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Panagram AAA CLO ETF

18 hedge funds and large institutions have $44.8M invested in Panagram AAA CLO ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 4 closing their positions.

Holders
18
Holders Change
+6
Holders Change %
+50%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
5
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$18.8M 738,699 +545,113 +282%
Morgan Stanley
2
Morgan Stanley
New York
$10.1M 400,000 +200,000 +100%
Jane Street
3
Jane Street
New York
$5.26M 208,152 +189,771 +1,032%
BCM
4
Bienville Capital Management
New York
$3.73M 146,929 +146,929 New
DMKJ
5
David M. Knott Jr
$2.35M 92,956 +77,316 +494%
CWA
6
Centennial Wealth Advisory
Michigan
$872K 34,470 -1,426 -4%
BOSSRA
7
B.O.S.S. Retirement Advisors
Utah
$744K 29,406 +29,406 New
GS
8
GTS Securities
New York
$718K 28,409 +28,409 New
BSG
9
Black Swift Group
Colorado
$541K 21,385 -39,940 -65%
VFA
10
Valeo Financial Advisors
Indiana
$524K 20,700 +700 +4%
SIA
11
Schechter Investment Advisors
Michigan
$481K 19,000 +19,000 New
USCWA
12
U.S. Capital Wealth Advisors
Texas
$235K 9,299 +9,299 New
Truist Financial
13
Truist Financial
North Carolina
$217K 8,590 +8,590 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$217K 8,573 +8,573 New
PA
15
Pineridge Advisors
Missouri
$55.3K 2,188 +2,188 New
OLVIG
16
Oliver Lagore Vanvalin Investment Group
Michigan
$8.8K 348 -918 -73%
UBS Group
17
UBS Group
Switzerland
$3.9K 154 +154 New
GWMIA
18
Global Wealth Management Investment Advisory
Florida
$1.49K 59 +59 New
Bank of America
19
Bank of America
North Carolina
-200,000 Closed
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
-152,256 Closed
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
-106,079 Closed
Citigroup
22
Citigroup
New York
-100,000 Closed
CFGS
23
Concourse Financial Group Securities
Alabama