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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
SBLIC
1
Security Benefit Life Insurance Company
Kansas
$41.7M
Morgan Stanley
2
Morgan Stanley
New York
$41.6M +$42.5M +1,619,653 +159,258%
AAP
3
Arax Advisory Partners
Colorado
$38.8M -$13M -496,967 -25%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$34.8M +$1.4M +53,460 +4%
EPG
5
Estate Planners Group
Pennsylvania
$19.4M +$294K +11,197 +2%
GFP
6
Guardian Financial Partners
California
$18.7M -$175K -6,680 -0.9%
GI
7
Gradient Investments
Minnesota
$7.55M +$226K +8,612 +3%
SIS
8
Sound Income Strategies
Florida
$6.96M +$1.37M +52,383 +24%
TRCT
9
Tower Research Capital (TRC)
New York
$6.05M +$895K +34,126 +17%
Stifel Financial
10
Stifel Financial
Missouri
$5.93M -$1.51M -57,442 -20%
Barclays
11
Barclays
United Kingdom
$4.87M +$4.98M +190,000 New
Mariner
12
Mariner
Kansas
$4.76M +$368K +14,054 +8%
AI
13
Atria Investments
North Carolina
$4.74M +$387K +14,754 +9%
CWM
14
Copia Wealth Management
Oregon
$4.15M +$1.32M +50,280 +45%
SFS
15
Sowell Financial Services
Arkansas
$4M +$24.5K +935 +0.6%
KAS
16
Kestra Advisory Services
Texas
$3.93M -$1.62M -61,823 -29%
CA
17
CWC Advisors
Oregon
$3.68M +$60.7K +2,317 +2%
VFA
18
Valeo Financial Advisors
Indiana
$3.17M
CCP
19
Carmel Capital Partners
California
$3.17M -$3.18M -121,390 -50%
EFG
20
Ethos Financial Group
Pennsylvania
$3.1M +$1.13M +43,048 +55%
CWM
21
Cedar Wealth Management
California
$2.97M +$498K +19,000 +20%
Citadel Advisors
22
Citadel Advisors
Florida
$2.78M +$143K +5,440 +5%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$2.66M -$2.37M -90,550 -47%
FFA
24
Farther Finance Advisors
California
$2.61M +$1.66M +63,245 +167%
UBS Group
25
UBS Group
Switzerland
$2.18M +$1.5M +57,200 +206%