Eldridge BBB-B CLO ETF (CLOZ) Research

This actively managed exchange-traded fund (ETF) aims to achieve its investment goal by primarily allocating its capital. Under typical circumstances, it commits a minimum of 80% of its net assets—including any funds borrowed for investment purposes—to collateralized loan obligations (CLOs). Upon acquisition, these CLOs are required to possess a credit rating between BBB+ and B-, or an equivalent assessment from a nationally recognized statistical rating organization (NRSRO). Importantly, the fund is structured as non-diversified.

Market snapshot

Symbol
CLOZ
Price
$26.29
Day change
+0.25%
Market cap
$670.7M
52-week range
25.23-26.95
Sector
Financial Services
Industry
Asset Management - Bonds

Peer companies

  • ActivePassive Core Bond ETF (APCB)
  • Avantis International Large Cap Value ETF (AVIV)
  • Roundhill Investments - Generative AI & Technology ETF (CHAT)
  • FT Energy Income Partners Enhanced Income ETF (EIPI)
  • State Street SPDR Russell 1000 Yield Focus ETF (ONEY)
  • Invesco International Dividend Achievers ETF (PID)
  • Alliance Bernstein - AB Short Duration High Yield ETF (SYFI)
  • T. Rowe Price International Equity ETF (TOUS)

Open Eldridge BBB-B CLO ETF (CLOZ) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.