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Panagram AAA CLO ETF

23 hedge funds and large institutions have $70.3M invested in Panagram AAA CLO ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 10 closing their positions.

Holders
23
Holders Change
-2
Holders Change %
-8%
% of All Funds
0.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
8
Increased
4
Reduced
8
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SBLIC
1
Security Benefit Life Insurance Company
Kansas
$57.5M 2,258,806 +2,258,806 New
SIA
2
Schechter Investment Advisors
Michigan
$3.88M 152,211 -23,806 -14%
BSG
3
Black Swift Group
Colorado
$3.04M 119,270 -6,685 -5%
Citadel Advisors
4
Citadel Advisors
Florida
$1.46M 57,174 +35,102 +159%
VFA
5
Valeo Financial Advisors
Indiana
$1.27M 50,000 -24,900 -33%
Citigroup
6
Citigroup
New York
$764K 30,000 +5,000 +20%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$698K 27,434 +27,434 New
Jane Street
8
Jane Street
New York
$533K 20,925 -21,545 -51%
SFA
9
Sequoia Financial Advisors
Ohio
$300K 11,767 +167 +1%
ECA
10
Elevated Capital Advisors
Utah
$254K 9,958 +948 +11%
AWM
11
AE Wealth Management
Kansas
$247K 9,684 -1,197,355 -99%
DMKJ
12
David M. Knott Jr
$147K 5,766 -13,806 -71%
NA
13
Nordwand Advisors
Pennsylvania
$125K 4,915
PA
14
Pineridge Advisors
Missouri
$12.2K 478 -977 -67%
CAS
15
Coppell Advisory Solutions
Texas
$7.86K 307
GRP
16
Global Retirement Partners
California
$6.9K 271 +271 New
Osaic Holdings
17
Osaic Holdings
Arizona
$5.5K 215 -307 -59%
Q1WB
18
Quest 10 Wealth Builders
Virginia
$2.93K 115 +115 New
PMFA
19
Plante Moran Financial Advisors
Michigan
$1.99K 78
NMG
20
New Millennium Group
Utah
$1.25K 49 +49 New
FWM
21
FLP Wealth Management
Arkansas
$723 28 +28 New
CAWM
22
Capital A Wealth Management
Pennsylvania
$331 13 +13 New
PSFG
23
Park Square Financial Group
Georgia
$47 2 +2 New
BCM
24
Bienville Capital Management
New York
-337,615 Closed
CWA
25
Centennial Wealth Advisory
Michigan
-49,124 Closed