Panagram AAA CLO ETF
CLOX
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.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
21% more funds holding
Funds holding: 19 → 23 (+4)
6% more capital invested
Capital invested by funds: $42.4M → $44.9M (+$2.48M)
2.58% less ownership
Funds ownership: 77.33% → 74.75% (-2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.16M |
| 2 |
SIA
Schechter Investment Advisors
Birmingham,
Michigan
|
+$1.26M |
| 3 |
BCM
Bienville Capital Management
New York
|
+$887K |
| 4 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
+$442K |
| 5 |
BSG
Black Swift Group
Boulder,
Colorado
|
+$394K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.5M |
| 2 |
DMKJ
David M. Knott Jr
|
-$1.87M |
| 3 |
Morgan Stanley
New York
|
-$131K |
| 4 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$122K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$48.5K |
CLOX Hedge Fund Activity: Q2 2024 in Review
23 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Panagram AAA CLO ETF (CLOX) for Q2 2024, worth a combined $44.9M — up 5.9% from $42.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CLOX positions and 1 closed out — a net gain of 4 holders — while 11 added to existing stakes and 5 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $3.16M. The largest seller was Jane Street, cutting an estimated $2.5M.
- 23 institutional investors held Panagram AAA CLO ETF (CLOX) as of Q2 2024, up from 19 in Q1 2024.
- Funds reported $44.9M of Panagram AAA CLO ETF stock for Q2 2024, up 5.9% quarter-over-quarter.
- 5 funds opened new Panagram AAA CLO ETF positions in Q2 2024 and 1 closed out, a net change of +4 holders.
- The largest Panagram AAA CLO ETF buyer in Q2 2024 was AE Wealth Management, an estimated $3.16M added.
- The largest Panagram AAA CLO ETF seller in Q2 2024 was Jane Street, an estimated $2.5M sold.
Based on aggregated 13F filings for Q2 2024.