Panagram BBB-B CLO ETF
CLOZ
87 hedge funds and large institutions have $325M invested in Panagram BBB-B CLO ETF in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 12 closing their positions.
208% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 12
40% more funds holding
Funds holding: 62 → 87 (+25)
27% more capital invested
Capital invested by funds: $257M → $325M (+$68.8M)
12% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 17
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
6.86% less ownership
Funds ownership: 45.98% → 39.12% (-6.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SBLIC
Security Benefit Life Insurance Company
Topeka,
Kansas
|
+$25.4M |
| 2 |
DF
Donoghue Forlines
Boston,
Massachusetts
|
+$10M |
| 3 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$7.96M |
| 4 |
SIA
Schechter Investment Advisors
Birmingham,
Michigan
|
+$7.58M |
| 5 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$7.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$11.3M |
| 2 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
-$8.04M |
| 3 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$6.27M |
| 4 |
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
-$5.32M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.39M |
CLOZ Hedge Fund Activity: Q1 2025 in Review
87 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Panagram BBB-B CLO ETF (CLOZ) for Q1 2025, worth a combined $325M — up 27% from $257M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new CLOZ positions and 12 closed out — a net gain of 25 holders — while 19 added to existing stakes and 17 trimmed.
The largest buyer was Security Benefit Life Insurance Company, adding an estimated $25.4M. The largest seller was Empowered Funds, exiting entirely with an estimated $11.3M sold.
- 87 institutional investors held Panagram BBB-B CLO ETF (CLOZ) as of Q1 2025, up from 62 in Q4 2024.
- Funds reported $325M of Panagram BBB-B CLO ETF stock for Q1 2025, up 27% quarter-over-quarter.
- 37 funds opened new Panagram BBB-B CLO ETF positions in Q1 2025 and 12 closed out, a net change of +25 holders.
- The largest Panagram BBB-B CLO ETF buyer in Q1 2025 was Security Benefit Life Insurance Company, an estimated $25.4M added.
- The largest Panagram BBB-B CLO ETF seller in Q1 2025 was Empowered Funds, an estimated $11.3M sold.
Based on aggregated 13F filings for Q1 2025.