Panagram AAA CLO ETFCLOX
CLOX
0
Funds holding %
of 6,810 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
500% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 2
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
24% more capital invested
Capital invested by funds: $44.9M [Q2] → $55.9M (+$11M) [Q3]
9% more funds holding
Funds holding: 23 [Q2] → 25 (+2) [Q3]
0.64% less ownership
Funds ownership: 74.75% [Q2] → 74.11% (-0.64%) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for CLOX.
Financial journalist opinion
Negative
Seeking Alpha
2 weeks ago
CLOX: AAA CLOs From A Smaller Asset Manager
Panagram AAA CLO ETF is a new, actively managed fund investing solely in AAA CLOs, with $100 million in AUM and a 20 bps expense ratio. Retail investors should be agnostic among AAA CLO ETFs, while institutional investors prefer larger funds for liquidity and block trading capabilities. CLOX's performance aligns with its cohort, but a recession may reveal performance differences due to varying manager strategies and market conditions.
Positive
ETF Trends
1 month ago
CLO ETFs Among Top Opportunities for 2025, Advisors Say
CLO ETFs remain an attractive opportunity for investors in 2025. A recent poll during VettaFi's 2025 Market Outlook Symposium showed many advisors see CLOs as a compelling opportunity for next year.
Positive
ETF Trends
8 months ago
ETF Prime: Mercer on AI Investing & Developments + CLOs
On this week's episode of ETF Prime, Host Nate Geraci was joined by VettaFi Senior Research Analyst Zeno Mercer to discuss the artificial intelligence field and AI-related ETFs. Afterward, Geraci welcomed John Kim, Panagram CEO & CIO, to discuss his firm's CLOs ETFs.
Positive
ETF Trends
8 months ago
Recapping the 2024 Fixed Income Symposium
A changing interest rate narrative prompted many advisors and investors to reevaluate their bond exposures this month. Asset managers stepped in to offer their perspectives on the changing market dynamics and where the risks and opportunities lie in the 2024 Fixed Income Symposium hosted by VettaFi.
Positive
ETF Trends
9 months ago
Looking to Loan ETFs
Fixed income ETFs gathered $51 billion of new money in the first quarter. This represented 26% of the industry's net inflows.
Positive
ETF Trends
1 year ago
How CLOs Can Enhance Returns for Retail Clients
Collateralized loan obligations, or CLOs, may be a way for advisors to enhance retail clients' portfolios. They provide investors with access to a diverse pool of senior secured loans.
Positive
ETF Trends
1 year ago
How CLOs Can Provide an Alternative to Traditional Bond ETFs
Fixed income ETF demand has been strong in 2023 led by Treasury ETFs. However, advisors have been rewarded by turning to alternatives in the fixed income space, such as those focused on the collateralized loan obligations (CLOs) market.
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