Claris Financial LLC Makes New Investment in Eldridge BBB-B CLO ETF $CLOZ

Claris Financial LLC purchased a new stake in Eldridge BBB-B CLO ETF (NYSEARCA:CLOZ) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 32,700 shares of the company’s stock, valued at approximately $866,000. Claris Financial LLC owned approximately 0.11% of Eldridge BBB-B CLO ETF as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in the stock. Sound Income Strategies LLC grew its position in shares of Eldridge BBB-B CLO ETF by 51.0% during the fourth quarter. Sound Income Strategies LLC now owns 217,449 shares of the company’s stock worth $5,802,000 after acquiring an additional 73,437 shares during the last quarter. Flow Traders U.S. LLC purchased a new stake in Eldridge BBB-B CLO ETF in the 3rd quarter valued at $4,278,000. Copia Wealth Management raised its position in Eldridge BBB-B CLO ETF by 54.7% in the 4th quarter. Copia Wealth Management now owns 111,427 shares of the company’s stock valued at $2,951,000 after purchasing an additional 39,378 shares during the last quarter. Ethos Financial Group LLC boosted its stake in shares of Eldridge BBB-B CLO ETF by 138.4% during the fourth quarter. Ethos Financial Group LLC now owns 77,656 shares of the company’s stock worth $2,069,000 after buying an additional 45,084 shares during the period. Finally, Basso Capital Management L.P. lifted its position in Eldridge BBB-B CLO ETF by 28.4% during the 4th quarter. Basso Capital Management L.P. now owns 71,589 shares of the company’s stock worth $1,896,000 after acquiring an additional 15,849 shares during the period.

Eldridge BBB-B CLO ETF Trading Up 0.2%

NYSEARCA:CLOZ opened at $26.28 on Friday. Eldridge BBB-B CLO ETF has a 1-year low of $25.23 and a 1-year high of $26.95. The firm’s fifty day moving average price is $26.28 and its 200 day moving average price is $26.27.

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.