Panagram AAA CLO ETF
CLOX
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.
500% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 2
376% more capital inflows, than outflows
Capital inflows: $13.9M | Capital outflows: $2.92M
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
18.28% more ownership
Funds ownership: 74.75% → 93.04% (+18%)
9% more funds holding
Funds holding: 23 → 25 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AE Wealth Management
Topeka,
Kansas
|
+$7.19M |
| 2 |
Black Swift Group
Boulder,
Colorado
|
+$1.73M |
| 3 |
Valeo Financial Advisors
Carmel,
Indiana
|
+$1.38M |
| 4 |
Schechter Investment Advisors
Birmingham,
Michigan
|
+$673K |
| 5 |
Citigroup
New York
|
+$638K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bienville Capital Management
New York
|
-$1.35M |
| 2 |
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
-$938K |
| 3 |
Lloyd Advisory Services
Suwanee,
Georgia
|
-$249K |
| 4 |
Gradient Investments
Arden Hills,
Minnesota
|
-$183K |
| 5 |
Authentikos Wealth Advisory
Morgan Hill,
California
|
-$118K |
CLOX Hedge Fund Activity: Q3 2024 in Review
25 of the 6,985 institutional investors tracked by Wall St. Rank reported a position in Panagram AAA CLO ETF (CLOX) for Q3 2024, worth a combined $55.9M — up 24% from $44.9M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CLOX positions and 6 closed out — a net gain of 2 holders — while 12 added to existing stakes and 2 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $7.19M. The largest seller was Bienville Capital Management, cutting an estimated $1.35M.
- 25 institutional investors held Panagram AAA CLO ETF (CLOX) as of Q3 2024, up from 23 in Q2 2024.
- Funds reported $55.9M of Panagram AAA CLO ETF stock for Q3 2024, up 24% quarter-over-quarter.
- 8 funds opened new Panagram AAA CLO ETF positions in Q3 2024 and 6 closed out, a net change of +2 holders.
- The largest Panagram AAA CLO ETF buyer in Q3 2024 was AE Wealth Management, an estimated $7.19M added.
- The largest Panagram AAA CLO ETF seller in Q3 2024 was Bienville Capital Management, an estimated $1.35M sold.
Based on aggregated 13F filings for Q3 2024.