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Panagram BBB-B CLO ETF

24 hedge funds and large institutions have $150M invested in Panagram BBB-B CLO ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 3

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

20% more funds holding

Funds holding: 2024 (+4)

6% more capital invested

Capital invested by funds: $141M → $150M (+$8.86M)

15.42% less ownership

Funds ownership: 78.16%62.74% (-15%)

Holders
24
Holders Change
+4
Holders Change %
+20%
% of All Funds
0.35%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
9
Increased
10
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change

CLOZ Hedge Fund Activity: Q1 2024 in Review

24 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Panagram BBB-B CLO ETF (CLOZ) for Q1 2024, worth a combined $150M — up 6.3% from $141M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CLOZ positions and 5 closed out — a net gain of 4 holders — while 10 added to existing stakes and 3 trimmed.

The largest buyer was Schechter Investment Advisors, adding an estimated $7.09M. The largest seller was Morgan Stanley, cutting an estimated $12.8M.

  • 24 institutional investors held Panagram BBB-B CLO ETF (CLOZ) as of Q1 2024, up from 20 in Q4 2023.
  • Funds reported $150M of Panagram BBB-B CLO ETF stock for Q1 2024, up 6.3% quarter-over-quarter.
  • 9 funds opened new Panagram BBB-B CLO ETF positions in Q1 2024 and 5 closed out, a net change of +4 holders.
  • The largest Panagram BBB-B CLO ETF buyer in Q1 2024 was Schechter Investment Advisors, an estimated $7.09M added.
  • The largest Panagram BBB-B CLO ETF seller in Q1 2024 was Morgan Stanley, an estimated $12.8M sold.

Based on aggregated 13F filings for Q1 2024.