Panagram AAA CLO ETF
CLOX
23 hedge funds and large institutions have $70.3M invested in Panagram AAA CLO ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 10 closing their positions.
26% more capital invested
Capital invested by funds: $55.9M → $70.3M (+$14.4M)
5.13% less ownership
Funds ownership: 74.11% → 68.99% (-5.1%)
8% less funds holding
Funds holding: 25 → 23 (-2)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
50% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SBLIC
Security Benefit Life Insurance Company
Topeka,
Kansas
|
+$57.6M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$895K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$700K |
| 4 |
Citigroup
New York
|
+$127K |
| 5 |
ECA
Elevated Capital Advisors
Sandy,
Utah
|
+$24.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$30.5M |
| 2 |
BCM
Bienville Capital Management
New York
|
-$8.63M |
| 3 |
CWA
Centennial Wealth Advisory
Traverse City,
Michigan
|
-$1.26M |
| 4 |
VFA
Valeo Financial Advisors
Carmel,
Indiana
|
-$635K |
| 5 |
SIA
Schechter Investment Advisors
Birmingham,
Michigan
|
-$607K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BOSSRA
26
B.O.S.S. Retirement Advisors
Lehi,
Utah
| – | -$397K | -15,557 | Closed |
|
|
AWA
27
Authentikos Wealth Advisory
Morgan Hill,
California
| – | -$381K | -14,925 | Closed |
|
28
Envestnet Asset Management
Chicago,
Illinois
| – | -$357K | -13,963 | Closed |
|
29
Truist Financial
Charlotte,
North Carolina
| – | -$357K | -13,963 | Closed |
|
|
SW
30
Simplicity Wealth
Summit,
New Jersey
| – | -$309K | -12,078 | Closed |
|
|
CAG
31
Csenge Advisory Group
Clearwater,
Florida
| – | -$204K | -8,000 | Closed |
|
|
SS
32
Sunbelt Securities
Houston,
Texas
| – | -$5.12K | -200 | Closed |
|
|
SCM
33
Sterling Capital Management
Charlotte,
North Carolina
| – | -$767 | -30 | Closed |
|
CLOX Hedge Fund Activity: Q4 2024 in Review
23 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Panagram AAA CLO ETF (CLOX) for Q4 2024, worth a combined $70.3M — up 26% from $55.9M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of CLOX and 8 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 4 added.
The largest buyer was Security Benefit Life Insurance Company, opening a new position worth an estimated $57.6M. The largest seller was AE Wealth Management, cutting an estimated $30.5M.
- 23 institutional investors held Panagram AAA CLO ETF (CLOX) as of Q4 2024, down from 25 in Q3 2024.
- Funds reported $70.3M of Panagram AAA CLO ETF stock for Q4 2024, up 26% quarter-over-quarter.
- 8 funds opened new Panagram AAA CLO ETF positions in Q4 2024 and 10 closed out, a net change of -2 holders.
- The largest Panagram AAA CLO ETF buyer in Q4 2024 was Security Benefit Life Insurance Company, an estimated $57.6M added.
- The largest Panagram AAA CLO ETF seller in Q4 2024 was AE Wealth Management, an estimated $30.5M sold.
Based on aggregated 13F filings for Q4 2024.