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Panagram AAA CLO ETF
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Overview Fund Activity

25 hedge funds and large institutions have $55.9M invested in Panagram AAA CLO ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 2 reducing their positions, and 6 closing their positions.

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
12
Reduced
2
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$30.8M
2
BSG
2
Black Swift Group
Colorado
$3.22M
3
VFA
3
Valeo Financial Advisors
Indiana
$1.91M
4
SIA
4
Schechter Investment Advisors
Michigan
$4.5M
5
Citigroup
5
Citigroup
New York
$639K

Top Sellers

1
BCM
1
Bienville Capital Management
New York
$8.63M
2
MAWAG
2
Mid-American Wealth Advisory Group
Missouri
$0
3
LAS
3
Lloyd Advisory Services
Georgia
$0
4
GI
4
Gradient Investments
Minnesota
$0
5
AWA
5
Authentikos Wealth Advisory
California
$381K
Name Market Value Shares Shares
Change 		Shares
Change %
MAWAG
26
Mid-American Wealth Advisory Group
Missouri
– – -36,718 Closed
LAS
27
Lloyd Advisory Services
Georgia
– – -9,763 Closed
GI
28
Gradient Investments
Minnesota
– – -7,173 Closed
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
– – -1,900 Closed
TWP
30
Triad Wealth Partners
Kansas
– – -789 Closed
UBS Group
31
UBS Group
Switzerland
– – -144 Closed
CFGS
32
Concourse Financial Group Securities
Alabama
– – – –
1
2