PANAGRAM BBB-B CLO ETF (CLOZ) Institutional Ownership Changes & 13F Activity

PANAGRAM BBB-B CLO ETF (CLOZ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors and Renaissance Technologies LLC.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Sequoia Financial AdvisorsBuy23312,656$324,636
Q4 2025Renaissance Technologies LLCSell-131,07644,256$1,171,899
Q4 2025Sequoia Financial AdvisorsBuy23212,423$328,948
Q3 2025Renaissance Technologies LLCBuy71,805175,332$4,702,404
Q3 2025Sequoia Financial AdvisorsBuy22712,191$326,952
Q2 2025Renaissance Technologies LLCBuy103,527103,527$2,768,312
Q2 2025Sequoia Financial AdvisorsBuy24611,964$319,918
Q1 2025Sequoia Financial AdvisorsBuy22011,718$311,341
Q4 2024Sequoia Financial AdvisorsBuy25311,498$309,872
Q3 2024Sequoia Financial AdvisorsBuy24711,245$302,272
Q2 2024Sequoia Financial AdvisorsBuy10,99810,998$296,298

Frequently asked questions about CLOZ activity

  • Which institutional owners are buying CLOZ?

    Institutional owners buying CLOZ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CLOZ activity?

    "Buy" means an investor increased their reported position in CLOZ compared to the prior reporting period. This reflects growing exposure to PANAGRAM BBB-B CLO ETF (CLOZ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CLOZ increasing?

    Institutional interest in CLOZ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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