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Panagram AAA CLO ETF
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Overview Fund Activity

32 hedge funds and large institutions have $93.1M invested in Panagram AAA CLO ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 2 increasing their positions, 7 reducing their positions, and 7 closing their positions.

Holders
32
Holders Change
+9
Holders Change %
+39.13%
% of All Funds
0.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
2
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DF
1
Donoghue Forlines
Massachusetts
$14.1M
2
FGA
2
Fortis Group Advisors
New Jersey
$5.06M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.92M
4
LMKC
4
L.M. Kohn & Company
Ohio
$1.2M
5
WFA
5
WMG Financial Advisors
Tennessee
$985K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$231K
2
BSG
2
Black Swift Group
Colorado
$2.02M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$54K
4
Jane Street
4
Jane Street
New York
$0
5
NA
5
Nordwand Advisors
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SBLIC
1
Security Benefit Life Insurance Company
Kansas
$57.6M 2,258,806 – –
DF
2
Donoghue Forlines
Massachusetts
$14.1M 552,435 +552,435 New
FGA
3
Fortis Group Advisors
New Jersey
$5.06M 198,395 +198,395 New
SIA
4
Schechter Investment Advisors
Michigan
$3.93M 154,134 +1,923 +1%
BSG
5
Black Swift Group
Colorado
$2.02M 79,245 -40,025 -34%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.92M 75,336 +75,336 New
VFA
7
Valeo Financial Advisors
Indiana
$1.28M 50,000 – –
LMKC
8
L.M. Kohn & Company
Ohio
$1.2M 46,939 +46,939 New
WFA
9
WMG Financial Advisors
Tennessee
$985K 38,605 +38,605 New
WA
10
WESPAC Advisors
California
$800K 31,353 +31,353 New
Citigroup
11
Citigroup
New York
$765K 30,000 – –
CWM
12
Copia Wealth Management
Oregon
$662K 25,942 +25,942 New
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$602K 23,606 +23,606 New
GAM
14
Griffin Asset Management
New York
$388K 15,227 +15,227 New
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$305K 11,966 +11,966 New
SFA
16
Sequoia Financial Advisors
Ohio
$305K 11,942 +175 +1%
SSWM
17
Strait & Sound Wealth Management
California
$279K 10,950 +10,950 New
ECA
18
Elevated Capital Advisors
Utah
$231K 9,043 -915 -9%
Citadel Advisors
19
Citadel Advisors
Florida
$231K 9,041 -48,133 -84%
DMKJ
20
David M. Knott Jr
$147K 5,766 – –
AWM
21
AE Wealth Management
Kansas
$127K 4,972 -4,712 -49%
MCM
22
MAI Capital Management
Ohio
$54.8K 2,150 +2,150 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$54K 2,135 -25,299 -92%
HI
24
Harbour Investments
Wisconsin
$31.9K 1,250 +1,250 New
AF
25
Allworth Financial
California
$14K 553 +553 New
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