,
North Carolina
| – | -$241 | -9 | Closed |
|
|
MAWAG
108
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| – | -$214 | -8 | Closed |
|
CLOZ Hedge Fund Activity: Q3 2025 in Review
97 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Panagram BBB-B CLO ETF (CLOZ) for Q3 2025, worth a combined $385M — up 17% from $329M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new CLOZ positions and 10 closed out — a net gain of 13 holders — while 43 added to existing stakes and 17 trimmed.
The largest buyer was Arax Advisory Partners, adding an estimated $16.1M. The largest seller was State of New Jersey Common Pension Fund D, cutting an estimated $18.8M.
- 97 institutional investors held Panagram BBB-B CLO ETF (CLOZ) as of Q3 2025, up from 85 in Q2 2025.
- Funds reported $385M of Panagram BBB-B CLO ETF stock for Q3 2025, up 17% quarter-over-quarter.
- 23 funds opened new Panagram BBB-B CLO ETF positions in Q3 2025 and 10 closed out, a net change of +13 holders.
- The largest Panagram BBB-B CLO ETF buyer in Q3 2025 was Arax Advisory Partners, an estimated $16.1M added.
- The largest Panagram BBB-B CLO ETF seller in Q3 2025 was State of New Jersey Common Pension Fund D, an estimated $18.8M sold.
Based on aggregated 13F filings for Q3 2025.