Panagram AAA CLO ETF
CLOX
18 hedge funds and large institutions have $39.8M invested in Panagram AAA CLO ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
77% more capital inflows, than outflows
Capital inflows: $27M | Capital outflows: $15.2M
50% more funds holding
Funds holding: 12 → 18 (+6)
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
8.3% more ownership
Funds ownership: 78.89% → 87.18% (+8.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AE Wealth Management
Topeka,
Kansas
|
+$13.8M |
| 2 |
Jane Street
New York
|
+$4.8M |
| 3 |
Bienville Capital Management
New York
|
+$3.72M |
| 4 |
DMKJ
David M. Knott Jr
|
+$1.96M |
| 5 |
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
+$744K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$5.06M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.85M |
| 3 |
JP Morgan Chase
New York
|
-$2.68M |
| 4 |
Citigroup
New York
|
-$2.53M |
| 5 |
Black Swift Group
Boulder,
Colorado
|
-$1.01M |
CLOX Hedge Fund Activity: Q4 2023 in Review
18 of the 6,877 institutional investors tracked by Wall St. Rank reported a position in Panagram AAA CLO ETF (CLOX) for Q4 2023, worth a combined $39.8M — up 42% from $28M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new CLOX positions and 4 closed out — a net gain of 6 holders — while 4 added to existing stakes and 3 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $13.8M. The largest seller was Bank of America, exiting entirely with an estimated $5.06M sold.
- 18 institutional investors held Panagram AAA CLO ETF (CLOX) as of Q4 2023, up from 12 in Q3 2023.
- Funds reported $39.8M of Panagram AAA CLO ETF stock for Q4 2023, up 42% quarter-over-quarter.
- 10 funds opened new Panagram AAA CLO ETF positions in Q4 2023 and 4 closed out, a net change of +6 holders.
- The largest Panagram AAA CLO ETF buyer in Q4 2023 was AE Wealth Management, an estimated $13.8M added.
- The largest Panagram AAA CLO ETF seller in Q4 2023 was Bank of America, an estimated $5.06M sold.
Based on aggregated 13F filings for Q4 2023.