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Panagram AAA CLO ETF
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Overview Fund Activity

23 hedge funds and large institutions have $44.9M invested in Panagram AAA CLO ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 1 closing their positions.

Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
11
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$23.6M
2
SIA
2
Schechter Investment Advisors
Michigan
$3.82M
3
BCM
3
Bienville Capital Management
New York
$9.98M
4
MAWAG
4
Mid-American Wealth Advisory Group
Missouri
$938K
5
BSG
5
Black Swift Group
Colorado
$1.49M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.06M
2
DMKJ
2
David M. Knott Jr
$500K
3
Morgan Stanley
3
Morgan Stanley
New York
$0
4
LAS
4
Lloyd Advisory Services
Georgia
$249K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$49K
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$23.6M 925,271 +123,888 +15%
BCM
2
Bienville Capital Management
New York
$9.98M 390,669 +34,795 +10%
SIA
3
Schechter Investment Advisors
Michigan
$3.82M 149,626 +49,422 +49%
BSG
4
Black Swift Group
Colorado
$1.49M 58,145 +15,435 +36%
Jane Street
5
Jane Street
New York
$1.06M 41,467 -97,947 -70%
CWA
6
Centennial Wealth Advisory
Michigan
$950K 37,196 +1,486 +4%
MAWAG
7
Mid-American Wealth Advisory Group
Missouri
$938K 36,718 +17,342 +90%
VFA
8
Valeo Financial Advisors
Indiana
$529K 20,700 – –
AWA
9
Authentikos Wealth Advisory
California
$512K 19,555 +10,510 +116%
DMKJ
10
David M. Knott Jr
$500K 19,572 -73,384 -79%
SFA
11
Sequoia Financial Advisors
Ohio
$292K 11,417 +11,417 New
Truist Financial
12
Truist Financial
North Carolina
$252K 9,861 +815 +9%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$251K 9,843 +815 +9%
LAS
14
Lloyd Advisory Services
Georgia
$249K 9,763 -4,776 -33%
GI
15
Gradient Investments
Minnesota
$183K 7,173 +7,173 New
NA
16
Nordwand Advisors
Pennsylvania
$126K 4,915 +2,950 +150%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$49K 1,900 -1,900 -50%
PA
18
Pineridge Advisors
Missouri
$29.8K 1,167 -181 -13%
TWP
19
Triad Wealth Partners
Kansas
$20.2K 789 +789 New
Osaic Holdings
20
Osaic Holdings
Arizona
$7.92K 310 – –
CAS
21
Coppell Advisory Solutions
Texas
$7.84K 307 +307 New
SS
22
Sunbelt Securities
Texas
$5.03K 197 +197 New
UBS Group
23
UBS Group
Switzerland
$3.68K 144 +109 +311%
Morgan Stanley
24
Morgan Stanley
New York
– – -5,153 Closed
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –