Panagram AAA CLO ETF
CLOX
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.
500% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 2
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
24% more capital invested
Capital invested by funds: $44.9M → $55.9M (+$11M)
9% more funds holding
Funds holding: 23 → 25 (+2)
0.64% less ownership
Funds ownership: 74.75% → 74.11% (-0.64%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$7.19M |
| 2 |
BSG
Black Swift Group
Boulder,
Colorado
|
+$1.73M |
| 3 |
VFA
Valeo Financial Advisors
Carmel,
Indiana
|
+$1.38M |
| 4 |
SIA
Schechter Investment Advisors
Birmingham,
Michigan
|
+$673K |
| 5 |
Citigroup
New York
|
+$638K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bienville Capital Management
New York
|
-$1.35M |
| 2 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
-$938K |
| 3 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$249K |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$183K |
| 5 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
-$118K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MAWAG
26
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| – | -$938K | -36,718 | Closed |
|
|
LAS
27
Lloyd Advisory Services
Suwanee,
Georgia
| – | -$249K | -9,763 | Closed |
|
|
GI
28
Gradient Investments
Arden Hills,
Minnesota
| – | -$183K | -7,173 | Closed |
|
29
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$49K | -1,900 | Closed |
|
|
TWP
30
Triad Wealth Partners
Lawrence,
Kansas
| – | -$20.2K | -789 | Closed |
|
31
UBS Group
Zurich,
Switzerland
| – | -$3.68K | -144 | Closed |
|
CLOX Hedge Fund Activity: Q3 2024 in Review
25 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Panagram AAA CLO ETF (CLOX) for Q3 2024, worth a combined $55.9M — up 24% from $44.9M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CLOX positions and 6 closed out — a net gain of 2 holders — while 12 added to existing stakes and 2 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $7.19M. The largest seller was Bienville Capital Management, cutting an estimated $1.35M.
- 25 institutional investors held Panagram AAA CLO ETF (CLOX) as of Q3 2024, up from 23 in Q2 2024.
- Funds reported $55.9M of Panagram AAA CLO ETF stock for Q3 2024, up 24% quarter-over-quarter.
- 8 funds opened new Panagram AAA CLO ETF positions in Q3 2024 and 6 closed out, a net change of +2 holders.
- The largest Panagram AAA CLO ETF buyer in Q3 2024 was AE Wealth Management, an estimated $7.19M added.
- The largest Panagram AAA CLO ETF seller in Q3 2024 was Bienville Capital Management, an estimated $1.35M sold.
Based on aggregated 13F filings for Q3 2024.