Panagram AAA CLO ETF
CLOX
12 hedge funds and large institutions have $28M invested in Panagram AAA CLO ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
78.89% more ownership
Funds ownership: 0% → 78.89% (+79%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.05M |
| 2 |
Morgan Stanley
New York
|
+$5.05M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$4.88M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.84M |
| 5 |
JP Morgan Chase
New York
|
+$2.68M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $5.06M | +$5.05M | +200,000 | New |
|
|
2
Morgan Stanley
New York
| $5.06M | +$5.05M | +200,000 | New |
|
|
AWM
3
AE Wealth Management
Topeka,
Kansas
| $4.9M | +$4.88M | +193,586 | New |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $3.85M | +$3.84M | +152,256 | New |
|
|
5
JP Morgan Chase
New York
| $2.68M | +$2.68M | +106,079 | New |
|
6
Citigroup
New York
| $2.53M | +$2.52M | +100,000 | New |
|
|
BSG
7
Black Swift Group
Boulder,
Colorado
| $1.55M | +$1.55M | +61,325 | New |
|
|
CWA
8
Centennial Wealth Advisory
Traverse City,
Michigan
| $909K | +$906K | +35,896 | New |
|
|
VFA
9
Valeo Financial Advisors
Carmel,
Indiana
| $506K | +$505K | +20,000 | New |
|
10
Jane Street
New York
| $465K | +$464K | +18,381 | New |
|
|
DMKJ
11
David M. Knott Jr
| $396K | +$395K | +15,640 | New |
|
|
OLVIG
12
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| $32K | +$31.9K | +1,266 | New |
|
CLOX Hedge Fund Activity: Q3 2023 in Review
12 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Panagram AAA CLO ETF (CLOX) for Q3 2023, worth a combined $28M.
Buyers outnumbered sellers: 12 funds opened new CLOX positions and 0 closed out — a net gain of 12 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Bank of America, opening a new position worth an estimated $5.05M.
- 12 institutional investors held Panagram AAA CLO ETF (CLOX) as of Q3 2023, up from 0 in Q2 2023.
- Funds reported $28M of Panagram AAA CLO ETF stock for Q3 2023.
- 12 funds opened new Panagram AAA CLO ETF positions in Q3 2023 and 0 closed out, a net change of +12 holders.
- The largest Panagram AAA CLO ETF buyer in Q3 2023 was Bank of America, an estimated $5.05M added.
Based on aggregated 13F filings for Q3 2023.