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Panagram AAA CLO ETF
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Overview Fund Activity

25 hedge funds and large institutions have $55.9M invested in Panagram AAA CLO ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 2 reducing their positions, and 6 closing their positions.

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
12
Reduced
2
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$30.8M
2
BSG
2
Black Swift Group
Colorado
$3.22M
3
VFA
3
Valeo Financial Advisors
Indiana
$1.91M
4
SIA
4
Schechter Investment Advisors
Michigan
$4.5M
5
Citigroup
5
Citigroup
New York
$639K

Top Sellers

1
BCM
1
Bienville Capital Management
New York
$8.63M
2
MAWAG
2
Mid-American Wealth Advisory Group
Missouri
$0
3
LAS
3
Lloyd Advisory Services
Georgia
$0
4
GI
4
Gradient Investments
Minnesota
$0
5
AWA
5
Authentikos Wealth Advisory
California
$381K
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$30.8M 1,207,039 +281,768 +30%
BCM
2
Bienville Capital Management
New York
$8.63M 337,615 -53,054 -14%
SIA
3
Schechter Investment Advisors
Michigan
$4.5M 176,017 +26,391 +18%
BSG
4
Black Swift Group
Colorado
$3.22M 125,955 +67,810 +117%
VFA
5
Valeo Financial Advisors
Indiana
$1.91M 74,900 +54,200 +262%
CWA
6
Centennial Wealth Advisory
Michigan
$1.26M 49,124 +11,928 +32%
Jane Street
7
Jane Street
New York
$1.09M 42,470 +1,003 +2%
Citigroup
8
Citigroup
New York
$639K 25,000 +25,000 New
Citadel Advisors
9
Citadel Advisors
Florida
$564K 22,072 +22,072 New
DMKJ
10
David M. Knott Jr
$500K 19,572 – –
BOSSRA
11
B.O.S.S. Retirement Advisors
Utah
$397K 15,557 +15,557 New
AWA
12
Authentikos Wealth Advisory
California
$381K 14,925 -4,630 -24%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$357K 13,963 +4,120 +42%
Truist Financial
14
Truist Financial
North Carolina
$357K 13,963 +4,102 +42%
SW
15
Simplicity Wealth
New Jersey
$309K 12,078 +12,078 New
SFA
16
Sequoia Financial Advisors
Ohio
$296K 11,600 +183 +2%
ECA
17
Elevated Capital Advisors
Utah
$230K 9,010 +9,010 New
CAG
18
Csenge Advisory Group
Florida
$204K 8,000 +8,000 New
NA
19
Nordwand Advisors
Pennsylvania
$126K 4,915 – –
PA
20
Pineridge Advisors
Missouri
$37.2K 1,455 +288 +25%
Osaic Holdings
21
Osaic Holdings
Arizona
$13.4K 522 +212 +68%
CAS
22
Coppell Advisory Solutions
Texas
$7.84K 307 – –
SS
23
Sunbelt Securities
Texas
$5.12K 200 +3 +2%
PMFA
24
Plante Moran Financial Advisors
Michigan
$1.99K 78 +78 New
SCM
25
Sterling Capital Management
North Carolina
$767 30 +30 New
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