Ethos Financial Group LLC Purchases 43,048 Shares of Eldridge BBB-B CLO ETF $CLOZ

Ethos Financial Group LLC raised its holdings in Eldridge BBB-B CLO ETF (NYSEARCA:CLOZ) by 55.4% during the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 120,704 shares of the company’s stock after purchasing an additional 43,048 shares during the quarter. Ethos Financial Group LLC owned 0.51% of Eldridge BBB-B CLO ETF worth $3,096,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of CLOZ. Worth Asset Management LLC boosted its holdings in shares of Eldridge BBB-B CLO ETF by 209.2% during the 4th quarter. Worth Asset Management LLC now owns 26,818 shares of the company’s stock valued at $710,000 after acquiring an additional 18,146 shares in the last quarter. Claris Financial LLC acquired a new position in Eldridge BBB-B CLO ETF in the 4th quarter worth about $866,000. Farther Finance Advisors LLC raised its position in Eldridge BBB-B CLO ETF by 271.0% in the fourth quarter. Farther Finance Advisors LLC now owns 37,842 shares of the company’s stock valued at $1,002,000 after purchasing an additional 27,641 shares during the last quarter. Janney Montgomery Scott LLC bought a new position in Eldridge BBB-B CLO ETF in the fourth quarter valued at about $1,270,000. Finally, JPMorgan Chase & Co. bought a new position in Eldridge BBB-B CLO ETF in the third quarter valued at about $1,579,000.

Eldridge BBB-B CLO ETF Stock Performance

Shares of NYSEARCA CLOZ opened at $26.33 on Wednesday. Eldridge BBB-B CLO ETF has a 52-week low of $25.23 and a 52-week high of $26.95. The firm has a 50 day moving average price of $26.37 and a two-hundred day moving average price of $26.25.

About Eldridge BBB-B CLO ETF

The Panagram Bbb-B Clo ETF (CLOZ) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund actively invests in USD-denominated collateralized loan obligations of any maturity that are rated between BBB+ and B-. CLOZ was launched on Jan 24, 2023 and is managed by Panagram.