Panagram AAA CLO ETF
CLOX
19 hedge funds and large institutions have $42.4M invested in Panagram AAA CLO ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 5 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
7% more capital invested
Capital invested by funds: $39.8M → $42.4M (+$2.62M)
6% more funds holding
Funds holding: 18 → 19 (+1)
9.85% less ownership
Funds ownership: 87.18% → 77.33% (-9.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bienville Capital Management
New York
|
+$5.31M |
| 2 |
SIA
Schechter Investment Advisors
Birmingham,
Michigan
|
+$2.07M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.59M |
| 4 |
BSG
Black Swift Group
Boulder,
Colorado
|
+$542K |
| 5 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
+$493K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.95M |
| 2 |
Jane Street
New York
|
-$1.75M |
| 3 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
-$744K |
| 4 |
GS
GTS Securities
Miami,
Florida
|
-$718K |
| 5 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$235K |
CLOX Hedge Fund Activity: Q1 2024 in Review
19 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Panagram AAA CLO ETF (CLOX) for Q1 2024, worth a combined $42.4M — up 6.6% from $39.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CLOX positions and 5 closed out — a net gain of 1 holder — while 7 added to existing stakes and 4 trimmed.
The largest buyer was Bienville Capital Management, adding an estimated $5.31M. The largest seller was Morgan Stanley, cutting an estimated $4.95M.
- 19 institutional investors held Panagram AAA CLO ETF (CLOX) as of Q1 2024, up from 18 in Q4 2023.
- Funds reported $42.4M of Panagram AAA CLO ETF stock for Q1 2024, up 6.6% quarter-over-quarter.
- 6 funds opened new Panagram AAA CLO ETF positions in Q1 2024 and 5 closed out, a net change of +1 holder.
- The largest Panagram AAA CLO ETF buyer in Q1 2024 was Bienville Capital Management, an estimated $5.31M added.
- The largest Panagram AAA CLO ETF seller in Q1 2024 was Morgan Stanley, an estimated $4.95M sold.
Based on aggregated 13F filings for Q1 2024.