Claris Financial LLC Invests $922,000 in Eldridge BBB-B CLO ETF $CLOZ

Claris Financial LLC acquired a new stake in Eldridge BBB-B CLO ETF (NYSEARCA:CLOZ) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 34,463 shares of the company’s stock, valued at approximately $922,000. Claris Financial LLC owned about 0.11% of Eldridge BBB-B CLO ETF at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Darden Wealth Group Inc purchased a new stake in shares of Eldridge BBB-B CLO ETF in the second quarter valued at about $496,000. Ethos Financial Group LLC lifted its stake in Eldridge BBB-B CLO ETF by 78.3% in the 2nd quarter. Ethos Financial Group LLC now owns 28,653 shares of the company’s stock valued at $766,000 after buying an additional 12,584 shares in the last quarter. Flow Traders U.S. LLC acquired a new stake in Eldridge BBB-B CLO ETF during the 1st quarter valued at $2,052,000. Finally, Sound Income Strategies LLC increased its position in Eldridge BBB-B CLO ETF by 286.5% during the second quarter. Sound Income Strategies LLC now owns 88,616 shares of the company’s stock worth $2,370,000 after buying an additional 65,686 shares in the last quarter.

Eldridge BBB-B CLO ETF Price Performance

NYSEARCA CLOZ opened at $26.50 on Friday. The business has a fifty day moving average of $26.59 and a 200-day moving average of $26.72. Eldridge BBB-B CLO ETF has a fifty-two week low of $25.08 and a fifty-two week high of $27.25.

Eldridge BBB-B CLO ETF Profile

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.