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Panagram BBB-B CLO ETF

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.

Holders
87
Holders Change
+25
Holders Change %
+40.32%
% of All Funds
1.18%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
37
Increased
19
Reduced
17
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SBLIC
1
Security Benefit Life Insurance Company
Kansas
$43.2M 1,625,576 +941,406 +138%
SIA
2
Schechter Investment Advisors
Michigan
$43.1M 1,623,358 +281,081 +21%
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$28.7M 1,079,563 +274,921 +34%
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$26.6M 1,000,000
GFP
5
Guardian Financial Partners
California
$20.1M 757,040 +51,907 +7%
BSG
6
Black Swift Group
Colorado
$13.5M 509,455 -103,065 -17%
GI
7
Gradient Investments
Minnesota
$12.9M 487,288 +30,365 +7%
BCM
8
Brookstone Capital Management
Illinois
$11.2M 421,493 -14,499 -3%
DF
9
Donoghue Forlines
Massachusetts
$9.88M 371,741 +371,741 New
SFS
10
Sowell Financial Services
Arkansas
$7.84M 294,924 +294,924 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$7.47M 281,127 +91,068 +48%
AI
12
Atria Investments
North Carolina
$7.46M 280,581 +685 +0.2%
Truist Financial
13
Truist Financial
North Carolina
$6.73M 253,261 +253,261 New
Mariner
14
Mariner
Kansas
$6.19M 233,094 -18,480 -7%
Goldman Sachs
15
Goldman Sachs
New York
$5.54M 208,450 +208,450 New
UBS Group
16
UBS Group
Switzerland
$4.07M 153,123 -78,692 -34%
IA
17
Inspire Advisors
Idaho
$3.96M 149,203 +149,203 New
TW
18
Transform Wealth
Colorado
$3.68M 138,314 -31,932 -19%
Natixis Advisors
19
Natixis Advisors
Massachusetts
$3.42M 128,707 +7,458 +6%
CA
20
CWC Advisors
Oregon
$3.3M 124,236 +124,236 New
VFA
21
Valeo Financial Advisors
Indiana
$3.29M 123,764
PWM
22
Perigon Wealth Management
California
$3.27M 122,915 +49,900 +68%
GS
23
GTS Securities
New York
$3.13M 117,693 +117,693 New
FGA
24
Fortis Group Advisors
New Jersey
$2.92M 109,777 +109,777 New
CWM
25
Cedar Wealth Management
California
$2.36M 88,858 +88,858 New