CLOZ

Eldridge Bbb-b Clo ETF

-$90.7M

Net Activity

Institutions Holding

88

Popularity Rank

#4726

Avg Weight

0.61%

Total Value

$307.0M

Ownership Trend

88 institutions currently hold CLOZ, with 36 net buyers and 65 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

65

Net Buying Institutions

36

Key Holders

Key Holders

Top 5 by Value

SB
Security Benefit Life Insurance Co /ks/
$41.7M
MS
Morgan Stanley
$41.6M
AA
Arax Advisory Partners
$38.8M
FP
Focus Partners Wealth
$34.8M
EP
Estate Planners Group, LLC
$19.4M

Top 5 by Conviction

SB
Security Benefit Life Insurance Co /ks/
21.91%
EP
Estate Planners Group, LLC
9.32%
GF
Guardian Financial Partners, LLC
7.90%
CW
Copia Wealth Management
2.85%
CA
CWC Advisors, LLC.
1.75%
View all 88 holding institutions

Quarterly Activity

Recent Activity

+$168.1M

Total Buy Value

$238.1M

Total Sell Value

New buy10
Trim35
Add26
Sold out30

36

Net Buyers

65

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ELDRIDGE BBB-B CLO ETF (CLOZ)?
Major stakeholders currently include Security Benefit Life Insurance Co /ks/ ($41.7M), Morgan Stanley ($41.6M), Arax Advisory Partners ($38.8M). Based on the latest 13F filings, there are a total of 88 tracked investment funds and institutions maintaining positions in CLOZ.
What is the overall institutional sentiment toward CLOZ recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $90.7M, driven by 36 managers accumulating shares while 65 reduced their exposure.
Which institutions have been selling or reducing their CLOZ positions?
In the latest period, 35 funds trimmed their holdings, and 30 managers completely exited their positions. The aggregate reported sell value was $238.1M.
Are there any notable investors adding CLOZ to their portfolios?
Yes, buying activity remains notable. 10 institutions opened new positions in {ticker}, and 26 existing holders added to their shares. The total reported buy value for the quarter amounted to $168.1M.

Related Stocks

Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

MSFT

Microsoft CORP

Institutions Holding

6,150

Total reported value

$2.1T

3245 13F institutions increased their position this quarter

View detail
AMZN

Amazon.com INC

Institutions Holding

5,957

Total reported value

$1.5T

3028 13F institutions increased their position this quarter

View detail
NVDA

Nvidia CORP

Institutions Holding

5,764

Total reported value

$3.0T

2743 13F institutions increased their position this quarter

View detail