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Panagram AAA CLO ETF
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Overview Fund Activity

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.

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
7
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Bienville Capital Management
New York
$9.08M
2
SIA
2
Schechter Investment Advisors
Michigan
$2.56M
3
AWM
3
AE Wealth Management
Kansas
$20.4M
4
BSG
4
Black Swift Group
Colorado
$1.09M
5
MAWAG
5
Mid-American Wealth Advisory Group
Missouri
$494K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$131K
2
Jane Street
2
Jane Street
New York
$3.56M
3
BOSSRA
3
B.O.S.S. Retirement Advisors
Utah
$0
4
GS
4
GTS Securities
New York
$0
5
USCWA
5
U.S. Capital Wealth Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$20.4M 801,383 +62,684 +8%
BCM
2
Bienville Capital Management
New York
$9.08M 355,874 +208,945 +142%
Jane Street
3
Jane Street
New York
$3.56M 139,414 -68,738 -33%
SIA
4
Schechter Investment Advisors
Michigan
$2.56M 100,204 +81,204 +427%
DMKJ
5
David M. Knott Jr
$2.37M 92,956 – –
BSG
6
Black Swift Group
Colorado
$1.09M 42,710 +21,325 +100%
CWA
7
Centennial Wealth Advisory
Michigan
$911K 35,710 +1,240 +4%
VFA
8
Valeo Financial Advisors
Indiana
$528K 20,700 – –
MAWAG
9
Mid-American Wealth Advisory Group
Missouri
$494K 19,376 +19,376 New
LAS
10
Lloyd Advisory Services
Georgia
$378K 14,539 +14,539 New
Truist Financial
11
Truist Financial
North Carolina
$231K 9,046 +456 +5%
AWA
12
Authentikos Wealth Advisory
California
$231K 9,045 +9,045 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$230K 9,028 +455 +5%
Morgan Stanley
14
Morgan Stanley
New York
$131K 5,153 -394,847 -99%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$97K 3,800 +3,800 New
NA
16
Nordwand Advisors
Pennsylvania
$50.1K 1,965 +1,965 New
PA
17
Pineridge Advisors
Missouri
$34.4K 1,348 -840 -38%
Osaic Holdings
18
Osaic Holdings
Arizona
$7.91K 310 +310 New
UBS Group
19
UBS Group
Switzerland
$893 35 -119 -77%
BOSSRA
20
B.O.S.S. Retirement Advisors
Utah
– – -29,406 Closed
GS
21
GTS Securities
New York
– – -28,409 Closed
USCWA
22
U.S. Capital Wealth Advisors
Texas
– – -9,299 Closed
OLVIG
23
Oliver Lagore Vanvalin Investment Group
Michigan
– – -348 Closed
GWMIA
24
Global Wealth Management Investment Advisory
Florida
– – -59 Closed
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –